Investment
Asset allocation insights and portfolio construction frameworks for Australian financial advisers and asset consultants.
- Abbey Minogue
- Contributor
- David Chaplin
- David Dix
- Drew Meredith
- 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
- Rob Perrone, Eric Marais & Shane Woldendorp
- Rob Prugue
- Staff Writer
- Tahn Sharpe
- The Inside Adviser
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.
Thematic investing for a fractured world: Where advisers should focus in 2026
As geopolitical, demographic and technological shifts converge, understanding these four macro themes helps advisers build portfolios that are positioned not...
India’s economic pivot: The wide implications for asset allocation
India’s policy-backed transformation, improved market access and a broadening domestic investor base, makes a dedicated India sleeve a pragmatic way for...
Currency as protection: Why FX belongs in the portfolio
Your global equity portfolio is actually two portfolios: the underlying equities, and the currency exposure. The latter is too important to leave unmanaged.
16 years searching for true diversification
For much of modern portfolio history, the 60/40 mix of equities and bonds has been held up as the embodiment of diversification. Until 2022, when it failed....
Allocators map the road ahead as markets shift and client needs evolve
Framing the current investment market and positioning for what comes next is a subjective process for asset allocators, with plenty of room for nuances in...
Exposure compression: Why institutional portfolios move in sync, when they shouldn’t
Despite aiming to deliver “diversified” results, most balanced portfolios pivot around the same risk levers and dominant names. It means exposure...
The overlooked gem that’s not in Australian portfolios
The broadening menu of yield-bearing investments available to Australian investors in recent years has given much broader scope for diversified allocations....
Assessing risk/return in a falling rate environment
With a rate-cutting cycle underway, it can be tempting to search for higher-yielding investments. However, it’s important to also consider risk in a volatile...