Insights

Allow our network of experts and external partners to provide the vision, creativity, and solutions you need to stay ahead of markets and industry trends. Our library includes insights and investment overviews through quarterly reporting and advice, educational content on SMAs and asset allocation, and publications and historical media coverage.

Market Review

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Publications and Media Exposure

Market Review

Tactical Asset Allocation Outlook – Q4 2025

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Alternatives: Defining Alternatives and Portfolio Construction

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Whitepaper+

Monthly Market Update+

Educational Videos

The untapped potential of Australia's multi-sector fixed income market

How often is the portfolio rebalanced?

What is SMA?

Can you explain what a fee budget is?

How are these investments filtered?

How does an SMA differ from an MDA?

What are the key benefits of an SMA for a financial advice practice?

How often does the investment committee meet?

What are the key benefits of an SMA for a client?

Which asset classes are included in the SMA?

What are the options for SMAs?

What is a strategic asset allocation?

What is the difference between strategic and tactical asset allocation?

What reporting does Atchison provide on its SMA?

What type of investments can the Atchison SMAs hold?

Feature Publications

Publication	Document Title	Date
IFA – Independent Financial Adviser	The duration paradox	25 October, 2021
YieldReport	AREITs earnings yield update – March 2021	26 April, 2021
YieldReport	Consequences of lockdowns on government debt	2 September, 2021
YieldReport	AREITs earnings yield update – September 2021	07 November, 2021
YieldReport	Lockdowns – the price Victorians will end up paying	14 October, 2021
YieldReport	AREITs earnings yield update – August 2021	01 October, 2021
YieldReport	AREITs earnings yield update – July 2021	2 September, 2021
Atchison Consultants	Retirement Income Covenant	12 August, 2021
Media Release	Wattle Partners acquires Atchison Consultants	28 July, 2021
YieldReport	AREITs earnings yield update – June 2021	28 July, 2021
YieldReport	Initiatives from the Intergenerational Report	13 July, 2021
YieldReport	AREITs earnings yield update – May 2021	1 July, 2021
YieldReport	Federal and State Budget Deficits	31 May, 2021
Your Investment Property	Yields From Property Investment Begin To Tighten	18 December, 2017
YieldReport	AREITs earnings yield update – April 2021	31 May, 2021
YieldReport	AREITs earnings yield update – February 2021	25 March, 2021
YieldReport	AREITs earnings yield update – January 2021	10 March, 2021
The Inside Adviser	Retirement Income Solutions	19 February, 2021
YieldReport	AREITs Earnings Yield Update	11 February, 2021
Atchison Consultants	Institutional Real Estate Portfolios	27 January, 2021
YieldReport	Reserve Bank management of interest rates	22 December, 2020
YieldReport	AREITs earnings yield update – November 2020	18 December, 2020
YieldReport	Grand Final Disaster in Victoria	22 September, 2020
YieldReport	Victoria: In a state of debt disaster	21 August, 2020
i3 Investment – Insights	Australian Property and COVID-19	5 August, 2020
YieldReport	AREITs earnings yield update	20 July, 2020
Financial Standard	Building local, going global	5 March, 2007
Financial Standard	Internal teams on the rise	27 August, 2007
Financial Standard	Consultants extraodinaire	27 August, 2007
YieldReport	Enhanced Cash Fund	8 January, 2018
Investment Magazine	Slower property growth puts premium on quality tenants	22 January, 2018
YieldReport	Crytocurrency Dividends	28 February, 2018
Atchison Consultants	Emerging Market Fixed Interest	27 April, 2018
Atchison Consultants	BBSW Starts New Rate Setting Regime	22 May, 2018
Australian Property Journal	Direct property outperforms AREITs	23 May, 2018
Australia Property Journal	Agri property investment returns	1 June, 2018
YieldReport	Competition within Australian Superannuation	12 June, 2018
YieldReport	Australian Property – An Inflation Hedge	25 June, 2018
YieldReport	Duration Management	3 September, 2018
YieldReport	What does a flattening yield curve mean in the current environment?	18 October, 2018
YieldReport	How far will house prices continue to fall?	5 November, 2018
YieldReport	Royal Commission interim report in a nutshell	19 November, 2018
Financial Standards	Aussie Equities: A new value proposition	29 November, 2018
YieldReport	Fallout from the US-China trade war	21 January, 2019
YieldReport	How the Royal Commission impacts the superannuation industry	20 March, 2019
