Portfolio construction guide 2026: A comprehensive guide to portfolio construction for financial year 2025–26
Welcome to the latest edition of the Money Management Portfolio Construction Guide, where we explore and demystify five essential asset classes for financial advisers.
In this edition, we take a deep dive into the five key asset classes that continue to shape portfolio strategy in the 2025–26 financial year. With each chapter, you’ll gain direct insights from leading managers on current market trends, opportunities, and how each asset class can support more resilient and diversified client portfolios.
Specifically, this e-book will cover:
- Fixed income with Capital Group
- Multi-asset with Australian Ethical
- Private credit with Metrics Credit Partners
- Real estate with Metrics Credit Partners
- Small-cap equities with Prime Value
On behalf of Money Management and our partners, we hope you enjoy reading this guide.
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