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Asset Allocation

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

Latest: Asset Allocation

Asset Allocation

Global listed infrastructure – Shielding US tariffs

The global listed infrastructure sector's attractive characteristics remain intact, despite the high level of market volatility.
Sarah Lau
Resolution Capital
Asset Allocation

Warning: Professional investors just turned the most bearish on shares in 30 years

The latest Bank of America survey shows a broad consensus among professionals that US stocks and the greenback could keep falling.
ASX
Tom Richardson
Livewire Markets
Asset Allocation

The trillion-dollar question

Stock markets are on sale: 15-20% off their recent highs. But are they a bargain? Or is the sale because earnings are about to turn rotten?
Damien Klassen
Nucleus Wealth
Asset Allocation

"Selling out is the worst thing you can do" - Ben Clark on how to handle today's market carnage

We assess the damage, find the ASX’s biggest winners and losers and get the expert view on how to position yourself going forward.
BHP
+7
Tom Stelzer
Livewire Markets
Asset Allocation

Why investors needn’t – and presently shouldn’t – own gold

10-year Treasuries also hedge against inflation, recession and uncertainty; moreover, unlike these bonds, boom-bust cycles plague gold.
Chris Leithner
Leithner & Company Ltd
Asset Allocation

Bitcoin, ethereum – income through high-yield crypto contracts | Clint Maddock

An income-focused fund in digital assets that applies a trading strategy originally developed for traditional fixed-income markets.
Murdoch Gatti
York Wealth Management
Asset Allocation

Resource royalties & how they can outlive miners' boom & bust cycles | Simon Klimt

If your familiar with Royalties or you’re sitting there wondering what is a Royalty? Then join us as Simon sheds light on all these areas.
Murdoch Gatti
York Wealth Management
Listed Series
Sponsored

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
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