Investment
Asset allocation insights and portfolio construction frameworks for Australian financial advisers and asset consultants.
- Abbey Minogue
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- The Inside Adviser
Why fixed income and cash lose their defensive edge in FY27
Datt Capital's Emanuel Datt outlines a stagflation investment strategy for FY27, arguing that elevated inflation, rising unemployment and slowing growth reward...
Fixed income takes over in a $13 billion first half for Australian funds
Australian managed fund flows hit $13bn in the first half of 2026, with equities leading early before fixed income took over as conditions and investor...
The concentration risk hiding in plain sight
As SpaceX joins major US indices and OpenAI and Anthropic prepare to list, a structural shift in international equity is underway. Daniel Liptak of Datt...
Staying diverse in a market that rewards concentration
Ben Tonc, investment analyst at Sterling Private Wealth, has been shifting portfolios deliberately away from US dominance, leaning into emerging markets and...
Gold, the Australian dollar and why Amundi is hedging its optimism
Europe's largest asset manager sees reasonable global growth but warns that markets are dismissing risks they should not be ignoring. Here is where Amundi is...
Signal or noise? How to tell if your manager is underperforming or just out of fashion
When portfolio construction decisions are driven by short-term performance anxiety rather than process, the real cost is conviction. Shane Brereton explains...
Is US equity dominance finally giving way to international markets?
After years of US dominance, ClearBridge Investments believes international equities and emerging markets are entering a more durable period of leadership,...
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...