Robert Talevski is a highly experienced Asset Allocation Strategist and Investment Consultant with nearly 30 years of expertise in investment management, asset allocation, and financial advisory services. As the Founder and Managing Director of Activam Group, he leads one of Australia’s most trusted independent investment firms, specialising in superannuation funds, institutional investments, and wealth management solutions.
Robert is a recognised expert in strategic asset allocation, portfolio construction, and investment manager research. He plays a key role in identifying high-performing investment managers and optimising portfolio strategies for institutional and private wealth clients. His approach focuses on maximising returns while managing risk, ensuring sustainable long-term growth.
Before establishing Activam Group, Robert held leadership roles at top-tier financial institutions, including INVESCO, IMS, and Threadneedle Investments. He also served as an Investment Consultant, advising clients with over $50 billion in assets, providing insights into multi-asset investing, portfolio risk management, and financial market trends. His deep knowledge of Australian superannuation funds and institutional investment strategies makes him a sought-after expert in the industry.
Beyond his professional achievements, Robert is dedicated to giving back to the community and actively supports Autism-related causes. His passion for financial education and investor empowerment drives him to help individuals and institutions make informed investment decisions.
Robert holds a Bachelor of Business (Accounting & Law) and a Graduate Diploma in Applied Finance & Investment, further strengthening his financial expertise.
How Activam is Positioned in the Current Market? Asset Allocation Strategist Robert Talevski shares his insights.
In this interview with ausbiz, asset allocation strategist Robert Talevski shared insights on the recent market downturn, key indicators being monitored, and our strategic approach to portfolio positioning. He highlighted the importance of diversification and proactive risk management in navigating ongoing uncertainty.
Key takeaways from this interview are: Be prepared for continued market volatility and the potential for further declines; Inflation, earnings, labour market data, and consumer sentiment remain critical to understanding market direction; Activam is focused on diversification across sectors and asset classes, with an emphasis on downside protection.
Asset Allocation Strategist Robert Talevski’s Outlook on Risk, Inflation, and Investment Opportunities.
As global markets enter a new phase of uncertainty in 2025, investors are once again challenged to balance risk with opportunity. In a recent interview with SBS News, asset allocation strategist Robert Talevski shared his expert insights into the current market landscape, shifting investor sentiment, and where strategic opportunities may lie in the months ahead.
While headlines suggest falling stock indices and economic caution, Robert Talevski is clear: investor sentiment is evolving—not collapsing. “It’s not a risk-off environment,” he explains, “but one that’s more risk-aware.” Defensive sectors like healthcare and consumer staples are holding steady, while materials, industrials, and tech stocks face headwinds. This sector rotation signals a shift toward portfolio resilience and a more disciplined approach to managing market volatility.
How Investors Can Navigate Volatility– Insights from Asset Allocation Strategist Robert Talevski.
Market corrections often spark concern, but history shows resilience and long-term growth opportunities for investors who stay the course. Robert Talevski, asset allocation strategist, explains how to strategically position portfolios amid market volatility, emphasising diversification, sector rotation, and macroeconomic trends shaping 2025.
Key takeaways from this ausbiz interview: Market Recovery Patterns: Past corrections show that staying invested is crucial for long-term gains; Investment Opportunities: Small and mid-cap stocks, global equities, and alternative assets offer potential upside; Portfolio Resilience: Diversification across sectors and regions remains a key strategy in uncertain markets.
2025 Equity Market Outlook: Insights from Leading Asset Allocation Strategist on Key Trends and Opportunities.
Robert Talevski, a leading asset allocation strategist, joined SBS Australia World News Bulletin and the SBS On the Money podcast with Ricardo Gonçalves to deliver expert analysis on the 2025 equity market outlook. In this insightful discussion, he explores key market trends, economic indicators, and the global and Australian sectors that present the greatest potential for portfolio growth.
With a focus on practical strategies for long-term investors, Robert Talevski shares how to identify emerging opportunities and position portfolios for success in an evolving market environment.
Equity Market Outlook: Insights from Asset Allocation Strategist on Trends for Late 2024 to 2025.
Robert Talevski, a leading investment strategist asset allocation strategist, joined SBS Australia World News Bulletin & SBS On the Money podcast with Ricardo Gonçalves to share his expert insights on the equity market outlook for the remainder of 2024 and into 2025.
In this interview, Robert Talevski discusses market trends shaping Australian and global equities, potential Federal Reserve interest rate moves and their impact on investors, and key investment opportunities for long-term portfolio growth. With market volatility and economic shifts ahead, now is the time to stay informed and position your portfolio strategically.
Australian Private Equity Trends: Asset Allocation Strategist on the Rise of Evergreen Funds for High-Net-Worth Investors.
Robert Talevski, a leading asset allocation strategist, was featured in The Australian Financial Review, providing expert insights on the evolution of private equity in Australia and the increasing demand for evergreen private equity funds among wealthy investors.
