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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 | 14 February 2024
Where can you earn the highest risk adjusted returns
Personal Finance
Where can you earn the highest risk adjusted returns
Pitchbook’s Quantitative Perspective Report outlines shifts in relationships between risk and returns. 
Shani Jayamanne | 14 February 2024
Foundations of financial independence Module 5: Asset allocation
Personal Finance
Foundations of financial independence Module 5: Asset allocation
Mark LaMonica, CFA explains why asset allocation is so important to your portfolio outcomes, how to connect asset allocation to your required rate of...
Shani Jayamanne | 07 January 2024
How to set an investment goal
Personal Finance
How to set an investment goal
Have you lost sight of the link between the way your portfolio is designed and the reasons you are investing in the first place?
Mark LaMonica, CFA | 29 December 2023
5 steps to create an investment strategy
Personal Finance
5 steps to create an investment strategy
Designing an investment strategy can be an expensive endeavour. Here is how to create one yourself.
Mark LaMonica, CFA | 09 November 2023
Our favourite property ETF retains Gold rating
ETFs
Our favourite property ETF retains Gold rating
Morningstar analysts believe this top-rated ETF is an excellent choice for domestic REIT exposure. 
Morningstar | 05 November 2023
Are you ready for retirement?
Retirement
Are you ready for retirement?
A four step checklist to get ready for retirement. 
Mark LaMonica, CFA | 01 November 2023
Why cash is not the answer
Personal Finance
Why cash is not the answer
Morningstar’s CIO for EMEA, Mike Coop says cash is back as a home for capital – but only for shorter term needs
Mike Coop | 29 October 2023
Don’t follow the trading herd over the cliff
Personal Finance
Don’t follow the trading herd over the cliff
Ignore the short-term noise and stick to your investment plan.
Larry Swedroe | 25 October 2023
The biggest loss this year in my SMSF portfolio
Stocks
The biggest loss this year in my SMSF portfolio
Regardless of the strengths of a stock, there are no certainties. Bond rates have risen far higher than most analysts expected and 'bond proxies'...
Graham Hand | 19 October 2023