Asset Allocation Articles

FEATURED

Investor Education · Asset Allocation · 7 MIN READ

How to Invest Like the Super Rich

The rich just keep getting richer. In Australia, the top 10% now control over 58% of national wealth, while the top 1% own almost half of the nation’s wealth.

Simon TurnerHead of Content (CFA)

25 May 2026

How Many ETFs Is Too Many? The Diversification vs Dilution Problem

The theory behind diversification makes intuitive sense to most investors: by combining assets that don’t move in perfect synchrony, investors can reduce portfolio volatility without necessarily sacrificing expected returns. This accepted truth reshaped portfolio construction in the twentieth century and continues to underpin institutional allocation frameworks today.

ETF Asset Allocation Investor Education

7 Apr 2026

· Simon Turner

· 6 MIN READ

What Do Higher Oil Prices Mean for Markets?

Investors have long watched oil prices as a gauge of global inflation, corporate profitability, geopolitical risk, and consumer spending. When it moves sharply in one direction, it’s arguably one of the most heeded signals in the market. When it spikes, the news headlines often predict equity market turmoil. When it collapses, they are more focused on the likelihood of a global recession.

Asset Allocation Mining, Resources & Energy Macro Investor Education

23 Mar 2026

· Simon Turner

· 6 MIN READ

The Kind of Portfolio You Can Sleep Through a Market Crash With

There’s a particular kind of calm that comes from watching your portfolio during a violent market sell-off and feeling nothing. No urge to act. No creeping sense that something is broken. Just the knowledge that what you own was designed to survive moments like this.

Investor Education Asset Allocation Investment Themes

1 Feb 2026

· Simon Turner

· 7 MIN READ

How Many ETFs Is Too Many? The Diversification vs Dilution Problem

ETF Asset Allocation Investor Education

7 Apr 2026

· Simon Turner

· 6 MIN READ

What Do Higher Oil Prices Mean for Markets?

Asset Allocation Mining, Resources & Energy Macro Investor Education

23 Mar 2026

· Simon Turner

· 6 MIN READ

The Kind of Portfolio You Can Sleep Through a Market Crash With

Investor Education Asset Allocation Investment Themes

1 Feb 2026

· Simon Turner

· 7 MIN READ

Explore 100's of investment opportunities and find your next hidden gem!

Search and compare a purposely broad range of investments and connect directly with product issuers.

Explore Investments

Fortify your portfolio with alternative investments

Many investors still see alternatives as complex, illiquid, and opaque—an asset class best avoided. Yet with the equity-bond mix delivering less consistent results, alternatives are becoming essential for those aiming for stronger portfolio resilience, higher returns, and alpha generation.

Alternative Investment Investor Education Asset Allocation

15 Nov 2024

· Ankita Rai

· 6 MIN READ

Cash is king unless it overstays its welcome

With global equity markets partying like its 1999 despite some major risks lurking in the background like the potential unwinding of the yen carry trade and the US Treasury’s precarious financial position, now may well be a good time to hold some cash.

Cash/Money Market Asset Allocation Investor Education

5 Nov 2024

· Simon Turner

· 6 MIN READ

The Fed’s cut may be the starter gun for small cap outperformance

With the Fed initiating a rate cutting cycle in September, investors are increasingly focusing on asset classes positioned to outperform in a falling rate environment. Enter smaller companies. Historically, small-cap stocks have outperformed their larger counterparts during periods of declining interest rates — and this trend seems to be taking hold as both global and domestic small-cap benchmarks have shown improved performance in recent months.

Asset Allocation Managed Fund Shares

24 Oct 2024

· Ankita Rai

· 5 MIN READ

How to invest in start-ups without losing your shirt

With ‘brain drain’ increasingly being the name of the game in the publicly listed markets, not to mention the ever present pull of the US market for innovative emerging Australian businesses in the need of capital, it’s hard to ignore the growing role of private equity and direct start-up investing in most investors’ portfolios. It’s also hard to ignore the fact that start-up investing entails its own unique risks. Many investors have been wrong-footed by the marked differences of start-up investing versus investing in publicly listed companies. The good news is with the right strategy it’s possible to invest in a portfolio of start-ups without losing your shirt.

Investor Education Asset Allocation Shares

23 Oct 2024

· Simon Turner

· 6 MIN READ

Don’t overlook the healthcare sector, it’s anything but boring

The healthcare sector is back in focus, and for good reason. As the global economy slows and interest rates drop, investors looking for a safe haven are turning to the healthcare sector’s long-term growth potential.

