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
Resilience when it counts
When the going gets tough. As a financial adviser responsible for allocating your clients’ capital, COVID-19 presented sudden and unexpected challenges...
Low interest rates requires a rethink on fixed income allocations
A feature of the investment markets in recent years has been the reduction in cash rates, as central banks attempt to stimulate economies by effectively...
Will Taiwan tension derail emerging market allocations?
As investors start to look past the pandemic, the economic cost and scarring from Covid-19 has been significant. The International Monetary Fund (IMF) says...
As WTW calls for active management
Investors should increase allocations to active management strategies against an increasingly uncertain global backdrop, according to a new Willis Towers...
Portfolio diversification through innovation
Entering 2021, financial advisers and investors are facing many challenges when it comes to managing their portfolios. On the one hand, low interest rates and...
Are return expectations moving ahead of reality?
Schroder’s Investment Management this week released a note to the ASX in which they announced the objective returns of their popular listed and unlisted...
Is this the biggest risk in your portfolio?
While listening to a conference by multi-asset investment manager, Ruffer LLP – an event we covered here – it became evident that most portfolios...
Milestone broadens pControl's reach among big investors
Milestone Group has extended the rollout of its new pControl asset allocation offering to Asia-Pacific to service increasing demand due to greater complexities...
Future fund prepares for worst
One of the most eagerly awaited updates in the investment market is that of the $171 billion Future Fund, Australia’s sovereign wealth fund – and...
Equity manager shifts to 'recovery plays' ahead of V-shaped recovery
High conviction Australian equity manager Blackmore Capital has flagged a major shift in its portfolio ahead of what CIO Marcus Bogdan suggests is a...
Overvalued, undervalued or fair value?
Crystal balls and fortune cookies Is history an investment guide, the rhyme not repeat version? Those that offer advice on asset allocation rely heavily on...