Asset Allocation Videos

The Value of Unlisted Property Funds in Investment Portfolios

John Di Monda, CEO and Fund Manager at GDA Group explains why unlisted property funds can provide a stable, income-generating, and low-volatility component within a diversified investment portfolio. Understanding the differences between unlisted and listed property funds can also highlight how unlisted property funds can be a more compelling opportunity for long-term investors.

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.

Income Investing’s New Rulebook: How to Earn a Real Yield as Rates Keep Rising

For most of the past 15 years, income investors had to choose between near-zero returns and reaching for yield in riskier corners of the market.

Fixed Interest Macro Investor Education ETF Managed Fund Asset Allocation

28 Oct 2026

· Simon Turner

· 9 MIN READ

Six Adjustments You Can Make Right Now to Optimise Your Portfolio’s Risk-Adjusted Returns

The ground has shifted under most investors’ portfolios in recent months.

Asset Allocation Investor Education ETF Managed Fund

26 Oct 2026

· Simon Turner

· 13 MIN READ

How to Stress Test Your Portfolio Before the Next Market Shock

A portfolio stress test applies past market shocks, such as the Global Financial Crisis (GFC), to your current asset allocation to estimate how much your portfolio could fall. It is a simple way to check whether your strategy, diversification and cash buffer would hold up in a downturn.

Investor Education Asset Allocation

22 Oct 2026

· Sara Allen

· 8 MIN READ

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