In this feature, Robert Talevski discusses how evergreen private equity funds are reshaping the investment landscape, why high-net-worth individuals and family offices are turning to private equity, and the advantages of long-term capital deployment in evergreen structures
As private equity strategies evolve, understanding the shift towards evergreen funds is crucial for investors looking to access long-term growth opportunities.
Activam’s Equity Market Outlook: Asset Allocation Strategist Shares Key Trends and Opportunities for 2024–2025.
As we approach the end of 2024, asset allocation strategist Robert Talevski shares his expert equity market outlook on ausbiz, providing insights into the key market drivers, consumer health trends, and top investment opportunities shaping the financial landscape.
In this discussion, Robert Talevski covers the major forces influencing equity markets in late 2024 and beyond, consumer health indicators and their impact on investment decisions, and where the best opportunities lie for investors in the current market
With market dynamics shifting, understanding where to allocate capital and which sectors offer the greatest potential is crucial for long-term portfolio success.
Is the Bull Market Just Getting Started? Insights from Asset Allocation Strategist Robert Talevski on Market Momentum and Trends.
With equity markets reaching new highs, many investors are asking: Is the bull run over, or is there more room for growth?
In his latest appearance on ausbiz, asset allocation strategist Robert Talevski breaks down the factors driving market momentum, global economic trends, and why history suggests further upside.
Key insights from Robert include why the global easing cycle supports continued equity market gains, how strong economic fundamentals are fueling investor confidence, and historical market trends that indicate this bull run may have more room to grow.
For investors looking to position their portfolios for sustained market growth, understanding these macroeconomic forces is crucial.
Australian Markets Surge: Asset Allocation Robert Talevski on Banking Strength, Iron Ore Outlook and Market Trends.
Australian markets saw a strong rebound, driven by a resurgence in banking stocks and optimism around economic stimulus.
In an exclusive interview with SBS Australia World News Bulletin, Robert Talevski, a leading asset allocation strategist, provided expert insights on how Australia’s banking sector is driving market momentum, iron ore price predictions amid potential Chinese government stimulus, and the broader outlook for Australian equities and investor opportunities
As economic conditions evolve, understanding key market drivers and sector-specific trends is crucial for investors looking to capitalise on opportunities.
Tailored vs. Off-the-Shelf Managed Accounts: A Guide by Asset Allocation Strategist to the Right Strategy for YourPractice.
In today’s rapidly evolving wealth management landscape, financial advisers must decide whether to use tailored managed accounts or opt for off-the-shelf solutions to best serve their clients.
In this exclusive Financial Standard thought piece, Robert Talevski, asset allocation strategist, explores key differences between tailored and off-the-shelf managed accounts, how financial advisers can optimise client portfolios with the right approach, and the benefits and risks of each strategy in a changing investment environment
With managed accounts becoming a crucial tool for scalability and portfolio efficiency, selecting the right structure can enhance client outcomes and streamline business operations.
Interest Rate-Sensitive Sectors: Insights from Asset Allocation Strategist Robert Talevski on Key Risks and Market Opportunities.
As interest rates continue to shape market dynamics, certain sectors are more sensitive to rate movements than others. Understanding these shifts is essential for investors looking to navigate equity markets in 2024 and beyond.
In a recent ausbiz interview, asset allocation strategist Robert Talevski shares his expert analysis on the outlook for equity markets amid shifting interest rates, which sectors are most vulnerable – and which present new opportunities, how the broadening of market participation is reshaping investment strategies, and key risks investors should watch in the months ahead.
With monetary policy shifts impacting portfolios, knowing how to position investments strategically can give you a competitive edge.
Is the Equity Market Rally Sustainable?Asset Allocation Strategist RobertTalevski on Market Trends & Investment Outlook.
With equity markets continuing their upward momentum, investors are asking: Is this rally sustainable, or are we heading for a pullback?
In a recent ausbiz interview, asset allocation strategist Robert Talevski shares his insights on the sustainability of the current equity market rally, key market drivers, including US economic data and global trends, opportunities for investors in a favourable market environment, and potential risks that could impact market performance in 2024
With strong US economic indicators supporting equities, understanding how to position your portfolio for long-term growth is essential.
Activam Group Launches Multi-Asset SMA Portfolios on North: A Solution by Asset Allocation Strategist Robert Talevski for Financial Advisers.
Activam Group is excited to announce the launch of our Multi-Asset SMA investment portfolios on North, providing financial advisers with institutional-grade investment solutions designed for long-term growth and risk management.
The demand has been exceptional, reflecting the increasing need for professionally managed, diversified portfolios that align with client goals. At Activam, we remain committed to delivering high-quality, performance-driven SMA investment solutions; Empowering advisers with innovative portfolio strategies; and providing seamless access to expertly managed multi-asset investments
This launch marks a significant step in our mission to enhance adviser capabilities and drive superior client outcomes.
Why Small Caps Are Poised for Growth: Market Insights from Asset Allocation Strategist Robert Talevski.
While much attention has been given to the federal budget, there are broader market forces at play that investors need to consider.
