Why are advisers’ defensive allocations on the rise?
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Rob Devlin on the rise of defensive allocations in investment portfolios
Rob Devlin, partner and head of advice at Tribeca Financial, reinforces the importance of long-term positioning, highlighting US equities as a consistent performer and a key component of strategic asset allocation.
Long-term positoning
Published by Money Management, this article looks at the rise in defensive asset allocations among financial advisers. Rob Devlin, Partner and Head of Advice at Tribeca Financial, explains that despite recent market volatility, his team has not made major changes to their US equity targets.
Rob points to long-term performance as the reason US equities remain a key part of portfolio construction. Rob reflects on events like Liberation Day, where markets initially dropped but quickly recovered, reinforcing the value of staying invested. He believes the US market has consistently outperformed Australian markets over time, making it a reliable component in their asset allocation strategy.
Money Management is an Australian financial news and analysis platform that caters to professionals in wealth management, financial planning, superannuation and investment. Powered by Momentum Media, it delivers daily coverage on market trends, regulatory updates, product developments, and adviser insights. The site also features expert commentary, CPD-accredited education resources and industry rankings.