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Following is a list of Asset Allocation articles published on PortfolioConstruction Forum throughout 2005...

In each You Asked For It, we ask the public research houses to respond to topical portfolio construction questions of the day. This time it’s strategic asset allocations to property. Have they reviewed their allocations now advisers have access to global property investments? What are those allocations? Only two research houses picked up this particular guantlet: IWL and Lonsec... Full Story >

In each You Asked For It, we ask the public research houses to respond to topical portfolio construction questions of the day. This time it’s emerging markets. What regions are included? What are the advantages and disadvantages to an emerging markets exposure? What asset allocation is appropriate? Only two research houses picked up this particular guantlet… Full Story >

Specialist asset allocation research house, farrelly’s, has released a paper “Between the Ivory Tower and the Philistines: Practical Asset Allocation” which outlines the academic approach to asset allocation, and the approach taken by most practicing planners, and suggests a middle ground combining the best of both... Full Story >

Continuing low allocations to direct property are “tantamount to the biggest blind spot ever witnessed in the history of asset allocation strategy, says Australian Direct Property Investment Association President Richard Cutler, citing a new study showing direct property significantly reduces portfolio risk and investment loss, while delivering attractive total and income returns… Full Story >

It may be time for investors to consider rebuilding investor exposure to Asian stock markets but they will need to make use of Asia-specific equity products to obtain the desired exposure, says Shane Oliver, head of investment strategy and chief economist at AMP Capital Investors… Full Story >

Australian superannuation funds allocate more to private equity than their European counterparts, and are poised to increase their offshore private equity investment… Full Story >

Using agribusiness managed investment schemes in portfolio construction isn’t a new idea, and at this time of year, it is a downright popular strategy. Research house AAG has just released a number of “thinking points” for those considering including agribusiness offerings in an investment portfolio… Full Story >

Many advisers put their clients into absolute returns funds because they know intuitively that it is the right thing to do, says Professor Les Balzer. But until now, advisers had no real scientific reason to back up that intuition? Full Story >

Global property offers investors low volatility, attractive returns with a strong income component, and a low correlation with the returns from other asset classes, according to a recent research paper issued by Russell Investment Group… Full Story >

While it might be tempting, after two years of strong gains in equity markets, to conclude that we have returned to a world of double digit investment returns, the medium-term outlook remains for high single digit returns from equities, and low returns for bonds, warns Dr Shane Oliver, AMP Capital Investor’s chief economist and head of investment strategy… Full Story >

With unlisted private equity companies comprising such a major part of the economy, it makes sense that they should form part of an investment portfolio as well... Full Story >

Not all rules of thumb make sense, and one of the sillier ones in this industry is the way it labels assets as either growth or income… Full Story >

The New Zealand Superannuation Fund has unveiled a significant shift in its strategic asset allocation and plans to significantly increase its allocation to alternative assets… Full Story >