asset allocation

Latest news and analysis on asset allocation

Income Series

The ultimate guide to Australian income investing

Signal or Noise presents its first ever income-oriented episode, looking at the cross-asset ways to make passive cash in a volatile market.
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Livewire Exclusive
Livewire Markets
Fixed Income

This asset is "priced for perfection" - and Schroders is shorting it

Schroders' fixed income team are preparing portfolios for the "next" economy - which smells a lot like the 1970s.
Hans Lee
Livewire Markets
Macro

Will Big Tech save the day?

Key Points: • Global equities have performed well so far this calendar year, driven in large part by large cap tech companies. • This rally has been exceptionally...
Alex Cathcart
Drummond Capital Partners
Equities

The worry list for shares (and the good news!)

There is an old rhyme in financial markets to leave a clean slate in time for the American autumn. But is this time different?
Shane Oliver
AMP
Asset Allocation

5 ways to prepare your portfolio for an uncertain interest rate path

Pause, skip or hike? The US Fed's near-term path remains uncertain. And that leaves downside risk for investors in US equities.
Isaac Poole
Oreana Financial Services
Asset Allocation

Getting tired of Goldilocks

What does Goldilocks look like, exactly, anyway.
David Berthon-Jones
Aequitas Investment Partners
Macro

Why competing narratives mean you should be underweight equities

Markets love a narrative. But the host of competing narratives leaves equities exposed to downside risk. Remain defensive to manage risk.
Isaac Poole
Oreana Financial Services
Equities

How these investors find quality (and 12 stock examples)

Two global fund managers define Quality investing and delve into 12 stocks
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Hans Lee
Livewire Markets
Asset Allocation

What to do when the Fed makes a mistake

History is against the Fed as a credit crunch looms in the US economy. Now is the time to prepare portfolios against the coming correction.
Isaac Poole
Oreana Financial Services
Macro

Can equities have a soft landing while the economy goes into recession?

The Federal Reserve's own economists now believe a mild recession is inevitable stateside. Equity traders disagree.
Hans Lee
Livewire Markets
Education

Doing the maths on diversification

InvestSMART's Evan Lucas takes you through the theory (and the proof) for why diversification matters in investing.
Evan Lucas
InvestSMART
Macro

Giselle Roux is no stranger to the big issues, be it markets or diversity

Independent consultant Giselle Roux has had an unusual path in the investment world and it's shaped her insights on markets.
CSL
Sara Allen
Livewire Markets
Macro

The RBA is between a rock and a hard place

Relative to history, current levels would be considered strong. But the cycle is what matters, and loans have overshot to the downside.
David Berthon-Jones
Aequitas Investment Partners
Asset Allocation

Lazard's Temple: US stocks could fall 15% even without a recession

Lazard's Chief Market Strategist argues valuations are too high and markets are too optimistic, with a recession likely in H2 2023.
Hans Lee
Livewire Markets
Asset Allocation

Why we prefer Australian shares (and bonds) over global rivals right now

The RBA's latest rate hike leaves it close to a pause from Q2. Isaac Poole of Oreana thinks that will provide a support for Aussie equities.
Isaac Poole
Oreana Financial Services
Equities

Seven reasons why Australian shares are likely to outperform global shares over the medium term

AMP's Chief Economist Shane Oliver states the case for why the ASX is in for a better time than its overseas counterparts.
Shane Oliver
AMP
Macro

Why this year’s rally is not a bear market rally (and what it means for equities)

Last year’s equity drawdown was NOT the recession bear market. And this year’s rally is NOT a bear market rally. That bodes well for 2023.
Isaac Poole
Oreana Financial Services
Macro

"The nail in the coffin": Why the Bank of Japan's policy change matters to you

Has the Bank of Japan's yield curve control pivot heralded the end of something much greater? Livewire's Hans Lee investigates.
Hans Lee
Livewire Markets
Education

Weighty decisions – an overview of portfolio construction

How Allan Gray uses probability theory to optimise the risk and return of their investments.
AWC
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Justin Koonin
Allan Gray
Asset Allocation

Morgan Stanley: Investors are still "vulnerable to disappointment"

Lisa Shalett, Morgan Stanley Wealth Management's Chief Investment Officer, argues 2023 will be a year of being "paid to wait". Why? Find out here.
Hans Lee
Livewire Markets
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