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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

Did Tom Stevenson's crystal ball deliver this year?

Last December, I thought the recession that didn’t arrive in 2023 would finally show up in 2024 on the back of higher for longer interest rates. From a UK perspective,...
Tom Stevenson
Fidelity International
Asset Allocation

What’s on the horizon across asset classes in 2025?

2024 was a year marked by global inflation and economic growth concerns. As we head into 2025, volatility will remain an enduring constant.
+5
First Sentier Investors
First Sentier Investors
The Rules of Investing

Top-rated adviser Paul Burgon reveals his 10 principles for investing in 2025 and beyond

One of Australia’s top-rated financial advisers explains how you can invest like the best and set up your portfolio for success
The Rules of Investing
Livewire Markets
Asset Allocation

How we are investing for a changing and more complex world in 2025

Most investors expect to see increased volatility in markets in 2025 and beyond. We tend to agree.
Ali Dibadj
Janus Henderson
Views from the Top

2025 will provide a reality check for markets - and these assets could benefit the most

Plus, why Trump's second era of tariffs may not have as consequential an impact as markets fear.
Hans Lee
Livewire Markets
Asset Allocation

Uncovering covered calls

Australian investors are increasingly exploring covered call strategies for reliable cash flow and to manage volatility.
Marc Jocum
Global X ETFs
Asset Allocation

Key implications of Trump 2.0 for Private Equity

We remain optimistic about private equity’s ability to navigate change in a dynamic environment
Neuberger Berman
Neuberger Berman
Asset Allocation

Why we're continuing to add stocks and credit to portfolios in 2025

2025 should be another good year for risk assets: Moderate growth and disinflation support elevated valuations.
Alexandre Ventelon
Morgan Stanley Wealth Management
Asset Allocation

Multi-Asset 2025 Outlook: Will growth Trump inflation?

The incoming Trump administration’s pro-growth policies may be about to put the US Federal Reserve in a very tight spot.
Sebastian Mullins
Schroders
Asset Allocation

Emerging Markets: On the cusp of a renaissance

Emerging markets, home to 80% of the world's population, are poised for growth with nearly 2 billion people expected to join their formal economies over the next...
Lazard Asset Management
Lazard Asset Management
Asset Allocation

9 "sensibly priced" investment ideas for 2025

Plus, why investors will have to question whether Donald Trump's pro-growth policies are really pro-inflation ones.
Hans Lee
Livewire Markets
Asset Allocation

"It's tricky": Why Morgan Stanley is holding firm to "underweight" ASX banks call in 2025

Its model portfolio may have underperformed the benchmark by 2.25%, but Morgan Stanley's sell-side team are holding firm to their call.
BHP
+8
Hans Lee
Livewire Markets
Asset Allocation

Unlocking value beyond consensus in gold, energy & consumer staples | Michael Goldberg

Hear Michael, Co-Founder of Collins St AM, explain how hands-on research & real-world insights uncover hidden value in Aussie equities.
BPT
CSR
+9
Murdoch Gatti
York Wealth Management
Asset Allocation

Nothing could possibly go wrong

We could see a narrowing of returns across market sectors as more expensive areas of the market grow into their multiple.
Alex Cathcart
Drummond Capital Partners
Asset Allocation

Which is better for your portfolio: Gold or Bitcoin?

Bitcoin prices are surging, gold prices (after surging all year) appear to be faltering. So, which is the better bet for your portfolio now?
+3
Carl Capolingua
Livewire Markets
Asset Allocation

How crowdfunding is reshaping VC & real-estate | Steven Maarbani

We discuss the evolution of crowdfunding, the VentureCrowd platform & how the digitisation of VC & Property may be the future of investing!
4DX
Murdoch Gatti
York Wealth Management
Asset Allocation
Sponsored

Allocations to private markets are increasing

Since 2018, the private markets sector AUM has grown by almost 20% per annum, reaching $13.1tn as of 30 June 2023(1). In Australia, private markets continue to thrive...
Fidante .
Fidante
Asset Allocation

6 bonkers stats revealed in Warren Buffett’s latest stock selling spree

Warren Buffett's swelling cash pile reaches US$325 billion. So what does it suggest?
+5
Hans Lee
Livewire Markets
Asset Allocation

Nicholas Chaplin | Generating income with hybrid securities

Nicholas shares his thoughts on how Hybrids have evolved from 1990s, to the notable CBA PERLS, to where we are today & role of secondaries.
+6
Murdoch Gatti
York Wealth Management
Asset Allocation

How you can have higher returns and lower volatility in your portfolio

Ahead of Livewire's Alternatives in Focus series for 2024, I revisit this asset class and the benefits it can offer in a portfolio.
Sara Allen
Livewire Markets
Asset Allocation

The Australian asset class offering "very good value" right now, according to JPMorgan AM

Plus, why Chinese stimulus announcements may not lead to the same gains the Australian stock market saw in 2008.
Hans Lee
Livewire Markets
Asset Allocation

Bullish investor sentiment is up the most in 4 years. Here's what caused it

...and everyone is piling into stocks as a result.
Hans Lee
Livewire Markets
Asset Allocation

Navigating lending in agriculture, resources, commercial property & hard assets | Adrian Redlich

Join us & hear Adrian Redlich CEO of Merricks Capital unpack lending against hard assets, their recent acquisition by Regal partners & more!
Murdoch Gatti
York Wealth Management
Asset Allocation

SMSFs and the property boom: rebalancing for a more secure future

Read how SMSF trustees can potentially reduce the risk of equity losses during periods of downturn in either property or stock markets.
Simon Arraj
Vado Private
Asset Allocation

What do falling rates mean for Private Markets?

With Jerome Powell of the Federal Reserve recently confirming that, “The time has come for policy to adjust,” here are a few things to keep in mind about how falling...
Teiki Benveniste
Ares Wealth Management Solutions
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