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The Lowdown on the Recent Surge in Leverage

INVESTMENT THEMESMACROINVESTOR EDUCATION

Mon 28 Apr 2025
The Lowdown on the Recent Surge in Leverage
There’s an interesting trend afoot in global investment markets of late: appetite for leverage had risen to unusually high levels over the past couple of weeks. That may surprise you to hear given financial leverage tends to be best suited to more stable, predictable market conditions than we’ve witnessed of late. We investigate what it means for investors below…
SMSF Loans: What Trustees Often Get Wrong

SUPERANNUATION ACCOUNTSINVESTOR EDUCATION

Fri 25 Apr 2025
SMSF Loans: What Trustees Often Get Wrong
A growing number of Australians are turning to self-managed super funds (SMSFs) to take greater control of their retirement savings—and for many, property sits at the heart of that strategy. According to the latest ATO figures, SMSFs held $1.02 trillion in assets at the end of the December 2024 quarter. While listed shares remain the largest allocation, direct property makes up 16.5% of total SMSF assets.
Commercial Property may be Ready to Play Defence

PROPERTY & CONSTRUCTIONMANAGED FUNDINVESTOR EDUCATION

Thu 24 Apr 2025
Commercial Property may be Ready to Play Defence
As Trump’s tariffs continue to scare global markets, investors are increasingly searching for defensive assets positioned to deliver regardless of what comes out of the American commander-in-chief’s mouth.
The Underappreciated World of Investment Bonds

ASSET ALLOCATIONINVESTOR EDUCATION

Wed 23 Apr 2025
The Underappreciated World of Investment Bonds
As global markets swing between optimism and uncertainty like a pendulum, investors are increasingly on the lookout for alternative ways to fortify their portfolios.

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Big Balances, Bigger Targets: Why Scammers Love Investors

INVESTOR EDUCATION

Thu 17 Apr 2025
Big Balances, Bigger Targets: Why Scammers Love Investors
Fraud rarely makes the top of a portfolio review. But it should. As scammers grow increasingly sophisticated, investors across Australia are finding themselves on the front line of financial crime—often without realising it until it’s too late.
The Mediocre Country Syndrome: How Australia is Positioned in this Strange New World

MACROMANAGED FUNDASSET ALLOCATION

Wed 16 Apr 2025
The Mediocre Country Syndrome: How Australia is Positioned in this Strange New World
Amidst this strange new world of trade wars and deteriorating geopolitical relationships, Australia finds itself in a peculiar position: a land of promise and opportunity wrestling with the spectre of mediocrity at a time when competitive advantage is everything. More than ever, the country’s future depends on rising above the apathy that’s taken hold of the economy…
Active Fixed Income Management is Back in the Game

FIXED INTERESTMANAGED FUNDINVESTOR EDUCATION

Mon 14 Apr 2025
Active Fixed Income Management is Back in the Game
As markets wobble in the wake of President Trump’s tariffs, bonds are stepping up to the plate, providing a safe haven for investors while stocks plummet. Most bond ETFs and managed funds have started outperforming, with many reaching performance heights not seen in months.
Private credit: What to look for in an asset manager

INVESTOR EDUCATION

Fri 11 Apr 2025
Private credit: What to look for in an asset manager
With private credit garnering plenty of media attention lately, it’s important for investors to understand the underlying variations across this asset class. Here we discuss some key points about private credit funds and how they work, as well as some key differences between them.
Six Freedom-Crippling Retirement Planning Mistakes to Avoid

INVESTOR EDUCATIONSUPERANNUATION ACCOUNTS

Thu 10 Apr 2025
Six Freedom-Crippling Retirement Planning Mistakes to Avoid
Retirement today comes with more choice—and more complexity. With longer lives, rising living costs, and more personal control over income, navigating this phase takes more than just a solid super balance.
The Future of Travel: How AI-powered travel agents are revolutionising the industry

INVESTOR EDUCATION

Wed 9 Apr 2025
The Future of Travel: How AI-powered travel agents are revolutionising the industry
Planning and booking travel has long been a frustrating and time-consuming process. Travellers must sift through countless flight and hotel options, read reviews, juggle different booking platforms and coordinate schedules – all while trying to secure the best deals.
Zigging in Private Credit when Everyone Else is Zagging

FIXED INTERESTMANAGED FUNDINVESTOR EDUCATION

Wed 9 Apr 2025
Zigging in Private Credit when Everyone Else is Zagging
After our recent investor event, we sent out a survey regarding the topics investors would like to hear more about. One asset class dominated all others in the feedback: private credit. Investors were clear: the prospect of solid risk-adjusted returns without the volatility of listed markets is fuelling their interest in private credit.
The Future of Transport: Innovations transforming how we move

INVESTOR EDUCATION

Wed 9 Apr 2025
The Future of Transport: Innovations transforming how we move
Technologies ranging from electric vehicles and self-driving cars to drones and hyperloop systems are redefining how people and goods move. The implications are enormous. While these innovations promise greater efficiency, sustainability and convenience, they pose disruptive challenges to traditional transport sectors and adjacent industries. And like every major technological shift, there will be winners and losers. Investors who spot the right opportunities early stand to make the most, while those who ignore these trends will miss the bus.
How AI Will Change Investing Forever

INVESTOR EDUCATIONTECHNOLOGYMANAGED FUND

Mon 7 Apr 2025
How AI Will Change Investing Forever
The only thing that’s certain is change. The world of investing is no exception. Long gone are the days when a stockbroker with encyclopedic knowledge of the markets was your best ally. Welcome to the era of AI in which algorithms, data crunching, and predictive analytics are the game-changers for many investors.
Budget 2025: What Investors Need to Know

