portfolio construction

Latest news and analysis on portfolio construction

Weekend Report

Trending On Livewire: Weekend Edition - Saturday 30th November

ASX 200 reached record highs this week, fueled by small and mid-cap gains, signaling strong momentum into year-end.
Livewire Exclusive
Livewire Markets
Education

How financial advisers build the portfolio of your dreams

Ever wondered what it takes for the professionals to build portfolios for clients? Wonder no more.
Sara Allen
Livewire Markets
Asset Allocation

Your portfolio may not be as well diversified as you think – Part 2/2

But good news - it's not that hard to fix.
Sebastian Ferrando
Koda Capital
Asset Allocation

Your portfolio may not be as well diversified as you think – Part 1/2

But good news - it's not that hard to fix.
Sebastian Ferrando
Koda Capital
Asset Allocation

How to invest $1 million in FY25

With the help of two expert asset allocators, Alex Ventelon from Morgan Stanley and David Cassidy from Wilsons Advisory.
Ally Selby
Livewire Markets
Undiscovered Funds

The investment secrets of Australia's billionaires

Livewire sat down with two experts to learn how the country's ultra-wealthy invest.
Ally Selby
Livewire Markets
Education

6 steps to get your portfolio ready for 2024

Before switching off after (another) hectic year, take the opportunity to review your investments using the following checklist.
Glenn Freeman
Livewire Markets
Funds

Portfolio construction from an industry insider

In this instalment of Inside the Rope, David welcomes Jason Coggins, previous Head of Investment Research at Koda Capital. Jason delves into the nuances of building...
David Clark
Koda Capital
Asset Allocation

Goldman Sachs' 3 most underpriced market risks for 2024

Plus, a note on how the investment bank's high-net-worth team is investing ahead of next year.
Hans Lee
Livewire Markets
Expert Insights

The days of uncorrelated bond and equity returns could be behind us

The coming decade looks different to the last and with that means a change in the usual methods of diversification according to Atrium.
Sara Allen
Livewire Markets
Asset Allocation

Forward looking vs backward looking return forecasts

Static expected return forecasts lead to harsher drawdowns. Forward-looking forecasts produce more resilient portfolios.
John Bilsel
Innova Asset Management
Equities

Performance of Australian high yield portfolios

High yield ASX-listed stocks offer a long-term premium of 2.3 per cent, below average market risk and above-average interest rate risk.
BHP
COL
+5
Jason Hall
Hamilton12
Fixed Income

How Australian is your Australian fixed income benchmark? The answer may surprise you!

We take a closer look at why Australian fixed income benchmarks may not be as Australian as some think.
Clive Smith
Russell Investments
Listed Series

Can you replicate the Future Fund via the ASX?

Australia's sovereign wealth fund has strong performance over an extended period. So we asked, can you replicate it via the ASX?
Chris Conway
Livewire Markets
Equities

How to value: Equities

Considering a valuation model for equity total returns, and how that can help investors understand what they own or might want to own.
Max Pacella
Rest Super
Education

How Dr Phil Hofflin separates the signals from the noise (and uses the value premium to supercharge returns)

Over the long run, value portfolios beat growth portfolios at their own game.
David Thornton
Livewire Markets
Outlook Series

Is the 60/40 portfolio dead, or just on holiday?

This portfolio approach is underpinned by a couple of key ideas which, though partially flawed, hold important implications for its value to investors in 2023 and...
Simon Doyle
Schroders
Education

Studies show positive correlation between portfolio concentration and performance

In a sea of mediocre investment opportunities, those managers that concentrate portfolios in exceptional companies outperform.
Will Simpson
Blue Oceans Capital
Fixed Income

The #1 risk for credit investors (and how to avoid it)

The lowering of interest rates to historical lows has driven investors to consider higher-yielding credit strategies simply to earn an ‘acceptable’ headline return. ...
Clive Smith
Russell Investments
Buy Hold Sell

How to beat the inflation blues (and 2 stocks to do so)

If you've been noticing a little less cash in your wallet recently, it's very likely that inflation is to blame. For the 12 months until the end of September, the...
BXB
STO
Buy Hold Sell
Livewire Markets
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