Money Management Portfolio Construction Guide 2024
The economy is entering a new phase as markets call an end to monetary policy tightening campaigns. Inflation is well past its peak and is returning to the target range, albeit at a slower pace than originally anticipated.
But despite interest rates steadying and inflationary pressures easing, the outlook remains uncertain. Markets are bracing for a downturn, but analysts are split over the extent of weakness in the global economy for the year ahead. Adding to this uncertainty is continued geopolitical instability with the eruption of tensions in the Middle East dampening market confidence.
This environment calls for a careful, thorough assessment of investment opportunities, backed by the latest data and expert analysis from leading wealth professionals.
Money Management’s Portfolio Construction Guide 2024 aims to serve as a valuable resource for investors and financial advisers looking to built and preserve wealth in a rapidly evolving landscape. In partnership with some of Australia’s leading investment firms, the guide offers insight into the mechanics underpinning portfolio construction and unpacks the latest trends across three key asset classes.
Specifically, the guide explores:
- ETFs with Russell Investments
- Private markets with Metrics Credit Partners
- Retirement income with Challenger
- The art and science of portfolio construction with Zenith Investment Partners
On behalf of Money Management and our partners, we hope this guide empowers you and your team to make the right investment decisions for your clients.
