Investment
Asset allocation insights and portfolio construction frameworks for Australian financial advisers and asset consultants.
- Abbey Minogue
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- Nicholas Way
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- The Inside Adviser
Contrarian investing in the age of foolishness
Markets are poised for more damage after a remarkable bull run, and Orbis Australia believes now is the time when contrarianism will prove its worth. “It...
This is where pension funds are looking to deploy capital
Global investment consultant and support network to the pension fund industry, bfinance, this week released its latest Market Intelligence and Market Trends...
U.S. Fed rate hike implications for portfolios
The US central bank announced a quarter percentage point increase in its benchmark rate overnight, which was widely expected. For the first time in three years...
Advisers can no longer ignore the macro
With volatility and inflation on the rise, things aren’t looking too good for the near future; that’s the broad view of the Global Macro team at JP...
What do I do when nearly everything is down?
Just a few short months ago, we were asking the question “are equities too expensive?” The threat of rate hikes then switched the rhetoric to...
Emerging market allocations poised for long-term success
Martin Currie has released its Global Emerging Markets 2022 Outlook research note, which gives investors enough reasons to be invested in 2022 and what to...
The death of the 40/60 is overstated
The 40/60, or balanced, portfolio has seen a growing stream of eulogies as “experts” the world over suggest it is broken. The reason, they surmise,...
Forward looking measures to drive ESG says Perennial
The suggestion that investing in a more responsible or sustainable manner detracts, rather than adds to returns has now been debunked, with research proving...
From Goldilocks to gold: Mercer sets scenes for inflation
Mercer has urged investors to consider a wider range of inflation scenarios in portfolio design plans as price uncertainty ramps up across the world. In a new...
The rise and fall (and rise and fall) of thematic investing
The 2020s are set to be the years of thematic investing – but so were the early 2000s. And the more things change, the more they stay the same. One of...
Syndication and fractional investing offer 'free lunch'
In the 1950s American economist Harry Markowitz opined that diversification was the only “free lunch” in investing: a reference to the role of the...