YieldReport	Reining-in debt without using policy rates	29 March, 2019
YieldReport	The Hawke Government and the Australian Dollar	17 May, 2019
YieldReport	APRA’s Credit Squeeze	2 September, 2019
YieldReport	When do government bonds outperform credit?	17 September, 2019
YieldReport	What happened to the tax cuts?	1 October, 2019
YieldReport	RBA pushing on APRA credit constraint	14 October, 2019
Atchison Consultants	AAM Diversified Agriculture Fund	22 November, 2019
YieldReport	Bank credit and house prices	4 December, 2019
YieldReport	The rise of the neo-bank	13 January, 2020
PFA – Property Funds Association	Understanding liquidity in unlisted property funds	24 January, 2020
YieldReport	Rising asset prices in the face of credit constraints	3 February, 2020
i3 Insights	The Elusive Global Property Illiquidity Premium	20 February, 2020
YieldReport	Why fix the cash rate?	24 February, 2020
Finance Asia	The Philippine REIT experiment will start with Ayala Land, but changes lay ahead	26 February, 2020
Atchison Consultants	Atchison Consultants Response to COVID-19	24 March, 2020
YieldReport	Banks, APRA’ credit constraints and the coronavirus	8 April, 2020
YieldReport	AREITs earnings yield update April 2020	21 May, 2020
YieldReport	Council of Financial Regulators supports bank credit growth	22 May, 2020
YieldReport	Bank credit poised for material growth	8 June, 2020
YieldReport	AREITs earnings yield update	23 June, 2020
IPE Real Estate	Survey signals slowdown in returns for property investment in Australia	11 December, 2017
YieldReport	The Outlook For Direct Property Yields	4 December, 2017
YieldReport	Constant Maturity Indices	28 November, 2017
YieldReport	AREITs Earnings Yield Update – October 2017	15 November, 2017
Your Investment Property	Chinese investors are avoiding commercial property	13 November, 2017
YieldReport	Cryptocurrency. What is its return?	30 October, 2017
YieldReport	International equity yields	23 October, 2017
YieldReport	A discussion of hybrid securities	16 October, 2017
Atchison Consultants	Portfolio Management Services – Residential Property Portfolio	30 September, 2017
YieldReport	Changes to how BBSW is calculated	24 July, 2017
Yield Report	Infrastructure – an alternative source of income	29 June, 2017
Industry Super Australia	Driving Super Fund Investment in Agriculture	13 June, 2017
Australian Property Journal	Office offers superior returns	12 June, 2017
Cufflinks	Is the Illiquidity Premium Outdated	2 June, 2017
Atchison Consultants	Property Investment Performance Report Key Findings	27 May, 2017
InvestorDaily	Property still pumped with cash	21 May, 2017
YieldReport	Direct Property Yield Outlook	8 May, 2017
Financial Standard	Foreign instos keen on Aussie real estate	9 November, 2016
IPE Real Estate	Infrastructure Investor Case Study	28 October, 2016
INTHEBLACK	5 asset classes – and the subclass that tops them all	27 October, 2016
IPE Real Estate	Australia – Super-cautious funds	25 August, 2016
Financial Standard	Market downturn hits super returns too	30 April, 2008
Press Release	ADPIA Conference – Atchison Presentation	6 May, 2008
Money Management	Combine robo-advice into marketing	5 January, 2016
NAB	NAB News	4 December, 2015
Business Spectator	The infrastructure boom gets underway	24 November, 2015
IPE Real Estate	Investor Universe: Australia – Super-cautious funds	5 October, 2015
Property Observer	Infrastructure investment key to stable returns	30 June, 2015
Atchison Consultants	Individuals in the Australian superannuation industry	15 May, 2015
Property Observer	Subdued capital growth expected in residential markets	29 April, 2015
SNL	Australian REITs outperforming Asia-Pacific REIT sector	23 April, 2015
Atchison Consultants	Investment Report Direct Property – Key Findings	17 April, 2015
Property Observer	AREITs – Attractive Yield Margins	3 March, 2015
Atchison Consultants	Self-managed Superannuation Funds	25 February, 2015
Yield Report	Financial System Inquiry	8 December, 2014
Property Observer	Property Performance the Risk Spectrum	12 November, 2014
The Land	Global Appetite for Agribusiness	3 November, 2014
China Business Network	India, REITs hurricane	27 October, 2014
IPE	China closer to REIT debut	8 October, 2014
Nikkei Asian Review	REITs expand reach in Asia	25 September, 2014
Property Observer	Performance of Investment in Industrial Property	10 September, 2014
Financial System Inquiry	Infrastructure Equity	26 August, 2014
Property Observer	Residential Property Values	4 July, 2014
Kai Long	KaiLong Senior Management Presented in APREA Research Presentation	30 June, 2014
Property Observer	Gearing in Australian Listed Property	4 June, 2014
