Asset Allocation Videos

Commercial Property: Why It Should Be in Your Investment Portfolio

Charter Hall Direct CEO, Steve Bennett, shares insights on the role of commercial property within a diversified investment portfolio. Learn how this asset class complements other portfolio holdings, strengthens income stability, and positions investors for long-term growth as we enter the next phase of the property market cycle.

Insights on investment markets and where the opportunities are for investors

Roger Montgomery provides us with an overview of current investment markets, identifies trends, key economic indicators and outlines the impact for investors. He talks us through the small cap opportunity both domestically and global plus provides a recap of what private credit is and the opportunities for investors.

Looking across the asset classes

Designed to leverage our contrarian approach, the Allan Gray Australia Balanced Fund combines the performance clients may be looking for with the flexibility and ability to go against consensus that they need to drive results. Chris Hestelow is an Investment Specialist at Allan Gray. Chris joined Allan Gray in 2019 as a Research Associate, before moving into the Relationship Manager role in 2020.

The Swell Global Portfolio

The Swell Global Portfolio is a carefully selected portfolio of international equity investments listed in developed markets. The principal objective is capital preservation, therefore there is a greater emphasis on preventing losses than reaching for higher returns. Lachlan Hughes founded Swell Asset Management in 2014. He is the CIO with responsibility for investment decisions. Lachlan’s career spans over 22 years in legal and analytical roles, with 15 years in investment management.

A review of how exposure to Asian investments can provide a low correlated addition to your portfolio.

Thanks to the Asian region's growth potential and better management of the pandemic, it has become a core asset with superior long-term growth characteristics. More recently, demographics and digitalisation helped fuel economic and business expansion and played an important role in the region’s resilient economy… and yet it’s an investment sector that we hear very little about.

Emerging markets are the cheapest they’ve been in decades. Is this an opportunity or a warning?

Emerging markets (EM) equities are trading at less than half the valuation of their US counterparts, the widest gap in at least twenty years.

Macro Asset Allocation Investment Themes Managed Fund

24 Aug 2026

· Simon Turner

· 7 MIN READ

Being bearish sounds smart. Being bullish tends to pay. Here’s the evidence.

Markets have never lacked reasons to worry. There’s generally a long list of macro risks and challenges that need to be navigated. Yet the data on which investors succeed tells a clear story: cautious optimism has consistently outperformed pessimism.

Macro Investor Education Asset Allocation

5 Aug 2026

· Simon Turner

· 6 MIN READ

How to Invest Like the Super Rich

The rich just keep getting richer. In Australia, the top 10% now control over 58% of national wealth, while the top 1% own almost half of the nation’s wealth.

Investor Education Asset Allocation ETF Managed Fund

25 May 2026

· Simon Turner

· 7 MIN READ

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