23 January 2026

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Australian stocks will crush housing over the next decade, 2025 edition Building a lazy ETF portfolio in 2026 Get set for a bumpy 2026 Meg on SMSFs: First glimpse of revised Division 296 tax Property versus shares - a practical guide for investors

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Home / Tactical Asset Allocation

Tactical Asset Allocation

1-5 out of 5 results.

Why it's best to resist tactical asset allocation

Maziar Nikpour
1 November 2023
3

As interest rates normalise, investors have been pouring money into cash and bonds, and out of equities. This type of tactical asset allocation may seem sensible though it's unlikely to deliver the best long-term results.

Deep inside Chris Cuffe’s long-term portfolio

Graham Hand
5 December 2018
3

What does a portfolio look like when someone with access to almost every asset class and manager in Australia takes a genuinely long-term view, building the portfolio from the ground up?

Rob Arnott seeks many happy returns

Graham Hand
5 December 2014
4

Smart beta strategies are now common but they were a quirky idea when Rob Arnott set up his first fund. This veteran of US investing talks about asset allocation, demographics and the state of the asset management industry.

Tim Hodgson: how a profession became an industry

Graham Hand
31 October 2014
2

Following from the article "Our industry has a problem", Cuffelinks interviewed Tim Hodgson, the author of the study into investment industry intermediaries. He doesn't like much of what he sees.

Why we can’t resist tactical asset allocation

Chris Cuffe
19 September 2014
10

A combination of confidence in one's own ability to read the market and the excellent rewards for correct predictions encourages many investors to employ tactical asset allocation strategies. Is it worth doing?

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