Meridian Allocation

Meridian Allocation

Meridian Allocation

FOUNDING SUBSCRIBER WAITLIST

Meridian Allocation launches paid research in September 2026.

Join the founding waitlist for access to Meridian’s transparent, rules-based monthly asset-allocation research.

A$149 total · First 3 months

Joining the waitlist does not create a subscription or require payment. You’ll be notified when founding subscriptions open.

Join the Founding Waitlist

Review the Sample Packet

MONTHLY ALLOCATION PACKET

August Allocation Packet

The model remains positioned for Overheating, with growth and inflation both classified as rising.


THE MONTHLY DECISION

Know how the portfolio is positioned — and why.

Know how the portfolio is positioned — and why.

Each Meridian Allocation packet is designed to answer three questions without requiring readers to follow markets every day.

Each Meridian Allocation packet is designed to answer three questions without requiring readers to follow markets every day.

01 — HOW IS THE PORTFOLIO POSITIONED?

A clear asset-class stance across equities, bonds, commodities, gold and cash.

02 — WHY?

The macroeconomic, market and risk evidence supporting the positioning.

03 — WHAT COULD CHANGE?

The key risks, conflicting signals and conditions that could alter the allocation.

MONTHLY RESEARCH

A structured allocation process, delivered monthly.

A structured allocation process, delivered monthly.

Asset-Class Stance

The current exposure determined by the framework.

Macro Regime

The prevailing growth and inflation environment.

Signal Confirmation

Market evidence supporting or challenging the macro assessment.

Risk Dashboard

Portfolio deployment, volatility and key risk conditions.

Monthly Changes

What changed from the previous month and why.

Reference Implementation

ETF proxies demonstrating how each asset-class stance can be represented.

THE PROBLEM

More information does not necessarily produce better decisions.

More information does not necessarily produce better decisions.

Investors now face an abundance of forecasts, financial commentary, market narratives and AI-generated analysis. Meridian is built around a different approach: define the decision process first, apply it consistently and document every change. The objective is not to predict every market movement. It is to make portfolio allocation more disciplined, transparent and resistant to short-term noise.

Investors now face an abundance of forecasts, financial commentary, market narratives and AI-generated analysis. Meridian is built around a different approach: define the decision process first, apply it consistently and document every change. The objective is not to predict every market movement. It is to make portfolio allocation more disciplined, transparent and resistant to short-term noise.

LESS NOISE

Focus on decision-relevant evidence.

MORE STRUCTURE

Apply the same framework across changing environments.

GREATER TRANSPARENCY

Show the positioning, reasoning, risks and conditions for change.

THE FRAMEWORK

Rules first. Allocation second.

Rules first. Allocation second.

01 — CLASSIFY

Assess the prevailing growth and inflation environment.

02 — CONFIRM

Evaluate market, momentum and risk signals.

03 — ALLOCATE

Translate the combined evidence into an asset-class stance.

04 — DOCUMENT

Record the decision, reasoning, risks and conditions for change.

Reference ETFs are implementation proxies. The framework determines the asset-class stance first.

Reference ETFs are implementation proxies. The framework determines the asset-class stance first.

Explore the full methodology →

Designed for investors who value process over predictions.

Designed for investors who value process over predictions.

MERIDIAN MAY BE RELEVANT IF YOU:

have limited time to follow markets consistently

want a structured view of asset allocation

value transparent and repeatable decision rules

want to understand why portfolio positioning changes

prefer disciplined research over constant market commentary

MERIDIAN IS NOT:

personalised financial advice

a stock-picking service

daily trade alerts

a guarantee of investment performance

a replacement for independent judgement

TRANSPARENCY

Review the process before deciding.

Review the process before deciding.

Meridian is designed to be examined. Review the sample packet, methodology, philosophy and limitations before deciding whether the research belongs in your investment process.

Meridian is designed to be examined. Review the sample packet, methodology, philosophy and limitations before deciding whether the research belongs in your investment process.

Review Sample Packet

Explore Methodology

Read Philosophy

Limitations & Disclosures

SEPTEMBER 2026

SEPTEMBER 2026

Join Meridian’s first paid reader cohort.

Join Meridian’s first paid reader cohort.

A$149

A$149

First 3 months

First 3 months

Founding subscribers will receive Meridian Allocation’s September, October and November monthly research for A$149 total.

Founding subscribers will receive Meridian Allocation’s September, October and November monthly research for A$149 total.

No payment is required to join the waitlist.

No payment is required to join the waitlist.

Join the Founding Waitlist

Waitlist members will be notified when subscriptions open.

Waitlist members will be notified when subscriptions open.

Meridian Allocation provides general investment research and educational information only. It does not provide personalised financial advice or consider individual objectives, financial situations or needs. Past and hypothetical performance are not reliable indicators of future performance.

Meridian Allocation provides general investment research and educational information only. It does not provide personalised financial advice or consider individual objectives, financial situations or needs. Past and hypothetical performance are not reliable indicators of future performance.

Terms

Privacy

Cancellation

Limitations & Disclosures