Episode
Morgan Stanley’s asset allocation playbook for the next 5 years
- Podcast
- Basis Points
- Published
- Jun 16, 2026
- Duration seconds
- 1893
- Processing state
not_requested- Canonical source
- https://shows.acast.com/basis-points/episodes/morgan-stanleys-asset-allocation-playbook
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Summary
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 genera…