asset allocation

The 60-40 portfolio has been heralded for decades, but in modern capital markets, is there a better way?

Having done so in 2025, will non-US equity returns continue to outperform US equity returns? Let's look at some charts...

Dividends or growth? Familiar stocks or better ones? Why outcomes matter more than labels - and how to think about execution.

How to think about the must-have allocation in your growth portfolio.

Why indexing has changed markets and where active still adds value

Medallion’s Michael Wayne and Shaw’s Adam Dawes reveal where to overweight and underweight, plus their ASX 200, S&P 500 and RBA rate calls.

Longview Economics has laid out a positive view for markets over the next 12 months, a sharp contrast to recent doom laden headlines

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

From private credit to gold, discover where Soul Patts’ Todd Barlow and Regal’s Phil King see the biggest returns.

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