Robert Talevski is a highly experienced Multi-Asset Portfolio Manager and Investment Consultant with nearly 30
years of expertise in investment manager research and selection, 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 and selection. 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 investment manager research and selection expert in the industry.
Beyond his professional achievements especially in investment manager research and selection, 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.
Equity Market Outlook: Insights from
Investment Manager Research and
Selection Expert on Trends for Late 2024
& 2025.
Robert Talevski, a leading investment manager research and selection professional, joined
SBS Australia World News Bulletin and the 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 breaks down the key trends influencing both Australian and
global equity markets, the implications of potential Federal Reserve interest rate decisions,
and the sectors most likely to deliver long-term portfolio growth. As market volatility persists
and economic conditions evolve, his guidance provides clear direction for investors looking to
position themselves strategically in the coming months.
2025 Equity Market Outlook:
Insights from Leading Investment
Manager Research and Selection
Professional on Key Trends &
Opportunities.
Robert Talevski, a leading investment manager research and selection professional,
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.
READ
Investment Manager Research and
Selection Expert 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,
investment manager research and selection professional 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 Investment Manager
Research and Selection Expert Robert
Talevski.
Market corrections often spark concern, but history shows resilience and long-term growth
opportunities for investors who stay the course. Robert Talevski, investment manager
research and selection expert, explains how to strategically position portfolios amid market
volatility, emphasizing 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.
Media Links
Australian markets staged a strong rebound, fuelled by renewed strength in banking stocks
and growing optimism around economic stimulus measures. In an exclusive interview with
SBS Australia World News Bulletin, investment manager research and selection expert Robert
Talevski shared his expert insights on the driving forces behind this momentum.
Robert Talevski explores how the resilience of Australia’s banking sector is supporting market
gains, offers forecasts on iron ore prices amid potential Chinese government stimulus, and
provides a comprehensive outlook on opportunities across Australian equities.
As economic conditions shift, understanding these key market drivers and sector-specific
trends is essential for investors seeking to position their portfolios for sustainable growth.
Australian Markets Surge: Investment
Manager Research and Selection Expert
Robert Talevski on Banking Strength,
Iron Ore Outlook & Market Trends.
WATCH
With equity markets climbing to new highs, investors are asking the big question: Is
this bull run just beginning, or nearing its peak? In his latest appearance on ausbiz,
investment manager research and selection professional Robert Talevski shares his
expert analysis on the factors fuelling market momentum and what history tells us about
where things could head next.
Robert Talevski highlights how the global easing cycle, strong economic fundamentals,
and improving investor sentiment are driving continued equity strength. He also draws on
historical data to show why this bull market may still have room to run—offering valuable
perspective for those navigating today’s dynamic environment.
Is the Bull Market Just Getting
Started? Insights from Investment
Manager Research and Selection
Professional RobertTalevski on
Market Momentum & Trends.
Activam’s Equity Market Outlook:
Investment Manager Research and
Selection Expert Shares Key Trends &
Opportunities for 2024–2025.
As we approach the end of 2024, Robert Talevski, a respected investment manager research
and selection, joins ausbiz to share his expert equity market outlook, highlighting the key
forces shaping the financial landscape.
In this discussion, Robert Talevski examines the major market drivers, the role of consumer
health data in shaping investment strategies, and the sectors presenting the most compelling
opportunities for long-term investors. His analysis offers valuable guidance for navigating
equity markets into 2025 and beyond.
With market dynamics continuing to shift, investors must stay informed and take a strategic
approach to capital allocation to maximise long-term portfolio growth.
Australian Private Equity Trends:
Investment Manager Research and
Selection Professional on the Rise of
Evergreen Funds for High-Net-Worth
Investors.
Robert Talevski, a seasoned investment manager research and selection professional, was
featured in The Australian Financial Review, offering expert insights into the evolution of
private equity in Australia and the growing appeal of evergreen private equity funds
among high-net-worth investors.
In this article, Robert Talevski explores how evergreen fund structures are transforming
private equity access, why wealthy individuals and family offices are increasingly drawn to
these flexible models, and the strategic advantages of long-term capital deployment.
