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Morgan Stanley’s asset allocation playbook for the next 5 years
Welcome to 2026, where bonds no longer diversify stocks, volatility remains elevated and inflation isn't going anywhere.
So how should advisers and their client portfolio’s respond?
Morgan Stanley Wealth Management Australia Head of Investment Strategy and Solutions, Alexandre Ventelon, believes in this new market regime, advisers must brace for more volatility and “diversify their diversifiers”.
Captured at the annual Morgan Stanley Australia summit last week, this conversation covers:
- Best Practices in APL review processes.
- Common mistakes advisers make during manager selection.
- Limitations of traditional 60/40 portfolios.
- Diversification benefits of alternatives.
Chapters:
00:00:00 Introduction
00:01:55 Smarter Fund Selection
00:07:00 What Drives Returns?
00:11:53 The AI CapEx Boom
00:14:09 Diversify Your Diversifiers
00:18:19 Why Underweight Australia
00:23:49 Earnings Over Valuations
00:24:38 Picking Alternative Managers
00:27:26 Private Markets Under Pressure
00:30:16 The Most Important Chart
Links Mentioned:
Register for early bird Finfest tickets here - http://equitymates.com/finfest-industry
Sign up to the Basis Points email
———
CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.50 Total Hours
Knowledge Requirements: Alternative Assets (0.25 hour), Managed Investments (0.25 hour)
Legislated CPD Area: Technical Competence (0.50 hour)
———
Want more Basis Points?
Watch all episodes in full and relive some of our favourite clips on YouTube
Sign up to the Basis Points email
Join the conversation on LinkedIn
———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
View all episodes
By Equity Mates MediaWelcome to 2026, where bonds no longer diversify stocks, volatility remains elevated and inflation isn't going anywhere.
So how should advisers and their client portfolio’s respond?
Morgan Stanley Wealth Management Australia Head of Investment Strategy and Solutions, Alexandre Ventelon, believes in this new market regime, advisers must brace for more volatility and “diversify their diversifiers”.
Captured at the annual Morgan Stanley Australia summit last week, this conversation covers:
- Best Practices in APL review processes.
- Common mistakes advisers make during manager selection.
- Limitations of traditional 60/40 portfolios.
- Diversification benefits of alternatives.
Chapters:
00:00:00 Introduction
00:01:55 Smarter Fund Selection
00:07:00 What Drives Returns?
00:11:53 The AI CapEx Boom
00:14:09 Diversify Your Diversifiers
00:18:19 Why Underweight Australia
00:23:49 Earnings Over Valuations
00:24:38 Picking Alternative Managers
00:27:26 Private Markets Under Pressure
00:30:16 The Most Important Chart
Links Mentioned:
Register for early bird Finfest tickets here - http://equitymates.com/finfest-industry
Sign up to the Basis Points email
———
CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.50 Total Hours
Knowledge Requirements: Alternative Assets (0.25 hour), Managed Investments (0.25 hour)
Legislated CPD Area: Technical Competence (0.50 hour)
———
Want more Basis Points?
Watch all episodes in full and relive some of our favourite clips on YouTube
Sign up to the Basis Points email
Join the conversation on LinkedIn
———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.