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
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...
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...
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...
Energy shock forces a portfolio rethink: why Atchison is backing the US over Australia
Atchison has moved Australian equities to underweight and US shares to overweight, arguing the energy shock has exposed a structural mismatch between where...
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...