Asset Allocation Managed Fund Investor Education

18 Oct 2024

· Ankita Rai

· 6 MIN READ

How to generate high yield despite the concerning ASX dividend trend

Australian shares have traditionally been a go-to for income investors due to their attractive dividend yields. However, the market is undergoing a significant shift and the record payouts that followed the resources boom seem to be coming to an end. Recently, the base yield of the Australian market dipped below 4%, with rising costs and a weakening Chinese economy contributing to the decline. Morgan Stanley forecasts that the S&P/ASX 200 dividend yield will drop to just 3.6% in FY25, potentially marking the lowest yield for the ASX 200 in decades, excluding the COVID-19 period.

Managed Fund Investor Education Asset Allocation

9 Oct 2024

· Ankita Rai

· 6 MIN READ

Don’t ignore innovation: the engine of superior investment returns

Innovation has moved beyond being just a nice-to-have at the periphery of most portfolios—it’s now a key focus in investment strategies. With sectors like AI, renewable energy, and biotech leading the way, more investors are adjusting their portfolios to capture the growth potential of these cutting-edge technologies.

Asset Allocation Managed Fund ETF Investment Themes

3 Oct 2024

· Ankita Rai

· 5 MIN READ

Reposition your portfolio to benefit from falling rates

Cash and term deposits (TDs) have been popular with investors over the past couple of years, thanks to the RBA’s aggressive rate hikes. With cash rates peaking at 4.35%, investors enjoyed returns as high as 5% through TDs and high-interest savings accounts.

Investor Education Asset Allocation Managed Fund ETF

26 Sept 2024

· Ankita Rai

· 5 MIN READ

Does the Fed’s urgent action indicate a US recession is looming?

It’s not often that the Fed cuts rates by 50 basis points in one move. It surely indicates the Fed is worried about the state of the world’s largest economy. If that’s the case, global investors, including in Australia, should sit up and take note. The key question at this juncture is: does the Fed’s urgent action indicate a US recession is looming?

Macro Investor Education Asset Allocation

25 Sept 2024

· Simon Turner

· 5 MIN READ

Are emerging markets worth the risk?

In recent years, emerging markets haven’t exactly been a sure-fire opportunity for investors. Many have retreated after a decade of flat earnings, turbulence in China, and more attractive returns from the US exposure, resulting in emerging markets trading at lower valuations than their developed market counterparts.

Managed Fund Asset Allocation Investment Themes Shares ETF

19 Sept 2024

· Ankita Rai

· 6 MIN READ

Australia vs the US: the equity market showdown

Welcome to the match. It’s time for a showdown between the green and gold of the Australian equity market and the red, white, and blue of the American stock market. Both countries are fierce competitors with successful track long term records so we can expect a hard-fought match. We’ll assess our competitors based on three key factors: 1) historical performance, 2) EPS growth, and 3) valuations. It’s fine to cheer for your team during the match, but please keep it respectful.

Shares Asset Allocation Investor Education

17 Sept 2024

· Simon Turner

· 5 MIN READ

The big dollars being made in infrastructure

Blackstone and Canada Pension Plan Investment Board have agreed to acquire AirTrunk, an Australian digital infrastructure business, for $24 billion. It’s great news for the AirTrunk investors who will reap the rewards of an enormously successful exit. It also highlights the attractions of infrastructure investing, particularly in the fast growing digital infrastructure space. With deals like AirTrunk highlighting the opportunity, it may be worth asking: have you got enough infrastructure exposure?

Infrastructure Asset Allocation Managed Fund

12 Sept 2024

· Simon Turner

· 6 MIN READ

The Value of Unlisted Property Funds in Investment Portfolios

John Di Monda, CEO and Fund Manager at GDA Group explains why unlisted property funds can provide a stable, income-generating, and low-volatility component within a diversified investment portfolio. Understanding the differences between unlisted and listed property funds can also highlight how unlisted property funds can be a more compelling opportunity for long-term investors.

Property Managed Fund Asset Allocation

Watch now

5 Surprising Ways ETFs Can Tactically Improve Your Portfolio

26:45

25 Nov 2025

5 Surprising Ways ETFs Can Tactically Improve Your Portfolio

In this presentation, Marc Jocum, Senior Product and Investment Strategist explores 5 ways that ETFs can tactically improve your portfolio.

Investor Education Asset Allocation Investment Themes

Watch now

Navigation Opportunity in Current Global Equities Markets

12:41

25 Nov 2025

Navigation Opportunity in Current Global Equities Markets

In this presentation Nick & Jarrad, Portfolio Managers at Sharpbridge explore how global equity markets can offer diversified growth opportunities and resilience amid shifting economic cycles.

Shares Asset Allocation Managed Fund

Watch now

Articles