The Edge Property	City & Country: Guidelines to improve REIT management	23 May, 2014
Your Investment Property	Are serviced apartments really too risky for your portfolio	15 May, 2014
The Philippine Star	Spotlight on RP at reg’l real estate confab	15 May, 2014
APREA	Impact of REITs on Asian Economies	30 April, 2014
IPE	Fund managers to increase Asian REIT investments	22 April, 2014
NabTrade	Unlisted vs Listed Property	11 March, 2014
Straits Times	REITs ‘unlock capital, create jobs’ in Asia	5 March, 2014
Business Times	REITs attract capital, create high-value jobs: study	5 March, 2014
Property Observer	Significant Investor Visa – a new source of capital?	4 March, 2014
Property Observer	What the cash rate means for capital home loans	3 March, 2014
Financial System Inquiry	Private Capital Markets: Cost of Capital	28 February, 2014
Property Observer	SCA Property Group Buy-back	18 February, 2014
Property Observer	Liquidity in Property Investments – Direct vs Listed	14 February, 2014
Property Observer	Residential and Commercial Property Return Characteristics	23 January, 2014
Stock & Land	Superfunds shun ag	9 January, 2014
Property Observer	AREITs – Premium/Discount to NTA and NAV	3 December, 2013
Property Observer	Prime vs. secondary office property – which outperforms?	8 November, 2013
Property Observer	The AREIT reporting season	26 September, 2013
Global Property Forum 2013	Global Listed Property Leads Global Direct Property	11 September, 2013
The Motley Fool	There’s life left for shopping centres	10 September, 2013
Property Observer	SMSFs and Residential Property	29 August, 2013
Property Observer	Correlation of mortgage rates and residential property prices	14 August, 2013
Financial Observer	Consulting Firm launches ETF	1 August, 2013
Property Observer	Better residential development outlook good news for some A-REITs	15 July, 2013
Property Observer	Increased A-REIT gearing can be a good thing for investors	26 June, 2013
Property Observer	Australands residential and commercial mix does not appeal to investors	5 June, 2013
Qantas Magazine	Special Report Hot Property	31 May, 2013
Property Observer	Listed Property Trusts in acquisition mode	8 May, 2013
Property Observer	A-REITs deliver strong results and beat equities	23 April, 2013
Property Observer	What motivated the Lowys to sell out of the Westfield Retail Trust	26 March, 2013
Property Observer	Another positive return for A-REITs in 2013 after strong 2012	5 February, 2013
Press Release	Atchison Consultant Global Property Forum 2012	27 September, 2012
The Bull	Commercial Property offers top yields for SMSFs	10 September, 2012
Money Management	Property hotspots over the next 12 months	21 June, 2012
Money Management	Direct Property	14 June, 2012
Property Observer	Serviced apartments to outperform hotels	13 March, 2012
Smart Property Investment	Residential property still on top	6 February, 2012
Press Release	Atchison Consultant Global Property Forum 2011	1 November, 2011
Press Release	Atchison Consultant Global Property Forum 2011	1 November, 2011
Property Council of Australia	Allocation shake-up	16 August, 2011
Money Management	Direct property on the comeback trail
BDMA FunDependent	Investing begins at Home	1 December, 2010
Financial Standard	Hot property	22 November, 2010
Financial Standard	Hot property	22 November, 2010
REIT Asia Pacific	REIT Asia Pacific – Philippines Summit 2010	28 July, 2010
Financial Standard	Residential property wins	19 February, 2009
Financial Standard	All not lost for LPTs	29 October, 2008
Siris/Atchison Consultants	Building Value – Responsible Property Investment Performance	1 September, 2008
Financial Standard	Unlisted assets poised for higher illiquidity premiums	8 July, 2008
Financial Standard	Another take on LPTs	16 June, 2008
Financial Standard	Another take on LPTs	16 June, 2008
Financial Standard	How to be a mini mogul	24 May, 2008
Citywire Australia	Balanced super funds returned -3.4% in FY22	7 June, 2022
Money Management	Commodities and direct property are the only winners in FY22	5 July, 2022
Financial Newswire	Commodities and direct property top performing asset classes in FY22	5 July, 2022
Fixed Income News Australia	Asset Class Winners & Losers Over the Decades	6 July, 2022
Stockhead	Which assets have beaten inflation in the last decade, and the ones that may do well	7 July, 2022
Ausbiz	Unpacking asset class performance over the course of the year	10 August, 2022
Financial Standard	What's missing for advisers: Atchison Consultants	22 August, 2022
Financial Newswire	Calls for more "nuanced" bond benchmarks	23 August, 2022
Citywire Australia	Inflation beat all asset classes in 2022	4 July, 2022
