Multi-Asset Portfolio Manager Robert Talevski

Multi-Asset Portfolio Manager Robert Talevski leverages 30 years of experience to orchestrate a holistic value proposition. Founder and Managing Director of Activam Group, he manages a team that crafts investment strategies through targeted Asset Allocation and Investment Manager Selection.

During a crazy August, equities climbed to new heights. But investors flocked out of China’s market, in one of the longest sell-offs on record.

Asset Allocation Strategist

Robert Talevski is the Founder and Managing Director of Activam Group, an independent multi-asset portfolio management and asset consulting firm. He orchestrates a holistic value proposition as an Asset Allocation Strategist, crafting investment strategies that generate growth through targeted asset allocation and Investment Manager Researcher & Selection.

In this thought piece, he shares why equity markets are still on an upward trajectory and the opportunities for interest rate-sensitive sectors. Discover more at Robert Talevski projects.

Prior to founding Activam, Robert championed innovative investment approaches at Brightstone Capital Advisors and managed multi-billion dollar portfolios at Australia’s largest corporate superannuation fund. He honed his expertise internationally as an Investment Consultant, advising clients with over $50 billion in assets. He holds a Bachelor of Business (Accounting & Law) and a Graduate Diploma in Applied Finance & Investment. Beyond investments, he supports Autism-related charities, reflecting his passion for social impact. He also sits on the Board of the Autism Behavioural Intervention Association.

Investment Manager Researcher & Selection

As a multi-asset portfolio manager, Robert Talevski unlocks financial success for his clients through a holistic value proposition. He is a Founder and Managing Director of Activam Group, an independent Melbourne-based firm. He spearheads the team responsible for investment management and advisory activities across large Australian superannuation funds and institutional investors.

In this Thought Piece, Robert explores the key drivers behind the current rally in equity markets and why it may still be far from over. He also discusses some key risks for the market and highlights a handful of interest rate-sensitive sectors to watch.

Prior to founding Activam, Robert refined his expertise as an Investment Consultant at Australia’s largest asset consultant, overseeing client portfolios totalling $50 billion. He has extensive international experience, having spent time at INVESCO and Threadneedle Investments in London. In addition to his investment career, Robert is a passionate advocate for Autism related charities. He holds a Bachelor of Business (Accounting & Law) and a Graduate Diploma in Applied Finance & Investment from Victoria University.

Portfolio Construction

As a multi-asset portfolio manager, Robert Talevski unlocks financial success for clients. He crafts investment strategies that generate growth through targeted asset allocation and Investment Manager Research & Selection. He leads his team at Activam Group, an independent Melbourne-based firm, to provide insights and support wealth practices with meaningful high-touch partnerships.

In a thought piece for ausbiz, Robert shares his outlook for equities considering a solid economic backdrop and global easing cycles. He also highlights the need for a diversification strategy that includes real assets and private equity.

In a recent interview with Moneyhead, Dale Holmes (Spire Capital) and Robert Talevski (Activus Investment Advisors) discussed how access to Chinese stocks has been made much easier with platforms like Webull allowing retail investors unfettered access to H-Shares and A-shares. They also debated the merits of investing in illiquid assets such as private equity and real estate.

How to Use Technical Analysis to Inform Your Investment Choices

Investing is one of the best ways to grow wealth and save for retirement or other long-term goals. Depending on your risk tolerance and investment timeline, you can use a variety of different investment products, including stocks, bonds, mutual funds and real estate.

Health funds are a good place to start, as they focus on companies growing rapidly and appearing undervalued. Check out more at should i invest.

The Stock Market

The stock market is a vast trading network that helps investors buy and sell shares of publicly-traded companies. It includes the New York Stock Exchange (NYSE) and Nasdaq, which act as behind-the-scenes facilitators for most trades people make within their investment accounts, as well as “over-the-counter” trades that take place outside of these exchanges.

The market serves 2 key purposes: it allows businesses to raise money often referred to as capital by offering their shares for sale, and it gives investors the opportunity to profit from those shares in the form of either dividend payments or capital appreciation. It’s also a significant indicator of economic health; rising stock prices are associated with growth, while falling stocks may signal problems ahead.

Investors can participate in the stock market by opening an account with a brokerage firm that’s licensed to help you purchase and sell securities. The process is typically automated and largely online, so you don’t have to be an expert to get started.

The Bond Market

Bonds have been relatively inexpensive by historical standards for decades, but the relative bargain is likely to come to an end in the second half of 2024. Generally, bonds offer lower risk than stocks and more steady income, but they also tend to have less potential for growth than stocks or cash.

Unlike stock, bond prices aren’t listed on a centralized exchange, and individual bonds can be bought and sold through a broker (in the secondary market). Buying and selling costs may include commissions, markups or other fees that can significantly impact the final price you pay.

When you buy a bond, you’re lending money to the issuer, usually a government or corporation. That money pays you interest periodically and then returns your principal at a date known as maturity. Bonds are rated by credit rating agencies to help investors assess the quality of each issuer’s finances. As with a loan, the less creditworthy the borrower, the higher the bond risk.

Real Estate

Real estate is one of the most common ways to invest your money. It offers several benefits, including a steady income stream from rental properties, capital appreciation and tax incentives. However, it’s important to understand the risks of investing in real estate before you start buying property.

The most popular form of real estate investment is purchasing residential investment properties and renting them out. Another option is house flipping, in which you purchase a property and add value through renovations or other upgrades before selling it for a profit.

Passive investments in real estate also exist, such as commercial shopping centers, self-storage buildings and hotels. Many investors prefer these types of passive investments because they generally have a lower correlation with the stock market and can provide a steady income stream while also diversifying your portfolio. They can also be a good choice if you don’t have the time or resources to manage your own properties.

ETFs

ETFs can help beginners diversify their portfolios with a single trade, and many are relatively low-cost. However, new investors may fall into the trap of checking their portfolios too often and making emotional knee-jerk reactions to market moves. Those over-trading habits can hurt your returns over time.

Geographies: You can find ETFs that track a variety of global stock markets, from broad indexes to more narrowly focused ones such as individual countries. Currencies: You can also get exposure to a basket of currencies or specific ones, including emerging market currencies. Sectors and industries: There are ETFs that track stock markets or individual sectors, such as health care or homebuilders. Investment themes: You can find ETFs that offer exposure to multi-generational investment themes, like sustainability or technology.

You can use a discount broker or traditional brokerage to purchase ETFs, but make sure they offer the type of assets you’re looking for and that they have fee-free trading. You can also consider a robo-advisor that manages an ETF portfolio for you automatically.