Senior Portfolio Manager Brendan Paul and Head of Client Investment Solutions David Dix discuss navigating geopolitical tensions, inflationary pressures, an impending slowdown and portfolio positioning for volatile times.

Historic US data shows that there is currently little reward for risk in equities with bonds returns now providing similar levels of rewards but with lower risk.

In this edition of Livewire’s Expert Insights, Brendan Paul discusses how we expect the next decade of investing to look different to the past.

Brendan Paul, Portfolio Manager discusses the investments that are better than bonds for […]

In a recent edition of Expert Insights with LiveWire, Atrium Portfolio Manager Brendan Paul discusses how managing this concentration risk is an opportunity for investors.

This month, Brendan focuses on research on housing affordability, and what the current data on affordability means from a risk-targeted perspective, and pivoting to Atrium’s approach and why they have diversified away from residential property.

This month, Brendan Paul covered the limitations of a 60:40 portfolio, AI stocks, and Atrium’s “captain sensible” risk-targeted investment approach.

In a recent LiveWire article, Tony Edwards, Atrium CIO, highlights how important it is for investors to explore genuine diversification in their portfolios, as it could help preserve capital and capture growth opportunities, especially in turbulent times.

While the past is not an indicator of what’s to come, historical data can provide reference points to ascertain what kind of economic landing may be in sight. Will it be a recession or a soft landing?

Brendan Paul sat down with Danielle Ecuyer from ausbiz to address the effects of increased interest rates on the market and the new playbook for investors looking to balance risk and opportunity in this shifting macroeconomic setting.

Brendan Paul – Atrium Senior Portfolio Manager interviewed by Ausbiz.

While markets continue to be volatile, the recent Australian companies reporting season […]

The start of 2023 saw a rally in investment markets based on […]