asset allocation

Latest news and analysis on asset allocation

Macro

Stock market looks expensive? Blame the giants

Global markets look expensive—but it’s mostly the biggest companies driving that. The rest of the market is priced closer to normal.
Damien Klassen
Nucleus Wealth
Livewire Live

A look inside the portfolios of Australia's leading investors

From private credit to gold, discover where Soul Patts’ Todd Barlow and Regal’s Phil King see the biggest returns.
Vishal Teckchandani
Livewire Markets
Fund in Focus
Sponsored

The small and mid-cap advantage: growth, value and resilience

The overlooked corner of the global equities market beyond mega-tech that's primed for a comeback.
Anna Dadic
Livewire Markets
Commodities

Nickel - As a contrarian investor, there's nothing I love as much as hate' - Rick Rule

Well known resources investor Rick Rule “loves hate”. As a contrarian investor he appreciates commodities are cyclical and looks for deep value in beat up sectors,...
Nicholas Boyd-Mathews
Eden Asset Management
Private Assets

Ditching the old playbook - the new model for modern portfolios

Is the 60/40 portfolio obsolete? Ares’ Brendan McCurdy thinks so.
Anna Dadic
Livewire Markets
Funds

A sector’s golden era + 2 growth stocks your AI forgot to mention

The growth opportunity being driven by unprecedented increases in power demand from AI and other emerging technologies.
+1
Anna Dadic
Livewire Markets
Equities

What does financial repression mean for the equity market outlook?

US inflation is rising, and pressure is on to cut rates. It looks like we are moving back to a world of financial repression in the US.
Isaac Poole
Ascalon Capital
Macro

Grinding through 2025

Key Points: Economic growth in the US has slowed in the first half of the year, driven by lower household spending. The economy is beginning to feel the effects of...
Alex Cathcart
Drummond Capital Partners
Income Series

2 income portfolios delivering 6%+ p.a. consistently (they're yours to download)

Two advisers. One income challenge. The result? Two unique playbooks for yield hunters you don't want to miss.
Vishal Teckchandani
Livewire Markets
Education

Fisher Investments Australia reviews how to benchmark your portfolio effectively

Amongst the myriad of investing tools, we find benchmarks the most indispensable. What is a benchmark? And how can investors use it?
Fisher Investments Australia®
Income Series

3 high-yield ETF portfolios yielding 5.5-7%: Built by the fundies themselves

Global X, VanEck and Betashares each share a 7-10 ETF portfolio aimed at tackling the income challenges facing Australian investors.
+23
Vishal Teckchandani
Livewire Markets
Fixed Income

Government bonds are cheap and turning up

Something very interesting is going on in an otherwise boring part of the market...
Callum Thomas
Topdown Charts
Growth

2 growth portfolios gunning for 9%+ p.a. (shh... you can download them!)

Two contrasting strategies, one focus on long-term growth. See how Ben Clark and Adam Dawes think about risk, return, and diversification.
+2
Vishal Teckchandani
Livewire Markets
Asset Allocation

You are underestimating your equity risk

Valuations of equity indices aren't great timing tools for short-term returns, but what about risk?
John Bilsel
Innova Asset Management
Education

5 things I learned after ringing the bell at the Toronto Stock Exchange

From rethinking asset allocation to low-volatility ETFs, here are trends from Canada that Australian investors should keep an eye on.
+7
Vishal Teckchandani
Livewire Markets
Education

Don't get burned: how to vet your fund manager

In this wire I cover the importance of conducting due diligence before you commit capital to a private credit fund.
Simon Arraj
Vado Private
Listed Series
Sponsored

Vanguard Diversified Income ETF – A smarter way to earn income?

Reddit is buzzing with questions about Vanguard’s new income ETF, VDIF. We speak to its fund manager to understand how it works.
Vishal Teckchandani
Livewire Markets
Listed Series

Sustaining income in a changing market: The key to yields in 2025 and beyond

High yields were once easy to find, but today’s landscape demands a new approach. Vanguard explores a potential strategy for investors.
Vishal Teckchandani
Livewire Markets
Asset Allocation

Here's how I think about owning gold, bitcoin, and stocks in Trump's world

Gold is surging versus the Australian dollar, bitcoin has gone gangbusters and stocks are falling, so how should you position?
Tom Richardson
Livewire Markets
Private Assets

Lessons from the EU: three key insights on impact investing for Australian investors

Private capital is driving impact at scale - faster than policy. Find out more.
Adam Tucker
Dragonfly Enviro Capital
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