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
Real diversification requires proactive allocation strategies: Atlantic House
How do investors stay on top of diversification and maintain adequate levels of non-correlation when markets oscillate with every breath, when asset...
Australian Ethical rotates to transition-linked metals as broader resources market weakens
The ethical investor is using the China's sluggish reemergence from the pandemic as an opportunity to rotate into more investments that facilitate a...
The hidden dangers in using style management to create negative correlation
Negative correlation can be an effective way to diversify and protect the underside of multi-asset portfolios, but if the chosen managers stray from their...
Concentration risk and the scourge of lazy portfolios
Lazy portfolios can be overconcentrated, overdiversified, full of yesterday's winners, devoid of structured asset allocation, full of misallocated positions or...
Fund managers urged to position portfolios for new era as generations and geopolitics collide
"The biggest mistake we make as investors is to think that the environment going forward is going to be similar to either the environment that we've had or the...
Surging equity markets highlight importance of valuation discipline: Australian Ethical
An elevated market is a good thing, but investors that take a valuation mindset into asset allocation need to be wary of what that means for prices. "Chasing...
Global risks can hit home with a punch, investors warned
True diversification is the only way for investors to protect themselves against global risk, says Jamie Green. "This includes diversification across asset...
Australian Ethical to 'push more' across asset classes in search of greater market power
The CIO of the $10 billion Australian Ethical wants to triple its funds under management by 2030. Getting on that growth trajectory could mean offshore...
Equity market concentration and the value of spreading across styles
Investors remain concentrated, with most active assets in growth-style funds and passive assets concentrated in giant US technology shares. With valuations...
China relationship brings new volatility dynamic to Australian portfolio management
The importance of Australia's economic relationship with China cannot be overstated, but with the Red Dragon's economy faltering and our historically close...
Volatility on the Atlantic House local menu in ‘24
"Volatility is the most persistent diversifier," says Atlantic House Australian head Andrew Lakeman. "People are starting to realise that, as well as realising...