Multi-Asset Portfolio Manager
Asset Allocation Strategist
Investment Manager Researcher & Selection
Robert Talevski, a Multi-Asset Portfolio Manager, unlocks financial success for clients through his 30-year journey in investment management. As the Founder and Managing Director of Activam Group, an independent Melbourne-based firm, he orchestrates a holistic value proposition.
Robert serves as the Asset Allocation Strategist, crafting investment strategies that generate growth through targeted asset allocation and Investment Manager Selection. He leads a team of experts to build customized portfolios and provide insights as an Investment Management Professional. His hands-on approach ensures clients receive clear communication and responsive service.
Before Activam, Robert established Brightstone Capital Advisors and managed multi-billion-dollar portfolios at Australia's largest superannuation fund. He further refined his expertise as an Investment Consultant, advising clients with $50 billion in assets. His international experience includes roles at INVESCO, IMS, and Threadneedle Investments.
Beyond investments, Robert advocates for Autism-related charities, reflecting his passion for social impact. His academic credentials include a Bachelor of Business (Accounting & Law) and a Graduate Diploma in Applied Finance & Investment.
In this interview with SBS Australia World News Bulletin, I discussed the day's market movements, my predictions for Iron Ore prices considering potential Chinese government stimulus, and the outlook for Australia's Banks.
In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes to managed accounts. Read this thought piece I wrote for Financial Standard.
It was a pleasure to talk to Juliette Saly on ausbiz to discuss the current outlook for equity markets. In the interview, I discussed the broadening of market participation and highlighted the current risks facing equities.
In this interview with ausbiz, I spoke on the matter of the sustainabilty of the current market rally. I also expressed my observation of the positive environment for equity markets with US data remaining favourable. And despite wider market progress, I see there is an evident disparity between successful and failing sectors.
We are thrilled to be offering access to the Activam Group Multi-Asset SMA investment portfolios through North. The demand has been fantastic, as we stay committed to delivering exceptional opportunities and outcomes for advisers and their clients, through quality and performance focus.
Investment management professional Robert Talevski suggests a diversified strategy, focusing on growth equities, emerging markets, and gold exposure.
Investment management professional Robert Talevski talks about the influencing factors on the markets, including elevated inflation and global geopolitical risks.
The US earnings reporting season for Q4 2023 has come to a close. According to asset allocation strategist Robert Talevski, these quarterly earnings updates provide valuable insight into how companies perform and how they might perform going forward from an earnings perspective.
The ASX200 is inching closer to a record high! Dive into an insightful interview with Robert Talevski, a multi-asset portfolio manager, who unveils his strategies and top picks for navigating the 2024 market.
The Australian market sizzles, but what's behind the surge? Tune in as investment management professional Robert Talevski delivers his insights on today's news and reveals what's next for investors.
Is rising unemployment a sign of things to come? Investment manager Robert Talevski weighs in on the current economic climate and potential risks for your portfolio in an interview with AusBiz.
Is the oil price surge good or bad for the economy? Join asset allocation strategist Robert Talevski as he breaks down the inflation risk, shares his outlook, and offers guidance in his SBS interview.
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