As private equity strategies continue to evolve, understanding the benefits of evergreen
funds is essential for investors aiming to capture sustained growth in the years ahead.
Activam Group Launches Multi-Asset
SMA Portfolios on North: An Investment
Manager Research and Selection
Expert’s Solution for Financial Advisers.
Activam Group is proud to announce the launch of its Multi-Asset SMA investment
portfolios on North, offering financial advisers access to institutional-grade solutions
developed by a leading investment management professional team. These portfolios are
designed for long-term growth, effective risk management, and alignment with a wide
range of client objectives.
The strong demand underscores the growing need for professionally managed, diversified
investment solutions that deliver consistency and performance. Led by investment
manager research and selection expert Robert Talevski, Activam remains committed to
empowering advisers with high-quality SMA portfolios, cutting-edge portfolio construction
strategies, and streamlined access to expertly managed multi-asset investments.
This launch represents a key milestone in Activam’s mission to elevate adviser capabilities
and drive superior outcomes for their clients.
Is the Equity Market Rally Sustainable?
Investment Manager Research and
Selection Professional Robert
Talevski on Market Trends & 2024
Outlook.
With equity markets continuing their upward momentum, investors are questioning
whether this rally is sustainable or if a pullback is on the horizon.
In a recent ausbiz interview, investment manager research and selection professional
Robert Talevski shares his expert analysis on the factors driving the current equity market
rally. He explores key market trends, the influence of strong US economic data, global
developments, and where the most attractive investment opportunities lie in today’s
favourable environment. He also outlines the potential risks investors should monitor
closely as we move through 2024.
As markets evolve, understanding how to position your portfolio for long-term
growth—while remaining mindful of short-term volatility—is crucial for investment
success.
As interest rates continue to influence market direction, understanding which sectors are
most sensitive to rate changes is critical for investors navigating the equity landscape in
2024 and beyond.
In a recent ausbiz interview, investment manager research and selection expert Robert
Talevski provides expert insights on the current equity market outlook, highlighting which
sectors are most vulnerable to rate hikes—and which may offer strategic opportunities. He
also discusses how the broadening of market participation is shifting investment strategies
and outlines the key risks that investors should monitor closely.
With ongoing shifts in monetary policy, positioning portfolios with a forward-looking,
rate-aware strategy is essential to achieving long-term performance and managing
volatility.
Interest Rate-Sensitive Sectors:
Insights from Investment Manager
Research and Selection Expert Robert
Talevski on Key Risks & Market
Opportunities.
In today’s dynamic wealth management environment, financial advisers are increasingly
faced with the decision of whether to implement tailored managed accounts or opt for
off-the-shelf solutions to best meet their clients’ needs.
In this exclusive Financial Standard thought piece, investment manager research and
selection professional Robert Talevski, asset allocation strategist and Managing Director
of Activam Group, breaks down the critical differences between these two structures.
He explains how advisers can optimise portfolio outcomes, balance risk and
personalisation, and adapt to a changing investment landscape.
As managed accounts grow in importance for scalability and portfolio efficiency,
selecting the right model can significantly improve both client experience and
business operations.
Tailored vs. Off-the-Shelf Managed
Accounts: An Investment Manager
Research and Selection Professional’s
Guide to the Right Strategy for Your
Practice.
ASX Rises: Is a Record High Ahead?
Investment Manager Research and
Selection Expert Robert Talevski Shares
Top Stock Picks for 2024.
The ASX200 is edging closer to an all-time high, fuelling investor optimism across Australian
markets. But what’s driving this momentum—and which stocks are best positioned to benefit
in 2024?
In this exclusive market update, investment manager research and selection expert Robert
Talevski unpacks the key drivers behind the ASX rally. He also reveals his top stock selections,
sectors with high growth potential, and strategies for navigating market momentum in the
year ahead.
As conditions evolve, refining your investment approach and aligning your portfolio with
high-conviction opportunities is essential for long-term performance.
