Following is a list of Asset Allocation articles published on PortfolioConstruction Forum throughout 2003...
While the "noise" about farming is that it's hard, risky and drought ridden, Research House AAG says the perception that our farmers are struggling is wrong. The top performers in Agribusiness are quietly getting on with the job and so don't provide "good copy" for the press. Australia lags the world in realising the opportunities in this sector, agribusiness research house AAG contends... Full Story >
So you accept that your clients should have an exposure to Asia - but should that be a standalone allocation, or is it best to leave the allocation to Asia to an international equity fund managers? Full Story >
Everyone knows the Australian share market is overweight financial and resource stocks, and underweight technology, health care and energy stocks, compared to the world share markets. Given our home country bias, Australian advisers need to plan and manage sector allocation as well as country allocation. Here's a tool which may help... Full Story >
What should your asset allocation models look like going forward? Is strategic and tactical asset allocation past its "use by" date? Proponents of different asset allocation approaches argued their merits and weaknesses at THE Investment Conference 2003 (18/19 August 2003)... Full Story >
The diversification effect of fixed income in a portfolio has increased quite dramatically in the past three years, explained Greg Cooper, Director of Schroder Investment Management Australia at last week's Portfolio Construction Forum Researchers' Roundtable. Here are full minutes (notes plus slides) of Greg's presentation... Full Story >
Nothing like a "slap in the face" from reality to send people back to basics. According to some, abandoning traditional asset allocation is the answer. So how important is asset allocation? Research shows it explains 40 per cent, 90 per cent AND 100 per cent of fund performance. Full Story >
Fund research house ASSIRT recommends overweighting Aussie equities in 2003. Full Story >
The big issues facing trustees this year will be asset allocation and equity market performance. Investor Weekly's Rebecca Hewett reports. Full Story >
