asset allocation

Latest news and analysis on asset allocation

Fixed Income

Watching grass grow

On fixed rate bond exposure, now is not the time to have zero, but it is not the time to fill your boots.
Charlie Callan
BondAdviser
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
Fixed Income

Why it’s now more important than ever to diversify

The diversification dilemma...
Josh Manning
Manning Asset Management
The Rules of Investing

We are in the midst of a social, economic, financial and political crisis

This week's interviewee is one familiar to long-time viewers and readers of the Livewire website.
The Rules of Investing
Livewire Markets
Equities

3 ASX sectors with stocks that have growth at a reasonable price

Australia equity sectors with growth at a reasonable price: healthcare, industrials, utilities (Siwat Nakmai)
Macrobond Financial
Macrobond Financial
Macro

5 reasons why the RBA will hike next week (and the key reason it may not)

An upside surprise to quarterly inflation has economists rushing into the "one more hike" option.
Hans Lee
Livewire Markets
Equities

How to think about equities in a ‘higher-for-longer’ world (and two stocks that fit the bill)

We know the issues, but how can you profit from the structural changes happening in markets right now?
GMG
Perpetual Asset Management Australia
Perpetual Asset Management (Australia)
Macro

Are bonds broken?

Bonds have been beaten down harder than the Wallabies in the 2023 World Cup. Rising interest rates since mid-2020 have delivered the largest loss in long-dated bonds...
Alex Cathcart
Drummond Capital Partners
Investment Theme

How to invest $100K safely

In this thought experiment, Ord Minnett's David Lane shares how he would invest $100K safely given the prevailing market conditions.
BHP
+9
Chris Conway
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
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
Equities

The 3 ETFs this investor would buy with an extra $10,000

Mark Gardner, head of equities at MPC Markets, is noticeably finding few opportunities in this market.
+8
Hans Lee
Livewire Markets
Expert Insights

The top performing tech stocks that may be the biggest risk in markets today

Market returns have been dominated by the tech sector, and Atrium's Brendan Paul believes this concentration risk is an opportunity.
+3
Sara Allen
Livewire Markets
Macro

How to position portfolios as the Fed presses pause

The Fed is approaching the end of its rate hike cycle. Cuts are more likely than not next year. This is a backdrop that favours bonds.
Isaac Poole
Ascalon Capital
Macro

10 things every investor should know right now

Livewire's economics series takes you through the key data points every investor should know.
Hans Lee
Livewire Markets
Asset Allocation

An asset allocation guide for SMSF trustees

The goal of SMSF trustees is create a diversified portfolio that matches appropriate risk with appropriate returns.
John Abernethy
Clime Asset Management
Equities

13 stocks that benefit from a weaker Australian dollar

The Australian dollar recently hit a nine-month low. Here are some of the stocks and assets that could benefit.
AGL
ANN
+10
Hans Lee
Livewire Markets
Funds

10 funds with this CIO's tick of approval

Plus, Mason Stevens' Jacqueline Fernley shares where we could be in the market cycle.
Ally Selby
Livewire Markets
Asset Allocation

How you can build portfolio resilience through options and bonds

The economic expansion is long in the tooth. Equity valuations are stretched. Downside risks are growing. It is time to build resilience.
Isaac Poole
Ascalon Capital
Asset Allocation

Does the perfect AI portfolio actually stack up?

Can AI propose a best practise portfolio? I tested ChatGPT and Google Bard and compared their results with expert opinions.
BHP
CSL
+16
Sara Allen
Livewire Markets
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