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Asset Allocation

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

Views from the Top

Schroders' three 'best value' assets as recession risks linger

Many gauges of recession risk look at the “what” but overlook crucial aspects of “when”, says Schroders’ Sebastian Mullins.
James Marlay
Livewire Markets
Asset Allocation

Navigating private credit & commercial property | Andrew Lockhart

Murdoch speaks with Andrew Lockhart, the Managing Director of Metrics. Andrew shares his insights into their lending process & philosophy.
Murdoch Gatti
York Wealth Management
Asset Allocation

How to build a risk-ready portfolio (and 4 key points to keep in mind)

Amid tragic wars and simmering global tensions, investment risk is a flow-on effect to consider, explains Schroders' Simon Doyle
David Thornton
Livewire Markets
Asset Allocation

Will renewables get us to net zero?

A broadly held expectation is that the world will transition to net zero carbon by 2050, underpinned by the development of cleaner technologies including renewables....
Jason Kim
Tyndall AM
Asset Allocation

Getting ahead of changing bank hybrid rules

Expected regulatory changes could put further pressure on Australian Bank Hybrids. Consider another type of 'convertible' securities.
Cameron McCormack
VanEck
Asset Allocation

How Morgan Stanley Wealth Management is investing through uncertain times

A new report runs the ruler over global markets, including Australia, and provides insights on regions, sectors and asset classes into 2024
Glenn Freeman
Livewire Markets
Alternatives in Focus

28% of financial advisers are adding this asset class to portfolios. Here's why

Ahead of Livewire's annual series on Alternative Investment Strategies, I revisit the case for alternatives and how to use them.
Sara Allen
Livewire Markets
Asset Allocation

What's a go anywhere strategy? European banks, commodities, copper, oil & gas and the online gambling industry| Kevin Bertoli

Murdoch speaks with Kevin Bertoli the Co-Portfolio Manager of Global and Australian equities of PM Capital.
BHP
+6
Murdoch Gatti
York Wealth Management
Asset Allocation

Retirement and legacy: No longer just the pot of gold at the end

New research on Australia's intergenerational transfer of wealth shows we are changing. And changing again.
Kym Sheehan
Livewire Markets
Asset Allocation
Sponsored

Portfolio construction for the new economy

There is a growing realisation in markets that the traditional blueprint implemented since the GFC, may not unfold as expected this time. So how do you adapt your...
Schroders Australia
Schroders
Asset Allocation
Sponsored

Economic outlook for FY24

While markets appear to be faring relatively well so far in FY24, compared with the first half of FY23, a major economic downturn for our global economy could have a...
Challenger Limited
Asset Allocation

From diving board to the boardroom | Grant Hackett OAM

Murdoch is joined by Grant Hackett an Australian Icon and the CEO of Generation Development Group (GDG). Genlife | LONSEC.
Murdoch Gatti
York Wealth Management
Asset Allocation

Howard Marks: The easy times are over

But there's one asset class that's ready to outperform
David Thornton
Livewire Markets
Asset Allocation

J.P. Morgan: Now could be the time to put cash to work

Here's where JPMorgan's looking to put cash to work after a very long slumber for money market funds.
David Thornton
Livewire Markets
Asset Allocation

How to properly compare Australian fund managers

The financial media, retail investors, and scarily, most advisers do not know how to compare apples with apples.
Luke Laretive
Seneca Financial Solutions
Expert Insights

The days of uncorrelated bond and equity returns could be behind us

The coming decade looks different to the last and with that means a change in the usual methods of diversification according to Atrium.
Sara Allen
Livewire Markets
Asset Allocation

Take a DIVE into water investing | Cullen Gunn

Murdoch is joined by Cullen Gunn, the CEO & a Director of Kilter Rural to discuss investing in water and water rights.
Murdoch Gatti
York Wealth Management
Asset Allocation

Where this US$1 trillion manager is allocating funds over the next decade

A new paper from Northern Trust gives food for thought about the world in general and asset classes in particular.
Kym Sheehan
Livewire Markets
Asset Allocation

How much cash are you holding in your portfolio right now?

In this wire, we speak to financial adviser to the ultra-wealthy, Charlie Viola, to learn how much cash you should be holding today.
Kym Sheehan
Livewire Markets
Asset Allocation

Forward looking vs backward looking return forecasts

Static expected return forecasts lead to harsher drawdowns. Forward-looking forecasts produce more resilient portfolios.
John Bilsel
Innova Asset Management
Asset Allocation

China’s deep structural problems with no easy solutions in sight

Themes preoccupy the investment industry. Inflation and rising interest rates have dominated industry thinking over the past two years and continue to remain front of...
Dan Farmer
MLC Asset Management
Asset Allocation

Sunshine Airport, ports, gas pipelines, wind farms & other mid-tier Aussie infrastructure | Andrew Killesteyn

Murdochs joined by Andrew Killesteyn, the PM at Palisade Investment Partners to discuss Ports, Airports, Gas Pipelines, Wind Farms & more.
Murdoch Gatti
York Wealth Management
Expert Insights

The investments that are better than bonds for diversification

Traditional views using bonds for diversification are flawed in the new world. Atrium's Brendan Paul shares what makes a diversifier today.
Sara Allen
Livewire Markets
Asset Allocation

Investors are not truly diversified until they own this asset class

We think the case for alternatives continues to build, and new research seems to demonstrate this.
Alastair MacLeod
Wheelhouse Partners
Asset Allocation

The price you pay matters (and a closer look at the state of valuations)

Valuation starting points for TD's and bonds have improved. For shares, they suggest constrained return potential.
Shane Oliver
AMP
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