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Asset Allocation

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

Asset Allocation

Why we are now underweight Australian stocks

We are overweight in equity markets with superior fundamentals - but Australia is not one of them.
T. Rowe Price
T. Rowe Price
Asset Allocation

Why capital preservation (and not growth) should be your top investing goal for 2024

I share four actions you can take to help preserve capital in a year where downside risks dominate the outlook.
Isaac Poole
Ascalon Capital
Asset Allocation

Why markets will meet an "inflection point" in 2024

This year, the global economy could be in for a big transition - and investors need to be prepared.
Jon Maier
Global X ETFs
Asset Allocation

5 trends we expect to impact private credit in 2024

Could 2024 offer more opportunity to deploy capital for private credit investors?
Alex Hone
Keyview
Asset Allocation

The Fed is for turning

Jerome Powell gave investors an early Christmas gift, but they may have gotten a little carried away.
Sebastian Mullins
Schroders
Outlook Series

How to invest $1 million in 2024

Find out how two of Australia's top financial advisers are building portfolios for 2024 and beyond.
James Marlay
Livewire Markets
Asset Allocation

View from the (double?) top

Global equity markets have continued to perform strongly in December (~3%) after November’s sharp advance higher.
Alexandre Ventelon
Morgan Stanley Wealth Management
Asset Allocation

Has Christmas come early for Aussie equities? | Tim Carleton

Murdoch speaks with Tim Carleton the Chief Investment Officer at AUSCAP Asset Management about the outlook for Australian share market.
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NCK
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Murdoch Gatti
York Wealth Management
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.
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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
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.
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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
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Sara Allen
Livewire Markets
201-225 of 848