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Latest
Rules of Investing
Buy Hold Sell
Series
Buy Hold Sell
Expert Insights
Fund in Focus
Fund Manager Q&A
Investment Guides
Meet The Investor
Outlook Series
Reporting Season
Signal or Noise
Success and More Interesting Stuff
The Rules of Investing
Categories
Asset Allocation
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Daily Report
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Investment Theme
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multi-asset
Latest news and analysis on multi-asset
Asset Allocation
10 investment themes for 2023
First Sentier Investors’ asset class experts share their ideas about what’s ahead in 2023.
First Sentier Investors
First Sentier Investors
Asset Allocation
Two things investors should watch for into 2023 and beyond
US stocks probably have some way to fall before bottoming out, and cash is a decent place to hide right now: these are a couple of the key takeaways from my recent...
Glenn Freeman
Livewire Markets
Asset Allocation
Why fine wine is a better diversifier than Bitcoin
Not all investment alternatives (1) are created equal, just as some alternatives might not provide the portfolio diversification qualities the name suggests. It’s no...
Andrew Harman
First Sentier Investors
Asset Allocation
Rolling with the punches: The fund designed to take the market hits and keep on
coming
Mike Tyson once said, before a big fight, ‘everyone has a plan until they get punched in the mouth’. On the battlefield, the same sentiment is conveyed by the adage...
David Elms
Janus Henderson
Asset Allocation
Why Australian and Chinese stocks are high on this fund manager's watchlist
There’s no silver bullet solution that could have helped avoid, or resolve more quickly, any of the most recent market downturns, says Raf Choudhury, investment...
Glenn Freeman
Livewire Markets
Asset Allocation
The dominoes that will fall once inflation peaks
out
With headline inflation in the US currently sitting at 8.3%, and Australian inflation comparatively better at 5.1%, WILSONS' David Cassidy believes that there's...
David Thornton
Livewire Markets
Macro
Four risks in a market priced for perfection
Since the lows of early 2020, markets have experienced a pretty strong recovery. Yet, with equity markets at an all-time high, while most of us are locked up at...
Simon Doyle
Schroders
Asset Allocation
Seasonality - Multi Asset Perspective
Seasonal headwinds are setting in for stocks. Looking across assets, risk assets tend to underperform from June-Nov, and defensive assets tend to outperform during...
Callum Thomas
Topdown Charts
Education
Seven tips on selecting assets for your portfolio
What have we learned over the past seven decades in multi-asset, and how does it relate to what we can expect in the future? A lot has changed in financial markets...
Schroders Australia
Schroders
Macro
Credit Suisse: How we're playing this sustainable rebound in
China
Technology is the standout stock sector for the Credit Suisse multi-asset team, which favours the category despite its overarching neutral view on equities, says CIO...
Livewire Exclusive
Livewire Markets
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popular
Macro
Why this ex-central banker fears a second (and even bigger)
mistake
Hans Lee,
Livewire Markets
Equities
The Aussie miner upsizing its stake in the rare earths space
Glenn Freeman,
Livewire Markets
Equities
Buy Hold Sell: Your top large caps for 2023 (and 2 that should have made the
list)
Buy Hold Sell,
Livewire Markets
Macro
Aussie house price losses exceed 10%, Sydney losses breach 14%: 43 year record in sight
Christopher Joye,
Coolabah Capital
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