Episode Details

Each year, Barron's releases a list of Australia's Top 100 Financial Advisers. Pitcher Partners' Charlie Viola and Lipman and Burgon Partners' Paul Burgon have featured high on this list over the years, and both ranked in the top 10 in 2023.

As part of Livewire's Outlook Series for 2024, Livewire's James Marlay hosted an in-depth panel discussion exploring how these two investing gurus are allocating capital on behalf of their clients in 2024. Whilst there is no 'one size fits all' when it comes to investing, there are nuggets of insight from this session that can help all investors.

Click here to access the charts discussed in this episode and a summary of the discussion 

Timecodes

• 0:00 - Introducing the experts
• 0:49 - Charlie Viola’s top three factors influencing asset allocation in 2024
• 3:20 - Paul Burgon’s top three factors influencing asset allocation in 2024
• 6:15 - Asset classes where Paul and Charlie are overweight or underweight
• 9:53 - Why Private Markets will play a bigger role in portfolios in 2024 and beyond
• 12:40 - Charlie Viola’s Asset Allocation framework for 2024
• 16:33 - Paul’s Strategic and Tactical Asset Allocation frameworks for 2024
• 22:26 - How these advisers are innovating in 2024
• 25:50 - Four investing traps to avoid in 2024