Investment
Asset allocation insights and portfolio construction frameworks for Australian financial advisers and asset consultants.
- Abbey Minogue
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China relationship brings new volatility dynamic to Australian portfolio management
The importance of Australia's economic relationship with China cannot be overstated, but with the Red Dragon's economy faltering and our historically close...
Volatility on the Atlantic House local menu in ‘24
"Volatility is the most persistent diversifier," says Atlantic House Australian head Andrew Lakeman. "People are starting to realise that, as well as realising...
To find their way through markets, investors need ‘optionality’
For the last decade, equities (repackaged and otherwise) have reigned supreme. But in a market where everything might soon start to break, investors have to be...
Quality over quantity: How Claremont Global avoids managed-fund pitfalls
Most managed funds simply hold too many stocks to provide reliably effective returns for investors, according to Claremont Global head Bob Desmond, who says a...
Opportunity awaits agile investors in 'new regime': BlackRock
Rapid economic and geopolitical changes have led to a new investment regime in the latter half of 2023, according to the BlackRock Investment Institute....
Diversification is a free lunch, but you get what you pay for
Diversification is one of the most effective tools an investor can use, for the simple reason that spreading risk means you are unlikely to get wiped out if...
Analysts make the case for exposure timing and structured correlation
As an ever-more-connected world makes it harder to deliver uncorrelated portfolios, there are still strategies investors can use to add diversification....
Last mile for tightening as sovereign wealth investment themes come into view: Invesco
Inflation is in a transitory phase but the downward trend looks set to continue. Sovereign funds around the world are adjusting accordingly, with 5 major...
Active v passive reimagined: When imperfect is perfect
The popular debate lacks nuance. Neither are foolproof but both can play a crucial role in building portfolio resistance and balancing the risk/reward dynamic.
In falling markets, dollar-cost averaging can help reduce exposure
Dollar-cost averaging allows investors to be in the market for the good days as well as the bad. This can help reduce exposure to market declines, as recent...
Investors revisiting 60/40 split as slowdown threatens share returns
The traditional 60/40 portfolio mix of shares and bonds may be due a shakeup in 2023, as market participants look to add fixed-income exposure to help offset a...