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ASSET ALLOCATION News & Analysis

Should you only invest in shares?
Personal Finance
Should you only invest in shares?
Shares have higher long-term returns and some investors don’t think there is a point in investing in bonds.  For some investors this may...
Mark LaMonica, CFA | 02 December 2024
Are industry super funds too big to be successful?
Retirement
Are industry super funds too big to be successful?
Warren Buffett warned of the perils of size when it comes to asset pools. Will industry super fall victim to suze?
James Gruber | 05 November 2024
Is this a safe way to get higher returns in retirement?
Retirement
Is this a safe way to get higher returns in retirement?
Conventional wisdom tells retirees to seek safety with a conservative asset allocation in retirement. Is there a better way?
Mark LaMonica, CFA | 31 October 2024
Mark to market: Which super option should I choose?
Personal Finance
Mark to market: Which super option should I choose?
Mark answers a reader question about deciding between different super options. 
Morningstar | 17 October 2024
My disinterest in investments as an investment specialist
Personal Finance
My disinterest in investments as an investment specialist
Going against the grain and focusing on the real drivers of investment success
Shani Jayamanne | 16 October 2024
Chart of the week: What's in a name? Balanced funds appear anything but balanced
Funds
Chart of the week: What's in a name? Balanced funds appear anything but balanced
This week’s chart of the week comes from Morningstar’s latest Superannuation Landscape Report and urges investors to look beneath the...
Shani Jayamanne | 03 October 2024
Are you ready for retirement?
Retirement
Are you ready for retirement?
A four step checklist to get ready for retirement. 
Mark LaMonica, CFA | 30 September 2024
The three elements of a successful transition to retirement
Retirement
The three elements of a successful transition to retirement
Transitioning to retirement can be a perilous time for investors. A plan helps and here is mine. 
Mark LaMonica, CFA | 15 September 2024
Should you only invest in shares in retirement?
Retirement
Should you only invest in shares in retirement?
The risks and opportunities of a portfolio heavily weighted to shares in retirement.
Mark LaMonica, CFA | 09 September 2024
Lessons from the rule of 72
Personal Finance
Lessons from the rule of 72
A quick take on how the rule of 72 helps investors understand the pathway to building wealth.
Mark LaMonica, CFA | 03 September 2024