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Asset Allocation

The multi-asset perspective, covering trends across key asset classes and relative weightings between them.

Asset Allocation

Looking to 2024

Key Points: • Global growth softened in 2023, with many economies suffering technical recessions. Mega-cap technology companies dominated equity market returns, with...
Alex Cathcart
Drummond Capital Partners
Asset Allocation

Why there is "no reason" to be excessively bearish on risk assets

Tectonic shifts are creating new opportunities for investors with a global mindset.
T. Rowe Price
T. Rowe Price
Asset Allocation

3 sectors where ETF investors are eyeing opportunities in 2024

Almost 60% of investors are either planning on increasing ETF holdings or making their first investment in ETFs in the next 6 months.
Arian Neiron
VanEck
Views from the Top

Why this expert is buying bonds even if recession fears are overhyped

This money manager caught the US stock market rally before many other investors. Now, he's looking for returns in a different asset class.
Hans Lee
Livewire Markets
Asset Allocation

How to build, support & manage top-tier fund managers | Ian Macoun

Murdoch Speaks with Ian Macoun, the Managing Director of Pinnacle Investment Management Group.
Murdoch Gatti
York Wealth Management
Asset Allocation

The return of the active investor

Passive approaches which thrived in a free money environment where the rising tide of liquidity lifted all boats, will be tested next year.
Simon Doyle
Schroders
Asset Allocation

Strategist: Equities will fall 25% in 2024 (but these stocks will outperform)

Even in a world where the S&P 500 falls 20-25%, there are plenty of places for investors to make cash.
+2
Hans Lee
Livewire Markets
Asset Allocation

Unpacking NDIS & specialist disability accommodation | Joss Engebretsen

Murdoch speaks with Joss Engebretsen PM at Barwon Investment Partners about the Barwon Disability Accommodation Fund.
Murdoch Gatti
York Wealth Management
Asset Allocation

Why the ASX will outperform US stocks over the next 15 years

The flagship market forecast report from J.P. Morgan Asset Management reveals some fascinating calls.
Hans Lee
Livewire Markets
Asset Allocation

Something will give in 2024

The economy continues to deliver surprises but we are confident of one thing: if US and other developed world interest rates have not peaked already, then they will do...
Fidelity International
Fidelity International
Asset Allocation

Are you under-invested in bullion? The answer may depend on your definition of risk

Clive Smith looks at how one's conception of risk can determine how much bullion should be held within a portfolio.
Clive Smith
Russell Investments
Asset Allocation

US equities still in the driver’s seat

Plus, insights into what it will take for the Australian market to perform better in 2024.
David Cassidy
Wilsons Advisory
Asset Allocation

The stock market's "fear gauge" is at pre-COVID lows. Should you be worried?

It's not called the "fear gauge" for nothing - and some strategists are keeping their eyes extra peeled.
CSL
RMD
Hans Lee
Livewire Markets
Asset Allocation

Harvesting absolute returns via merger arbitrage | Luke Cummings

In today’s ROCast Murdoch speaks with Luke Cummings the Co-Founder, CIO & MD of Harvest Lane Asset Management about Merger Arbitrage.
ORG
Murdoch Gatti
York Wealth Management
Asset Allocation

4 actions to take right now to protect your investments against recession

The Fed and RBA have hiked rates aggressively. This almost always means recession. Here are some actions to take to protect your portfolio.
Isaac Poole
Ascalon Capital
Asset Allocation

Out of Office

What do people mean when they talk about investing in real assets? What makes owning a slice of a building or gas pipeline different from owning a slice of a bank or a...
Alex Cathcart
Drummond Capital Partners
Asset Allocation

How to invest like Buffett on the ASX

Who wouldn’t like to have a portfolio that looks exactly like Buffett’s Berkshire Hathaway? (Now if only we could guarantee those returns…)
AGL
ALX
+26
Sara Allen
Livewire Markets
Meet The Adviser

Your love affair with dividends and property is hurting your returns

This leading wealth manager wants to challenge Australian investors about their love affair with franking credits and property
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James Marlay
Livewire Markets
Asset Allocation

How to generate high alpha without high concentration | Dr David Allen

Murdoch speaks with Dr David Allen, Plato Investment Managements Head of Long/Short Strategies & PM of the Plato Global Alpha Fund.
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Murdoch Gatti
York Wealth Management
Alternatives in Focus

How to improve your portfolio by adding risk

And the allocation sizes to consider for your portfolio, according to Lonsec's Nathan Lim.
Sara Allen
Livewire Markets
Asset Allocation

Three indicators that point to recession, and what you should do about it

The Fed has taken interest rates to restrictive levels. The risk of recession is growing. It is time to reduce risk, and build resilience.
Isaac Poole
Ascalon Capital
Alternatives in Focus

Lonsec: The strategies best positioned for the coming markets

Lonsec's Darrell Clark shares which strategies perform in different market conditions and how to evaluate strategies for your portfolio.
Sara Allen
Livewire Markets
Asset Allocation

Where to for global growth, tech & life sciences? | Michael Frazis

Murdoch speaks with Michael Frazis the MD & PM of Frazis Capital Partners about AI, Tech, Life Sciences & his new A.I. risk management tool.
+3
Murdoch Gatti
York Wealth Management
Asset Allocation

Goldman Sachs' 3 most underpriced market risks for 2024

Plus, a note on how the investment bank's high-net-worth team is investing ahead of next year.
Hans Lee
Livewire Markets
Asset Allocation

Navigating default cycles & why revolution seems unfazed | Bob Sahota

Murdoch sits down with Bob Sahota, the Managing Director & CIO of Revolution Asset Management to discuss Loans & Asset-Backed Securities.
Murdoch Gatti
York Wealth Management
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