Money Management Portfolio Construction guide 2023–24

Money Management’s 2023–24 Portfolio Construction Guide – a complete guide to portfolio construction and asset allocation over the next financial year.

Uncertainty has characterised market conditions over the course of 2023, with the ongoing battle to quell inflationary pressures via aggressive monetary policy tightening rattling investor confidence. These macroeconomic settings have stoked banking volatility and have been blamed for the collapse of three US institutions and the demise of Swiss giant Credit Suisse.

Geopolitical tensions arising from the protracted conflict in Ukraine and unsettled disputes between Western economies and China have added to concerns over the broader stability of financial markets.

Wealth industry professionals have a unique opportunity to guide clients through this turbulence, leveraging their expertise to maximise returns by crafting an agile portfolio strategy.

This white paper aims to equip advisers with a comprehensive toolkit that encompasses leading analysis on the key trends underpinning a raft of asset classes. 

The guide will be made up of the following 800 to 1,200-word chapters, each based on a unique asset class and sponsored by a specialist wealth management firm: 

These chapters include:

1. Retirement income (Allianz)

2. Real estate (Centuria)

3. ESG (Australian Ethical)

4. Mortgage trusts (Trilogy Funds)

5. ETFs (Global X)

6. Private markets (Pengana)

7. Fixed Income (Capital Group)

Money Management’s 2023–24 Portfolio Construction Guide will draw from sponsored episodes of the Relative Return podcast  hosted by our editorial team  as well as the latest research and analysis from market observers.