In this insightful ausbiz interview, asset allocation strategist Robert Talevski shares his expert perspective on why small-cap stocks are presenting strong investment opportunities, key market trends beyond the budget that could drive returns, and how small caps can offer long-term growth and portfolio diversification.
With market dynamics shifting, understanding how to position investments for maximum upside is critical for advisers and investors.
Why the US Federal Reserve Is Holding Back on Interest Rate Cuts – Insights from Asset Allocation Strategist Robert Talevski.
With inflation surprises keeping the US Federal Reserve cautious on rate cuts, investors are closely watching the potential market impact.
In this ausbiz interview, asset allocation strategist Robert Talevski breaks down why the Fed is hesitant to cut interest rates despite market expectations, the impact of prolonged high rates on smaller sectors and emerging markets, and how investors can position their portfolios in an uncertain rate environment.
With monetary policy uncertainty affecting global markets, staying ahead of these shifts is crucial for investment success.
US Q4 2023 Earnings Review: Asset Allocation Strategist Robert Talevski onMarket Insights and 2024 Outlook.
With the Q4 2023 US earnings season now complete, investors are analysing key takeaways to gauge business performance and future market trends.
In this exclusive market update, asset allocation strategist Robert Talevski breaks down the biggest winners and underperformers from the latest US earnings reports, what these results reveal about corporate profitability and economic resilience, and how Q4 earnings trends could shape investment strategies in 2024.
As earnings data provides crucial insights into market direction, understanding these trends is essential for portfolio positioning and risk management.
ASX Rises: Is a Record High Ahead?Asset Allocation Strategist Robert Talevski Share Top Stock Picks for 2024.
The ASX200 is edging closer to an all-time high, sparking investor optimism. But what’s driving this surge, and which stocks are best positioned for growth in 2024?
In this exclusive market update, Robert Talevski, a leading asset allocation strategist, breaks down key factors pushing the ASX towards record highs, top stock selections and sectors with strong growth potential, and investment strategies to navigate market momentum in 2024.
With market conditions evolving, now is the time to refine your investment approach and portfolio positioning.
Why the Australian Market is Surging:Asset Allocation Strategist RobertTalevski on Key Drivers & Opportunities.
The Australian stock market is heating up, but what’s driving this momentum, and how should investors respond?
In this exclusive market update, asset allocation strategist Robert Talevski shares his insights on the key factors behind the Australian market rally, sector trends and opportunities for investors, and strategic next steps to capitalise on market momentum
As economic conditions shift, understanding where the market is headed is crucial for building a strong investment portfolio.
Is Rising Unemployment a WarningSign for Investors? Asset AllocationStrategist RobertTalevski on AssetAllocation Risks.
With unemployment rates on the rise, investors are questioning whether this signals broader economic challenges ahead. Could this be a red flag for asset allocation strategies?
In this exclusive ausbiz interview, Robert Talevski, a known asset allocation strategist, shares his expert analysis on the impact of rising unemployment on financial markets, key economic indicators shaping investment decisions, and how investors should adjust their portfolios amid uncertainty.
As economic conditions evolve, staying ahead of potential market risks is essential for long-term portfolio resilience.
Rising Oil Prices & Inflation: How It Impacts the Economy – Insights from Asset Allocation Strategist Robert Talevski.
With oil prices surging, investors and economists are closely watching the potential impact on inflation, interest rates, and market stability.
In this exclusive SBS interview, Robert Talevski, a leading asset allocation strategist, provides expert insights on how rising oil prices could drive inflation higher, the ripple effects on consumer spending, business costs, and market performance, and investment strategies to hedge against inflation risks.
With global energy markets shifting, understanding how to navigate oil price volatility is essential for smart portfolio management.
Robert Talevski: From AspiringInvestor to Leading Asset Allocation Strategist and Wealth Management Innovator.
From a young investor flipping through The Age’s stock market pages to becoming Managing Director of Activam Group, Robert Talevski’s journey in investment management is one of perseverance, strategic risk-taking, and innovation. With over 25 years of experience in portfolio management, asset allocation, and financial advisory, he has built Activam Group into a trusted partner for financial advisers, delivering institutional-grade investment solutions.
In this exclusive Financial Standard feature, Robert shared how his global investment experience shaped his career, the vision behind Activam Group and its approach to wealth management, and why he believes Australia’s financial advice industry is set for massive growth.
Australian Private Equity Trends: Asset Allocation Strategist on the Rise of Evergreen Funds for High-Net-Worth Investors.
Robert Talevski, a leading asset allocation strategist, was featured in The Australian Financial Review, providing expert insights on the evolution of private equity in Australia and the increasing demand for evergreen private equity funds among wealthy investors.
In this feature, Robert Talevski discusses how evergreen private equity funds are reshaping the investment landscape, why high-net-worth individuals and family offices are turning to private equity, and the advantages of long-term capital deployment in evergreen structures
As private equity strategies evolve, understanding the shift towards evergreen funds is crucial for investors looking to access long-term growth opportunities.