With the Q4 2023 US earnings season now complete, investors are closely evaluating key
takeaways to assess corporate performance and anticipate future
market direction.
In this exclusive market update, investment manager research and selection professional
Robert Talevski, asset allocation strategist and Managing Director of Activam Group,
shares his analysis of the top-performing sectors and underperformers, revealing what
the earnings results suggest about corporate profitability, economic resilience, and
investor sentiment. He also offers his forward-looking view on how these earnings
trends may influence investment strategies in 2024.
As quarterly earnings continue to provide a window into broader market trends,
understanding their impact is vital for effective portfolio positioning and risk
management.
US Q4 2023 Earnings Review:
Investment Manager Research and
Selection Professional Robert
Talevski on Market Insights & 2024
Outlook.
With inflation surprises keeping the US Federal Reserve cautious on rate cuts, investors are
closely watching the potential market impact.
In this Ausbiz interview, investment manager research and selection expert 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.
Why Small Caps Are Poised for Growth:
Investment Manager Research and
Selection Expert Robert Talevski Shares
Market Insights.
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, Robert Talevski, an investment manager research and
selection professional, 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 Small Caps Are Poised for
Growth: Market Insights from
Investment Manager Research and
Selection Professional Robert
Talevski.
With oil prices climbing, investors and economists are closely monitoring the potential
effects on inflation, interest rates, and market stability.
In this exclusive SBS interview, investment manager research and selection professional
Robert Talevski offers his expert perspective on how rising oil prices may fuel inflation, the
resulting pressures on consumer spending and business operations, and how these
factors can impact overall market performance. He also shares practical strategies for
investors looking to hedge portfolios against inflation-driven volatility.
As global energy dynamics evolve, gaining insights from a trusted investment
management professional is essential for navigating uncertainty and protecting
long-term returns.
Rising Oil Prices & Inflation:
Investment Manager Research and
Selection Professional Robert
Talevski on Economic Impact and
Portfolio Strategy.
From flipping through The Age’s stock pages as a teenager to becoming a recognised
investment manager research and selection expert and Managing Director of Activam
Group, Robert Talevski has built a career defined by perseverance, strategic thinking, and
innovation. With over 25 years of experience in portfolio management, asset allocation,
and financial advisory, he has positioned Activam Group as a trusted partner for financial
advisers, offering institutional-grade investment solutions.
In this exclusive Financial Standard feature, Robert reflects on how his global investment
experience shaped his professional journey, the founding vision behind Activam Group,
and his forward-looking view on the massive growth potential of Australia’s financial
advice industry.
Robert Talevski: From Aspiring Investor
to Leading Investment Manager
Research and Selection Expert.
Is Rising Unemployment a Warning
Sign for Investors? Investment
Manager Research and Selection Expert
Robert Talevski on Asset Allocation
Risks.
With unemployment rates on the rise, many investors are asking whether this trend signals
deeper economic challenges ahead—and what it means for portfolio strategy. Could this be a
critical red flag for asset allocation?
In this exclusive ausbiz interview, investment manager research and selection expert Robert
Talevski provides insights into the implications of rising unemployment for financial markets.
He discusses key macroeconomic indicators influencing investment decisions and offers
practical guidance on how investors can adjust portfolios to mitigate risk and maintain
resilience during periods of uncertainty.
As market conditions shift, insights from a trusted investment management professional
can help investors navigate potential volatility and stay positioned for long-term growth.
Why the Australian Market is
Surging: Investment Manager
Research and Selection Professional
Robert Talevski on Key Drivers &
Opportunities.
The Australian stock market is gaining significant traction—but what’s fuelling this rally,
and how can investors make the most of it?
In this exclusive market update, investment manager research and selection professional
Robert Talevski shares his expert analysis on the primary drivers behind the Australian
market’s surge. He also highlights sector trends, actionable investment opportunities, and
the strategic portfolio moves investors should consider to benefit from ongoing
momentum.
As economic conditions evolve, having insights from a trusted professional in investment
manager research and selection for building a resilient, forward-looking investment
portfolio.