In this episode of Making Cents of It All, co-hosts Kenneth Beanland and Louis Dooley share their FY27 Q2 tactical asset allocation and explain how changing market conditions are influencing portfolio positioning for the quarter ahead.
They discuss:
- Why portfolios have shifted slightly more defensive
- The case for cash and Australian fixed interest
- Why global equities continue to offer attractive opportunities
They also look explore the reintroduction of global fixed income, the shift from AI infrastructure builders towards AI adopters, reduced exposure to Australian listed property and the role of gold, infrastructure and alternative assets in diversified portfolios.
Access the latest Market Outlook report here.
Reach out to us at makingcentsofitall@vincents.com.au with any questions, feedback or topic requests.
The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision, we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.