ROBERT TALEVSKI
Investment Management Professional
Robert Talevski is a highly experienced investment management professional, multi-asset portfolio manager, 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.
As a seasoned investment management professional, Robert is recognised for his expertise 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 both institutional and private wealth clients. His approach is centred on maximising returns while managing risk—ensuring sustainable, long-term investment outcomes.
Before establishing Activam Group, Robert held leadership roles at top-tier financial institutions, including INVESCO, IMS, and Threadneedle Investments. He also served as a trusted Investment Consultant, advising clients with over $50 billion in assets on multi-asset investing, portfolio risk management, and evolving financial market trends. His deep knowledge of Australian superannuation funds and institutional strategiesmakes him a sought-after expert across the industry.
Beyond his professional achievements, Robert is committed to giving back to the community and is an active supporter of Autism-related causes. His passion for financial education and investor empowerment drives him to help individuals and institutions make informed, confident investment decisions.
Robert holds a Bachelor of Business (Accounting & Law) and a Graduate Diploma in Applied Finance & Investment, further underpinning his credentials as a leading investment management professional in Australia.
MEDIA LINKS
Investment Management
Professional 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 management professional Robert Talevski, Managing Director of Activam Group, 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
Management Professional Robert
Talevski.
Market corrections often spark concern, but history shows that markets have the resilience to recover—and long-term opportunities often follow for those who stay the course. In this interview with ausbiz, investment management professional Robert
Talevski, Managing Director of Activam Group, shares his expert perspective on how to
strategically position portfolios amid volatility. He emphasises the importance of diversification, sector rotation, and understanding macroeconomic trends that are shaping the investment landscape in 2025.
Key takeaways from this interview: Market Recovery Patterns: Staying invested through downturns is essential for capturing long-term growth; Investment Opportunities: Small and mid-cap stocks, global equities, and alternative assets are well-positioned for upside; Portfolio Resilience: Building diversified portfolios across sectors and regions is key to navigating uncertain markets.
2025 Equity Market Outlook: Insights from Leading Investment Management Professional on Key Trends and Opportunities.
Robert Talevski, a leading investment management professional and portfolio 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
Investment Management Professional
on Trends for Late 2024 and 2025.
Robert Talevski, Managing Director of Activam and a leading investment management 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.
Australian Private Equity Trends: Investment Management Professional on the Rise of Evergreen Funds for High-Net-Worth Investors.
Robert Talevski, Managing Director of Activam Group and a seasoned investment management 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’s Equity Market Outlook:
Investment Management Professional
Shares Key Trends and Opportunities for 2024–2025.
As we approach the end of 2024, Robert Talevski, Founder and Managing Director of Activam Group and a respected investment management professional, 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.
Is the Bull Market Just Getting
Started? Insights from Investment
Management Professional Robert
Talevski on Market Momentum and
Trends.
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 management professional Robert Talevski, Founder and Managing Director of Activam Group, 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.
Australian Markets Surge: Investment
Management Professional Robert
Talevski on Banking Strength, Iron Ore
Outlook and Market Trends.
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 management professional Robert Talevski, Founder & Managing Director of Activam Group, 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.
Tailored vs. Off-the-Shelf Managed
Accounts: An Investment Management Professional’s Guide to the Right Strategy for Your Practice.
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 management 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.
Interest Rate-Sensitive Sectors:
Insights from Investment Management Professional Robert Talevski on Key Risks and Market Opportunities.
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 management professional Robert Talevski,
Portfolio Manager and Managing Director of Activam Group, 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.
Is Equity Market Rally Sustainable? Investment Management Professional Robert Talevski on Market Trends and 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 management professional Robert Talevski,
Managing Director of Activam Group, 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.
Activam Group Launches Multi-Asset
SMA Portfolios on North: Investment Management Professional’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 management professional 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.
Why Small Caps Are Poised for Growth: Market Insights from
Investment Management
Professional 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, investment management professional 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 Robert Talevski.
While the federal budget has dominated headlines, there are broader market dynamics that investors must consider when making strategic decisions.
In this insightful ausbiz interview, investment management professional Robert Talevski,
multi-asset portfolio manager and Managing Director of Activam Group, explains why
small-cap stocks are emerging as attractive investment opportunities. He discusses key
trends beyond the budget that could drive returns and how small caps can contribute to
long-term growth and portfolio diversification.
As markets evolve, knowing where to focus capital and how to adjust your investment approach is critical for both financial advisers and investors seeking to optimise portfolio performance.
US Q4 2023 Earnings Review: Investment Management Professional Robert Talevski on Market Insights and 2024 Outlook.
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 management 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.
ASX Rises: Is a Record High Ahead?
Investment Management Professional
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 management professional Robert Talevski,
multi-asset portfolio manager and Managing Director of Activam Group, 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.
Why the Australian Market is Surging: Investment Management
Professional Robert Talevski on Key Drivers and 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 management professional Robert Talevski, Managing Director of Activam Group, 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 investment management professional is essential for building a resilient, forward-looking investment portfolio.
Is Rising Unemployment a Warning Sign for Investors? Investment
Management Professional 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 management professional Robert Talevski, asset allocation strategist and Managing Director of Activam Group, provides expert 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.
Rising Oil Prices & Inflation:
Investment Management
Professional Robert Talevski on
Economic Impact and Portfolio
Strategy.
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 management professional Robert Talevski, asset allocation strategist and Managing Director of Activam Group, 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.
Robert Talevski: From Aspiring
Investor to Leading Investment
Management Professional and Wealth
Management Innovator.
From flipping through The Age’s stock pages as a teenager to becoming a recognised investment management professional 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.
Investment Management
Professional 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 management professional Robert Talevski, Managing Director of Activam Group, 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.