Investment
Asset allocation insights and portfolio construction frameworks for Australian financial advisers and asset consultants.
- Abbey Minogue
- Contributor
- Cristina Lee
- David Chaplin
- David Dix
- Drew Meredith
- Eric Marais
- Giselle Roux
- Greg Bright
- Ishan Dan
- James Dunn
- Jasmine Yeo
- Lachlan Maddock
- Lauren Ryan
- Laurence Parker-Brown
- Lisa Uhlman
- Mishan Dahia
- Nicholas Way
- Nicki Bourlioufas
- Orbis
- Penny Pryor
- Rob Perrone, Eric Marais & Shane Woldendorp
- Rob Prugue
- Staff Writer
- Tahn Sharpe
- The Inside Adviser
Beware ‘unconscious concentration’: Rethinking diversification
Think your portfolio is diversified? Hidden concentration could tell a different story. See how looking beyond the benchmark can uncover opportunities.
Fixed income back in the good books
Amundi’s Rajesh Puri explains how positive real yields have restored global fixed income to its protective role, offering investors vital portfolio...
Concentration risk is hiding in plain sight
With market concentration reaching historically elevated levels across the US, the advisers best positioned to navigate it are the ones who understand exactly...
When private markets cross 10 per cent threshold, HNW advice has to change
Investment Trends and Praemium data show alternatives have crossed a threshold in HNW portfolios. The implications for adviser practices reach well beyond fund...
Quality over quantity: building global equity conviction at Viola Private Wealth
Alex Thompson, of Viola Private Wealth, argues the concentration risk narrative around global equities is often misdirected, the real problem may sit closer to...
Redefining diversification in a concentrated equity market
In today’s environment, AI-fuelled concentration, elevated valuations and heightened correlations have made genuine diversification more challenging than...
Picks, shovels and patience: a framework for global equities today
Troy Armstrong favours Australian resources and global technology and defence, takes a disciplined view on AI, and argues that active management should always...
ClearBridge: the best opportunities right now are outside the US
Jeff Schulze says the US equity recovery is real, but the stronger earnings revisions and more attractive valuations right now are sitting outside American...
Partnerships at the centre of asset allocation in 2026
When it comes to asset allocation, LGT Wealth Management Australia's Matthew Tan believes disciplined manager selection and enduring partnerships matter more...
Asset allocation after the easy decade
In a more volatile and fragmented world, disciplined asset allocation is becoming the primary driver of investment outcomes.
Breaking the concentration trap: Understanding the comfort of familiar assets and the cost of hidden risks
Many portfolios feel diversified but aren’t, and the hidden cost of that comfort only reveals itself in the next market shock.