The Inside Adviser	Commodities the only highlight in rough year: Atchison	11 July, 2022
The Inside Adviser	What are you missing in fixed income portfolios?	4 August, 2022
The Inside Advisor	REITs go through ‘structural megatrends’ as fundies pivot in different ways	21 September, 2023
Advisor Voice	Further interest rate pain on the cards	30 August, 2023
The Inside Advisor	Analysts make the case for exposure timing and structured correlation	14 August, 2023
Advisor Voice	US shares lifts international equities to top performing asset class in FY 22/23	7 July, 2023
Investor Daily	Cash rate not the only tool in RBA’s kitbag	13 June, 2023
Investor Strategy News	Why the active opportunity set is ‘richer than it has been in years’ (and what to do about it)	19 May, 2023
Rask Australia	How to perform due diligence on ESG funds, ETFs & super funds	13 November, 2022
The Inside Adviser	How to perform due diligence on ESG funds, ETFs & super funds	26 August, 2024
The Inside Adviser	‘Don’t leave gaps in the defence’ amidst simmering market uncertainty: Panel	26 August, 2024
The Golden Times	Forget market implosions and draw solace from long-term returns	21 August, 2024
The Inside Adviser	Stakeholders reject overly complex products: ‘If I can’t explain it, I can’t use it’	18 August, 2024
The Golden Times	Hold tight: Retirees urged to ride out market turbulence	13 August, 2024
The Inside Adviser	Juice ‘worth the squeeze’: Custom model portfolios take hold as SMA market matures	5 August, 2024
The Inside Adviser	Markets remain fundamentally strong, despite real asset concerns: Atchison	1 August, 2024
AdviserVoice	Atchison cautions against real assets and cash allocations	31 July, 2024
The Golden Times	Keeping a cool head in bear markets can create buying opportunities	31 July, 2024
The Golden Times	Higher interest rates could deliver retirees a Christmas bonus	23 July, 2024
ausbiz	Hunting for value here and overseas	8 July, 2024
The Inside Adviser	The risk and reward spectrum unique to G-REITS	4 July, 2024
The Golden Times	Enjoying retirement is about much more than financial security	19 June, 2024
The Inside Adviser	Examining the case for small and mid-cap funds	7 June, 2024
The Inside Adviser	Smart income derivative equity funds gain ascendancy during volatility cycle	16 May, 2024
The Inside Adviser	The rapid rise of residential mortgage funds	6 May, 2024
The Inside Adviser	Small caps come into focus as concentration risk pervades major markets	22 April, 2024
The Inside Adviser	Direct property resilience: 2023's best property funds revealed	26 February, 2024
The Inside Adviser	Difficult conditions suit small caps, active management: Atchison	22 February, 2024
AdviserVoice	Australian small caps at the forefront of Atchison's asset allocation	15 February, 2024
The Inside Adviser	Small caps set for resurgence with softening on inflation: Atchison	14 February, 2024
The Inside Adviser	The bond market resurgence: 2023's top Australian bond managers unveiled	29 January, 2024
The Inside Adviser	Australia's best value hunters: Top 5 large value equity funds unveiled	18 January, 2024
The Inside Adviser	The leaderboard: Top 5 growth alternative managed funds	20 December, 2023
The Inside Adviser	Head-to-Head: The emerging market edge	10 December, 2023
ausbiz	Atchison bullish on fixed income	7 December, 2023
Independent Financial Adviser (IFA)	CFS Edge expands managed accounts with Morningstar	5 December, 2023
Money Management	CFS Edge adds six Morningstar SMAs to platform	5 December, 2023
Financial Newswire	Morningstar's SMAs added to CFS Edge	5 December, 2023
Investment Magazine	CFS Edge adds Morningstar managed accounts	5 December, 2023
The Inside Adviser	Atchie's top 5: Core global equity blend funds	3 December, 2023
The Inside Adviser	Leaders & Laggards: Magellan Global Infrastructure vs ClearBridge RARE Value Infrastructure	29 November, 2023
Financial Standard	Colonial First State enhances FirstChoice with Elemnta	21 November, 2023
Financial Standard	CFS Edge adds 25 managed accounts to menu	23 October, 2023
The Inside Adviser	CFS bulks up managed account offerings on new Edge platform	22 October, 2023
Money Management	CFS expands managed account menu on platform	19 October, 2023
AdviserVoice	CFS Edge adds 25 managed accounts from three leading providers	18 October, 2023
Financial Newswire	CFS Edge expands managed accounts suite	18 October, 2023
Professional Planner	CFS adds 25 managed accounts to CFS Edge	17 October, 2023
Investor Strategy News	Super funds 'neglecting' forestry capital: Atchison Consultants	4 October, 2023
The Inside Adviser	REITs go through 'structural megatrends' as fundies pivot in different ways	21 September, 2023