ASSET ALLOCATION

Financial planning

Two commentators have shared why the inclusion of alternatives in a diversified portfolio shouldn’t be a simple switch with a traditional asset and will depend heavily on...

Funds management

Global fund managers are the most overweight to US equities since August 2013 on the back of the election of Donald Trump as US president-elect, according to Bank of Amer...

Funds management

Mason Stevens has appointed a portfolio manager from AMP as its new head of asset allocation as David Macri departs after just over a year. ...

Funds management

T. Rowe Price has cut its exposure to Australian bonds as it believes the RBA’s next monetary policy move will lead to higher bond yields. ...

Funds management

BlackRock is opting to stay selective when it comes to its credit exposure because it believes spreads have tightened in light of strong demand....

Funds management

Demand for ETFs is only set to climb higher with over one-third of financial advisers planning to lift their ETF allocation in the next 12 months....

Funds management

The secular backdrop for the next five years invites advisers to reverse the typical 60/40 per cent equity and bond asset allocations in portfolios, according to PIMCO fi...

Funds management

Schroders portfolio manager and head of fixed income, Kellie Wood, has shared the asset allocation in the firm’s Fixed Income Fund as the RBA finds itself in a tricky sit...

Financial planning

The investment appetite for private markets climbs higher as 70 per cent of advisers say they plan to raise clients’ allocations to the asset class and adviser education ...

Funds management

Zenith Investment Partners’ Damien Hennessy describes why the firm is adding duration for bond allocations in its investment portfolios to manage possible economic condit...

Features

Advisers and platforms have a role to play in educating their clients with alternative investments, according to Praemium, as research finds alternative assets are set to...

Funds management

T. Rowe Price believes Australian growth is successfully managing to shrug off consumer weakness, but the firm’s multi-asset team is not yet positive enough to increase i...

Financial planning

With HNW investors representing the largest market for alternative assets, Praemium and CoreData research underscores why this presents a compelling opportunity for advis...

Expert Analysis

There are multiple reasons for advisers to consider an allocation to gold when building client portfolios beyond its diversification purposes, writes Jean-Baptiste Bertho...

Funds management

Schroders’ fixed income managers Adam Kibble and Kellie Wood have shared their views on Australia’s monetary policy path and whether term deposits should play a role in c...

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