portfolio construction

Latest news and analysis on portfolio construction

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
Asset Allocation

When cash is also an investment

With the market starting to get a bit wild and silly, its time for a good contrarian piece on the virtue of cash
CSL
GQG
+1
Greg Canavan
Fat Tail Investment Research
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
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
Asset Allocation

High net worth wake-up call to SMSFs as deposit rates hit 3-year lows

If more rate cuts come, already low term deposit yields could fall even more, leaving SMSFs and retirees with even fewer options for income.
Mark Zukerman
Vado Private
Education

Why the way we're building portfolios is broken: Luke Laretive

It’s not fees that hurt investors - it’s the lack of strategy and discipline. Seneca’s founder challenges conventional portfolio thinking.
Vishal Teckchandani
Livewire Markets
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
Equities

The bottom - are we there yet??

Maybe we've passed the bottom, maybe not, but here's an example of what it might look like if you start buying.
Sebastian Ferrando
Koda Capital
Asset Allocation

Is it time to diversify beyond property?

With such a high proportion of wealth dedicated to property, Australian households among the most indebted in the world.
Simon Arraj
Vado Private
Education

Did the tech selloff hurt more than it should? Here are 6 tips to avoid the pain next time

When markets are flying and things are concentrated, it's easy to forget portfolio management. The tech selloff reminded us why we shouldn't
Chris Conway
Livewire Markets
Education

5 questions to ask yourself when capital markets look expensive

Valuations are high. Bitcoin is a hundred grand. Trump is back. Australian elections loom. Uncertainty meets opportunity. Now what?
Sebastian Ferrando
Koda Capital
Education

Why 2025 could be the year to rethink your portfolio

Market consensus expects earnings growth in 2025 for ASX 200 listed companies to be moderate; where should investors seek reliable returns?
Simon Arraj
Vado Private
Weekend Report

Trending On Livewire: Weekend Edition - Saturday 30th November

ASX 200 reached record highs this week, fueled by small and mid-cap gains, signaling strong momentum into year-end.
Livewire Exclusive
Livewire Markets
Education

How financial advisers build the portfolio of your dreams

Ever wondered what it takes for the professionals to build portfolios for clients? Wonder no more.
Sara Allen
Livewire Markets
Asset Allocation

Your portfolio may not be as well diversified as you think – Part 2/2

But good news - it's not that hard to fix.
Sebastian Ferrando
Koda Capital
Asset Allocation

Your portfolio may not be as well diversified as you think – Part 1/2

But good news - it's not that hard to fix.
Sebastian Ferrando
Koda Capital
Asset Allocation

How to invest $1 million in FY25

With the help of two expert asset allocators, Alex Ventelon from Morgan Stanley and David Cassidy from Wilsons Advisory.
Ally Selby
Livewire Markets
Undiscovered Funds

The investment secrets of Australia's billionaires

Livewire sat down with two experts to learn how the country's ultra-wealthy invest.
Ally Selby
Livewire Markets
Education

6 steps to get your portfolio ready for 2024

Before switching off after (another) hectic year, take the opportunity to review your investments using the following checklist.
Glenn Freeman
Livewire Markets
Funds

Portfolio construction from an industry insider

In this instalment of Inside the Rope, David welcomes Jason Coggins, previous Head of Investment Research at Koda Capital. Jason delves into the nuances of building...
David Clark
Koda Capital
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