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Everything from Atchison

Why 2025 rewarded valuation discipline – and what it means for portfolios in 2026

Investors heading into 2026 face a markedly more selective market environment, with dispersion, valuation discipline and earnings durability set to drive outcomes, according to asset consultancy firm Atchison. Markets in

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19 Jan 2026

Atchison urges selectivity as rate cuts support risk assets

Asset consultancy firm, Atchison has released its Tactical Asset Allocation (TAA) outlook for Q3 2025, identifying opportunities in international equities, and duration as central banks pivot towards interest rate cuts.

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25 Jul 2025

Atchison cautions against real assets and cash allocations

Asset consultancy firm, Atchison advocates for a diversified portfolio, emphasising the continued importance of risk assets while maintaining caution with real assets and cash allocations in the third quarter of

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01 Aug 2024

Australian small caps at the forefront of Atchison’s asset allocation

Asset consultancy firm, Atchison delves into the evolving landscape of Australian small caps in their newly released Quarter One 2024 Tactical Asset Allocation Outlook, including its impact on their approach

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16 Feb 2024

Further interest rate pain on the cards

Australians can brace for further interest rate increases in the second half of the calendar 2023, says Mishan Dahia, Investment Analyst of the asset consulting firm Atchison. “The Reserve Bank will

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30 Aug 2023

Off-the-shelf v customised: what the future holds

The financial advisory industry is at a watershed. Its preference for customised multi-asset portfolios that gives them a direct input into client investment decisions will increasingly give way to ready-made

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24 Aug 2023

US shares lifts international equities to top performing asset class in FY 22/23

International equities (unhedged), Australian equities and international equities (hedged) are the clear winners among the varying asset classes in the 2022-23 financial year, according to the asset consultancy firm Atchison.

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07 Jul 2023

The winning asset classes of the past 20 years

Direct Property has been the best performing asset class over the past 20 years. It has returned an average 10.2 per cent between 2003-22, edging out Australian equities at 8.9

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13 Feb 2023

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]