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Asset Allocation

The multi-asset perspective, covering trends across key asset classes and relative weightings between them.

Latest: Asset Allocation

Listed Series
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Vanguard Diversified Income ETF – A smarter way to earn income?

Reddit is buzzing with questions about Vanguard’s new income ETF, VDIF. We speak to its fund manager to understand how it works.
Vishal Teckchandani
Livewire Markets
Asset Allocation

The GOAT of investing

This investment philosophy focuses on companies that have developed a sustainable competitive advantage over its competitors.
Arian Neiron
VanEck
Asset Allocation

Here's how I think about owning gold, bitcoin, and stocks in Trump's world

Gold is surging versus the Australian dollar, bitcoin has gone gangbusters and stocks are falling, so how should you position?
Tom Richardson
Livewire Markets
Asset Allocation

Debt could be more reliable than equities in 2025

Credit investments have historically had low yields. Now the tables have turned.
Simon Arraj
Vado Private
Asset Allocation

Diversification is important now more than ever

The last three months have seen big swings in the world’s stock markets. Over that period, the performance of five of the most important has been as follows: Europe...
Tom Stevenson
Fidelity International
Asset Allocation

7 ETFs to help weather market turbulence

With the S&P 500 briefly entering a technical correction and recession fears brewing, these ETFs could help when markets are shaky.
+4
Hans Lee
Betashares
Asset Allocation

Wilson's Damien Boey on how to position for the liquidity drain rocking share markets

The gun strategist's research shows US government spending is plummeting and says investors must rethink portfolio allocation in 2025.
BHP
GMG
+3
Tom Richardson
Livewire Markets
The Pitch

Now is not the time for big risk-on or risk-off portfolio decisions

MLC Asset Management’s Anthony Golowenko discusses how he is positioning MLC’s separately managed account portfolios.
Sara Allen
Livewire Markets
Asset Allocation

How to protect your portfolio amid volatility

Three experts, three strategies. In a volatile market the path forward isn’t obvious, but the prepared will know where to look.
+6
Vishal Teckchandani
Livewire Markets
Asset Allocation

Navigating 2025: The case for defensive assets in SMSF portfolios

The current investment landscape warrants a more balanced approach to asset allocation.
Simon Arraj
Vado Private
Asset Allocation

Bitcoin is a superior savings tool to cash, says Australian tech CEO

If you wouldn't touch bitcoin with a barge pole, former Macquarie banker and tech entrepreneur Dan Roberts has a message for you.
Tom Richardson
Livewire Markets
Asset Allocation

Why is a lump of useless metal smashing the market?

Gold has smashed the market over the past five years. What does this really tell us about the Aussie economy and how it is managed?
Greg Canavan
Fat Tail Investment Research
Asset Allocation

Where to for private credit? | Andrew McVeigh

Hear Andrew, MD of Remara discuss the business & sheds light on Remaras' Private Credit Income Fund, which has returned 12.31% average p.a.
Murdoch Gatti
York Wealth Management
Asset Allocation

Donald Trump boosts cryptocurrencies: should investors take heed?

Wind the clock back a few years and if you had asked investment professionals for their opinions on cryptocurrencies, you would likely have received a withering...
Dan Farmer
MLC Asset Management
Asset Allocation
Sponsored

Your 2025 ETF Investor Guide

As we move into 2025, investors face concentrated equity markets at all-time highs, elevated government bond yields and political uncertainty. In our latest ETF...
Betashares .
Betashares
Asset Allocation

Exceptional start to the year

There were no shortage of market moving events to start the year. The inauguration of President Trump and a flurry of executive orders, a bond market sell-off saw...
Kerry Craig
J.P. Morgan Asset Management
Asset Allocation

Aussie tech CEO forecasts bitcoin price to hit $US1 million by 2030

It's the best performing asset of the past decade, but can the bitcoin price really soar 10-fold again by 2030. Dan Roberts thinks so.
Tom Richardson
Livewire Markets
Asset Allocation

Is it time to diversify beyond property?

With such a high proportion of wealth dedicated to property, Australian households among the most indebted in the world.
Simon Arraj
Vado Private
Asset Allocation

AMP's investment chiefs talk up its Bitcoin bet

Just when you thought the bitcoin frenzy couldn't get more bizarre, AMP announced it's jumped in on behalf of its super investors.
AMP
Tom Richardson
Livewire Markets
Asset Allocation

Should you own stocks, gold, or bitcoin? Legendary investor who predicted the ’87 crash has an answer

The post-pandemic world of record money printing and debt means investors must adjust or lose out. Tudor-Jones explains how to make money.
Tom Richardson
Livewire Markets
Asset Allocation

Investors are bullish on these 3 assets - and bearish everything else

Money managers are still bullish, cash is still at multi-year lows, but investors are questioning the soft landing consensus.
Hans Lee
Livewire Markets
Asset Allocation

Descending the wall of hope

When there is no longer a wall of worry to climb, it’s time to start descending the wall of hope.
Sebastian Mullins
Schroders
Asset Allocation

The two ways to respond to back-to-back gains of more than 20% in the stock market

Will the Tigger approach cost investors again just as it did in 1999?
Tom Stevenson
Fidelity International
Asset Allocation

Our glass is still half full - but expect lower returns and more volatility in 2025

We think the potential for investors who ascribe to our top-down thesis to generate above-average returns is still compelling.
Henry McVey
KKR Australia
Outlook Series

Growth, dividend stocks, and even Bitcoin: What Livewire readers plan to buy when the RBA finally cuts rates

What will you do when the RBA finally starts to cut interest rates? The answers are a lot more varied than you may expect.
Hans Lee
Livewire Markets
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