Portfolio Construction

Critical intelligence on asset allocation and implementation across asset classes

The missing piece in climate investing: Euro government bonds
  • 19 May 2026

Explore how climate-focused Euro government bonds can strengthen portfolios through a systematic active ETF approach.

Australian Webcast: Australian Banks – Post Reporting Season reflections
  • 19 May 2026

Andrew Martin, Co-founder and Portfolio Manager at Alphinity, discusses the latest Australian bank results amid market volatility, including the impact of the Iran war, interest rate hikes, and the...

Global Webcast: 1Q26 Global Reporting Season & reflections on the technology sector
  • 19 May 2026

Global Portfolio Manager Trent Masters and Client Portfolio Manager Elfreda Jonker reflect on the first quarter 2026 global reporting season, highlighting standout earnings trends and sector driver...

Why We Invested in Siete Foods – Defining Moments
  • 19 May 2026

A committed, innovative founder group developing high-quality products in a fast-growing market segment, and a lead co-investor with the resources and sector experience needed to help accelerate an...

Rise above the noise
  • 19 May 2026

With yields reset and fiscal dynamics evolving, the fixed income opportunity set is changing. Tatjana Greil-Castro examines why participation, compounding and relative balance-sheet strength suppor...

Equities back to overweight
  • 19 May 2026

We modestly increase equity exposure, moving back to overweight, while raising both total portfolio risk and active risk positioning.

Indexing: The engine powering retirement in America
  • 19 May 2026

How index investing helps power retirement savings with low costs, diversification, and long-term discipline.

The Weekly Brief
  • 18 May 2026

The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...

Software in the “Age of Intelligence
  • 18 May 2026

Artificial intelligence (AI) is reallocating value within software. We believe investors who treat software as a uniform asset class will make costly mistakes.