INVESTOR EDUCATION

Thu 3 Apr 2025
Budget 2025: What Investors Need to Know
With an election looming, the Albanese Government’s 2025 Budget lands exactly where you’d expect: safe, strategic, and politically calibrated. It’s packed with handouts designed to ease household cost pressures, including tax cuts starting from 2026–27, student debt relief, and housing assistance. The Budget extends support measures—but at a price. It returns to a deficit with a $27.6 billion shortfall this year and $42.1 billion projected for 2025–26. As a result, gross debt is set to climb to $1.22 trillion by 2028–29, up $283 billion from current levels.
MercadoLibre (MELI) - Amazon in the Amazon

INVESTOR EDUCATION

Thu 3 Apr 2025
MercadoLibre (MELI) - Amazon in the Amazon
MercadoLibre (NASDAQ: MELI) is the leading e-commerce and fintech ecosystem company in Latin America, co-founded in a Buenos Aires garage during the dotcom boom by Marcos Galperin, who remains Chairman and CEO to this day. The company began life as an online auction marketplace inspired by eBay and has since evolved to encompass a broad range of services including third- and first-party sales, logistics, advertising, and fintech.
Protect your Wealth from the Greedy Hands of Inflation

PROPERTYASSET ALLOCATION

Wed 2 Apr 2025
Protect your Wealth from the Greedy Hands of Inflation
In most developed markets, including Australia, higher interest rates have tempered inflation but it’s proving stickier than most central bankers expected. In short, the journey to tame inflation is taking longer than expected and remains far from won.
A Shortcut to Make More Money While You Sleep

MANAGED FUNDETFINVESTOR EDUCATION

Mon 31 Mar 2025
A Shortcut to Make More Money While You Sleep
Most investors’ picture of financial independence involves streams of money flowing their way without any effort on their parts. It’s this lack of effort, this ability to make money while we sleep, that allows us to do all the things we’ve always dreamt of—like travelling or sipping cocktails at the beach.
Sports Investing: A Rising Global Opportunity

ENTERTAINMENT, SPORTS & GAMINGPRIVATE ASSETS

Mon 31 Mar 2025
Sports Investing: A Rising Global Opportunity
The world of professional sports is undergoing a seismic shift, presenting unprecedented opportunities for investors. Previously the exclusive domain of billionaires, sports franchises have emerged as a unique and rapidly growing asset class, driven by robust business models, increasing media rights valuations, and the global appeal of sports as entertainment.
Super Trends Every Investor Should Watch

SUPERANNUATION ACCOUNTSINVESTOR EDUCATION

Thu 27 Mar 2025
Super Trends Every Investor Should Watch
For most Australians, superannuation is their most important financial asset after the family home—and the primary vehicle for funding their retirement.
Time to Diversify: Multi-Asset Investing is Ready to Shine

ASSET ALLOCATIONINVESTMENT THEMESMANAGED FUND

Wed 26 Mar 2025
Time to Diversify: Multi-Asset Investing is Ready to Shine
The concept of diversification has long been foundational to most investment strategies. However, the rise of the Magnificent 7 in recent years seemed to disprove its benefits to large swathes of the global investment community. As a result, millions of investors have been ‘all-in’ on the same trade. That was then and this is now. The world has changed in profound ways since Trump’s inauguration, and markets have been reminded of the benefits of diversification. The stage is surely set for a resurgence in multi-asset investing…
Making sense of the banking sector

INVESTOR EDUCATION

Mon 24 Mar 2025
Making sense of the banking sector
The banking sector enjoyed an extraordinary rally in 2024, with the Big Four Banks delivering an average TSR of 33%. As recently as February, Commonwealth Bank (CBA), for instance, enjoyed a price to earnings multiple of 26x- a 60% premium to its historical average. This raises an important question: are these valuations justified for a sector that has not grown its overall earnings per share over the last 10 years?
Alternatives No Longer Living Up to their Name

ALTERNATIVE INVESTMENTPRIVATE ASSETSCURRENCY, CRYPTO AND ICO

Mon 24 Mar 2025
Alternatives No Longer Living Up to their Name
Alternative investments have done what alternative music did in the 90s: become so mainstream that their name doesn’t apply any more. They are no longer reserved for institutional investors and the wealthiest of the wealthy. Alternatives have become a staple component of most high net worth individuals’ portfolios, and are increasingly showing up in mass market portfolios. We investigate the sector’s growth drivers for a steer as to what’s coming…
The Hidden Biases holding your portfolio back

INVESTOR EDUCATION

Thu 20 Mar 2025
The Hidden Biases holding your portfolio back
Investing is often seen as a game of numbers, charts, and cold, hard logic. Except, in practice, that’s not how it works for most investors. More often than not, investment decisions are driven by emotions, biases, and mental shortcuts. As Benjamin Graham puts it: ‘The investor’s chief problem—and even his worst enemy—is likely to be himself.’
The LIC/LIT Opportunity: Pay 80-90 cents for each Dollar of Assets

SHARESINVESTMENT THEMESINVESTOR EDUCATION

Wed 19 Mar 2025
The LIC/LIT Opportunity: Pay 80-90 cents for each Dollar of Assets
What if I told you of an investment sector in which you could pay 80-90 cents for each dollar worth of assets? Welcome to the current state of affairs in the Listed Investment Companies (LICs) and Listed Investment Trusts (LITs) sector. The question is: do these discounts represent an opportunity worth pursuing, or a risk worth avoiding?

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