Chart showing optimized allocation for prospective yield
1 February 2021

Asset Allocation in a Zero Interest Rate World

The current low level of interest rates provides investors with a very low starting point for forecasting future market returns.

This paper considers the role for alternative asset allocations in a 60/40 balanced portfolio in different economic scenarios over the medium term.

28 January 2021

Webinar Q4 2020: 2021 – The Year of the Vaccine

29 October 2020

Webinar Q3 2020: After the Pandemic Panic – What Comes Next?

23 July 2020

Webinar Q2 2020: Staying Afloat in the Second Pandemic Wave

The odd case of the Missing Asset Class, investigated
10 June 2020

Missing Asset Class

Australian investors’ portfolios are commonly allocated between two extremes: low-risk cash and fixed interest at one end, and high-risk equities (predominantly Australian equities) at the other, leaving a rather large gap in the middle.

This is unfortunate, because there is an income-producing asset that sits comfortably in that gap. This is The Missing Asset Class.

23 April 2020

Webinar Q1 2020: The First Pandemic Quarter!

31 March 2020

Special COVID Webinar: Nothing Spreads Like Fear

Webinar Q4 2019 - 2020: Investing for the Next Decade (Not the Last One)
23 January 2020

Webinar Q4 2019 – 2020: Investing for the Next Decade (Not the Last One)

29 November 2019

Better yields than bonds (with less risk than equities)

Investors are facing a common challenge: falling cash rates make it hard to earn a real return above inflation. Record-low yields on asset classes like cash (term deposits) and traditional fixed interest (government bonds) provide little investment income, while attempting to target similar returns from previous years may force investors to allocate into riskier asset classes such as equities, just as those markets are reaching new peaks.