Equity markets are surging to new heights, and asset allocation strategist Robert Talevski shares why he believes history favours continued gains. He also explains how interest rate-sensitive sectors could benefit.
As Managing Director of Activam Group, an independent Melbourne-based firm, Robert orchestrates a holistic value proposition. He leads the investment management team, overseeing their work in asset allocation strategy, Investment Manager Research and Selection and portfolio construction. He also advocates for Autism-related charities, reflecting his passion for social impact.
Multi-Asset Portfolio Manager
A multi-asset strategy can be an excellent tool for achieving your investment objectives. But the strategy you choose should be tailored to your specific goals. This way, you can focus on achieving your goals and feel confident that you’re doing so in a way that aligns with your risk tolerance.
As a seasoned multi-asset portfolio manager, Robert Talevski unlocks financial success for clients through his 30-year journey in investment management and asset consulting. Founder and Managing Director of Melbourne-based independent firm Activam Group, Robert orchestrates a holistic value proposition. He serves as the Asset Allocation Strategist, guiding the team in crafting robust portfolios through strategic asset allocation and investment manager research/selection. He also directly oversees client portfolios and addresses their queries with personalized attention. Find out more at Robert Talevski official site.
Robert shares his insights into the current equity market rally in this thought piece for Financial Standard. He reflects on the solid economic backdrop, global easing cycles and why history favours continued gains for equities.
Investment Manager Researcher & Selection Expert
A seasoned Multi-Asset Portfolio Manager, Robert Talevski leverages nearly 30 years of experience to unlock financial success for his clients. As the Founder and Managing Director of Activam Group, an independent Melbourne-based firm, he orchestrates a holistic value proposition. He serves as the Asset Allocation Strategist, constructing investment strategies that generate growth through targeted asset allocation and Investment Manager Selection. He also oversees client portfolios as an Investment Management Professional, ensuring they receive clear communication and responsive service.
Robert Talevski spoke with Ausbiz about the current equity market rally and why he believes it’s far from over. He discussed the solid economic backdrop, global easing cycles and why history favours continued gains in this bull market’s third year.
Activam Group is proud to be one of the finalists in this year’s CFA Institute Australia Innovative Investment Firm of the Year award. Read the full article to find out more about Activam’s approach to delivering client outcomes.
Founder & Managing Director of Activam Group
A seasoned Multi-Asset Portfolio Manager, Robert Talevski unlocks financial success for clients with nearly 30 years of investment experience. At Activam Group, an independent Melbourne-based firm, he orchestrates a holistic value proposition. Serving as the Managing Director, he leads the team in constructing robust portfolios that generate growth through strategic asset allocation and Investment Manager Researcher & Selection expertise. He directly oversees client portfolios, addressing their queries and concerns with personalized attention.
He founded Activam to support and enhance Wealth Practices’ value proposition by fostering meaningful high-touch partnerships. He believes that an effective investment management structure delivers alpha through multiple sources, including asset allocation, Investment Manager Selection, and currency management.
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Social Impact Advocate
Robert has a passion for social impact and is involved with Autism-related charities. He is also an advocate for the rethinking of Australia’s asylum policies. In the latest edition of The Investment Podcast, Robert explores why the current bull market may have legs despite the US-China trade dispute and global easing cycles, as well as his predictions for Iron Ore prices.
After hearing arguments in November, advocates for older adults and people with disabilities were bracing themselves to see the Supreme Court gut a major civil rights enforcement mechanism. The case, Health and Hospital Corporation of Marion County v. Talevski, involved a nursing home resident who was chemically restrained and transferred to facilities far away from his family.
The Supreme Court ruled in favor of the residents and their estate, a significant victory for civil rights. This was a powerful case that demonstrated the Court’s respect for its own precedent, something it has not shown very often lately.
