Asset Allocation Strategy
Behind the Strategy - October 2020
Wed 7th October, 2020

In our new video series, Wilsons Head of Investment Strategy, David Cassidy chats with Wilsons Investment Advisor, Alexandra Kalceff about the factors weighing on markets and shaping our asset allocation strategy.

This month, Cassidy and Kalceff discuss what is driving the recent pullback in the global economy and whether it marks the start of a deeper correction. 

They turn their attention to local conditions and the potential catalysts that could move the Australian market out of the relatively tight trading range it has been locked in for over 3 months. 

Against this backdrop, they also share where clients should focus their attention when it comes to tactical asset allocation over the medium to long-term.

Watch now.

About Wilsons: Wilsons is a financial advisory firm focused on delivering strategic and investment advice for people with ambition – whether they be a private investor, corporate, fund manager or global institution. Its client-first, whole of firm approach allows Wilsons to partner with clients for the long-term and provide the wide range of financial and advisory services they may require throughout their financial future. Wilsons is staff-owned and has offices across Australia.

Disclaimer: This communication has been prepared by Wilsons Advisory and Stockbroking Limited (ACN 010 529 665: AFSL 238 375) and Wilsons Corporate Finance Limited (ACN 057 547 323: AFSL 238 383) (“Wilsons”), and to the extent that it contains advice, that advice is general in nature and does not consider your personal circumstances.

The information in this communication does not take into consideration the investment objectives, financial situation or particular needs of any particular investor. Past performance is not a reliable indicator of future performance. On that basis, any advice should not be relied on to make any investment decisions without first consulting with your financial adviser. If you do not currently have an adviser, please contact us and we would be happy to connect you with a Wilsons representative.

To the extent that any specific documents or products are referred to, please also ensure that you obtain the relevant document or Product Disclosure Statement(s) before considering any related investments.

Wilsons and their associates may have received and may continue to receive fees from any company or companies referred to in this communication (the “Companies”) in relation to corporate advisory, underwriting or other professional investment services. Please see relevant Wilsons disclosures at www.wilsonsadvisory.com.au/disclosures.

  • asset
  • allocation
  • strategy
  • investment
  • equities
  • Share This Article

Written by

Staff Writer

Related articles