Insights
Activam’s Equity Market Outlook.
Why the Bull Run May Be Far From Over.
Why the Bull Run May Be Far From Over.
Founder and Managing Director Robert Talevski shared Activam’s latest equity market outlook as we approach the end of 2024. He highlighted key drivers shaping this perspective, the current state of consumer health, and the top investment opportunities for today's market.
Why the Bull Run May Be Far From Over.
Why the Bull Run May Be Far From Over.
Why the Bull Run May Be Far From Over.
Equity markets are surging to new heights, with plenty of reasons to stay optimistic. Investment management professional Robert Talevski explored the solid economic backdrop, global easing cycles, and why history favours continued gains in this bull market's third year.
Markets Bounce on Banking Boost.
Why the Bull Run May Be Far From Over.
Tailored or off-the-shelf: What's right for your practice?
In this interview with SBS Australia World News Bulletin, investment management professional Robert Talevski discussed the day's market movements, his predictions for Iron Ore prices considering potential Chinese government stimulus, and the outlook for Australia's Banks.
Tailored or off-the-shelf: What's right for your practice?
Tailored or off-the-shelf: What's right for your practice?
Tailored or off-the-shelf: What's right for your practice?
In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes to managed accounts. Read this thought piece that asset allocation strategist Robert Talevski wrote for Financial Standard.
Interest rate-sensitive sectors to watch.
Tailored or off-the-shelf: What's right for your practice?
Is the current equity market rally sustainable?
Portfolio manager Robert Talevski talked to ausbiz to discuss the current outlook for equity markets. In the interview, he discussed the broadening of market participation and highlighted the current risks facing equities.
Is the current equity market rally sustainable?
Tailored or off-the-shelf: What's right for your practice?
Is the current equity market rally sustainable?
In this interview with ausbiz, investment management professional Robert Talevski spoke on the matter of the sustainabilty of the current market rally. He also expressed his observation of the positive environment for equity markets with US data remaining favourable.
Activam Group Launches Multi-Asset Series SMA Portfolios on North.
Why do small caps look attractive? Multi-asset portfolio manager explains.
Why do small caps look attractive? Multi-asset portfolio manager explains.
We are thrilled to be offering access to the Activam Group Multi-Asset SMA investment portfolios through North. The demand has been fantastic, as we stay committed to delivering exceptional opportunities and outcomes for advisers and their clients, through quality and performance focus.
Why do small caps look attractive? Multi-asset portfolio manager explains.
Why do small caps look attractive? Multi-asset portfolio manager explains.
Why do small caps look attractive? Multi-asset portfolio manager explains.
Despite the obsessive focus on the budget, multi-asset portfolio manager Robert Talevski believes there are plenty of other factors that need to be considered for a comprehensive understanding of the market environment.
The US central bank's hesitation towards interest rate cuts.
Why do small caps look attractive? Multi-asset portfolio manager explains.
The US central bank's hesitation towards interest rate cuts.
In this interview with ausbiz, asset allocation strategist Robert Talevski shared his perspectives on the US central bank's hesitation towards interest rate cuts due to recent inflation surprises, and the potential impacts of a rate cut on smaller sectors and emerging markets.
US earnings update for Q4 2023.
Market Moves! Aussie Shares Gain Ground: Should You Invest?
The US central bank's hesitation towards interest rate cuts.
The US earnings reporting season for Q4 2023 has come to a close. According to investment management professional Robert Talevski, these quarterly earnings updates provide valuable insight into how companies perform and how they might perform going forward from an earnings perspective.
ASX Bull Run Heats Up: Can It Hit a Record High?
Market Moves! Aussie Shares Gain Ground: Should You Invest?
Market Moves! Aussie Shares Gain Ground: Should You Invest?
The ASX200 simmers near a record high. What comes next? Uncover the insights of Robert Talevski, a veteran investment management professional, as he charts the course for 2024. Discover his winning strategies and the sectors poised for potential growth.
Market Moves! Aussie Shares Gain Ground: Should You Invest?
Market Moves! Aussie Shares Gain Ground: Should You Invest?
Market Moves! Aussie Shares Gain Ground: Should You Invest?
Are Aussie markets set to soar or is a correction looming? Join multi-asset portfolio manager Robert Talevski as he dissects the day's news, explains the rise, and offers crucial guidance for investors.