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Asset Allocation

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

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
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
+2
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.
+1
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
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
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