Founding subscriptions open September 2026 · A$149 for the first 3 months
MERIDIAN ALLOCATION
Clarity for portfolio decisions in a market full of conflicting signals.
Meridian Allocation translates changing macroeconomic conditions into a transparent, rules-based monthly asset-allocation stance — showing what changed, why it changed and the risks that could change the view.
Paid research launches September 2026 · Founding access: A$149 total for the first 3 months.
Not stock picks.
Not trade alerts.
No personalised advice
MONTHLY ALLOCATION PACKET
August Allocation Packet
The model remains positioned for Overheating, with growth and inflation both classified as rising.
Each Meridian packet answers three questions: How is the reference portfolio positioned? Why is it positioned that way? What could cause that positioning to change?
01
CURRENT STANCE — How the framework is positioned across major asset classes.
02
WHY — The macroeconomic, market and risk signals supporting the allocation.
03
WHAT CHANGES THE VIEW — The conflicting evidence, risks and conditions that could trigger a future change.
01 — Portfolio stance
Current exposure across major liquid asset classes.
02 — Macro regime
The prevailing growth and inflation environment.
03 — Signal confirmation
The evidence supporting or conflicting with the regime assessment.
04 — Risk dashboard
Portfolio deployment, volatility and key risk conditions.
05 — Monthly changes
What changed since the previous allocation and why.
06 — Reference implementation
ETF proxies showing how asset-class exposures can be represented.
The objective is not to predict every market move. It is to apply the same decision process consistently through changing environments.
01 — Classify
Assess the prevailing growth and inflation environment.
02 — Confirm
Evaluate market, momentum and risk signals.
03 — Allocate
Translate the evidence into an asset-class stance.
04 — Document
Record the decision, reasoning, risks and conditions for change.
want a structured view of portfolio allocation
value transparent and repeatable decision rules
have limited time to follow changing market information
want to understand why an allocation changes
personalised financial advice
a stock-picking service
a source of daily trade alerts
a promise of outperformance
a substitute for independent judgement
Meridian is designed so readers can examine its assumptions, challenge the classification and understand why an allocation changed. The objective is not to make every decision look correct in hindsight. It is to maintain a disciplined, transparent and repeatable allocation process.
August marked the final free reader cohort. Founding subscribers will receive the first three monthly Meridian Allocation packets for A$149 total.
A$149 · First 3 months