Atchison

In 2024, managed accounts officially surged past $205 billion, reflecting the increasing search for efficiencies by financial advice practices. The ability to be more tactical, execute quickly and ultimately deliver better outcomes for clients was a key driver of this growth. ifa (Independent Financial Adviser)

Stay informed on key market changes for November with our Monthly Market Update. Read the full report: https://bit.ly/4iwK7xA

While the asset management universe is beginning to lean more towards the use of AI for portfolio optimisation, we are securely using a proprietary machine learning model for our investment process. Speaking with InvestorDaily’s Oksana Patron recently, Kev Toohey said “that while large language models (LLMs) have recently gained attention, his firm has been using proprietary machine learning models as part of its investment process for more than five years.” Atchison’s learning models focus on identifying and isolating patterns between economic and market factors, and outcomes of different investment strategies. Read the full article below.

Alternative investments have long been defined by what they aren’t, making their role in portfolio construction complex yet increasingly essential. Atchison Principal Kev Toohey, in his presentation at The Inside Network’s Alternatives Investment Symposium, highlighted that the key to embedding alternatives lies in relativity and liquidity.   Understanding how alternatives interact with traditional asset classes and ensuring transparency and intentionality is crucial to leveraging their potential benefits.   Read more about Kev's insights on navigating to create balanced, resilient portfolios in the full article below.

Stay informed on key market changes for October with our Monthly Market Update. Read the full report - https://lnkd.in/gB4ayqWE

Two weeks ago, pre-US election, Atchison analysed what a Trump win would mean for markets, you can watch the video here - https://lnkd.in/gN9CKxQy As expected, the Trump Trade played out, banks rallied, coal stocks surged, the USD lifted and renewables (in particular solar) came under pressure. See below to see some of the biggest movements in the past week.

Mishan Dahia from Atchison goes indepth with James Dunn from The Inside Network on the US election.

Democracy, division and diversification was the focus of the Election INFocus roundtable luncheon with Yarra Capital Management in Melbourne. Mishan Dahia shared insights on the implications of the U.S. election across inflation, trade and policies, focusing on how different outcomes could impact industries and asset classes that are set to thrive in the short to medium term. We are intrigued to follow the election unfold and understand the effects on Australian businesses and investors. Perpetual Limited Strata Guardian Australian Chiropractors Association Swinburne University of Technology Thorne Harbour Health Menzies Foundation

Kev Toohey weighs in on the defaults cycle and the resurgent demand in this space, as highlighted in a recent feature in Professional Planner