ASSET ALLOCATION News & Analysis

Going against the grain and focusing on the real drivers of investment success

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...

Warren Buffett warned of the perils of size when it comes to asset pools. Will industry super fall victim to suze?

Benjamin Graham wrote that everyone should hold between 25% and 75% in equities, with the rest in bonds. The right level is the point where you...

Have you lost sight of the link between the way your portfolio is designed and the reasons you are investing in the first place?

Investors began the year optimistic of a soft landing; fast-forward a few months, and rate-cut expectations have been pushed out as economic...

Transitioning to retirement can be a perilous time for investors. A plan helps and here is mine. 

The risks and opportunities of a portfolio heavily weighted to shares in retirement.

Pitchbook’s Quantitative Perspective Report outlines shifts in relationships between risk and returns. 

Mark LaMonica, CFA explains why asset allocation is so important to your portfolio outcomes, how to connect asset allocation to your required rate of...