Asset Allocation Articles

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Being bearish sounds smart. Being bullish tends to pay. Here’s the evidence.

Markets have never lacked reasons to worry. There’s generally a long list of macro risks and challenges that need to be navigated. Yet the data on which investors succeed tells a clear story: cautious optimism has consistently outperformed pessimism.

Simon TurnerHead of Content (CFA)

5 Aug 2026

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.

Investor Education Asset Allocation ETF Managed Fund

25 May 2026

· Simon Turner

· 7 MIN READ

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

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.

Investor Education Asset Allocation ETF Managed Fund

25 May 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

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

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

To hedge or not to hedge

When the words ‘hedge fund’ run through investors’ minds, cocaine-fuelled images of Leonardo DiCaprio in The Wolf of Wall Street, may accompany them. Fair dues. In the past, the global hedge fund sector attracted more than its share of larger-than-life alpha males not known for their ethics or compassion. But that was then and this is now. And with global equity markets getting rockier, investors are increasingly looking for reliable absolute return strategies to protect their portfolios from market volatility.

Managed Fund Asset Allocation Investor Education

14 Aug 2024

· Simon Turner

· 8 MIN READ

Cracking the asset allocation conundrum

It’s no exaggeration that asset allocation is the cornerstone of almost all successful investment strategies. In Tony Robbins’ words, ‘Asset allocation, where to park your money and how to divide it up is the single most important skill of a successful investor.’

Asset Allocation Investor Education

2 Aug 2024

· Simon Turner

· 7 MIN READ

How to get started investing in funds

Unitised funds, which pool investments from multiple investors and invest in a broad portfolio of assets, allow investors to access the in-depth knowledge, research, and ongoing monitoring of professional managers.

Investor Education Managed Fund ETF Asset Allocation

26 July 2024

· Ankita Rai

· 5 MIN READ

Avoid these 6 mistakes to fast-track your financial freedom

As so many investors learn the hard way: markets often take the stairs up and the elevator down. It’s the same with the value of portfolios that were created to fund a certain level of retirement: a few missteps can quickly erode decades of saving and hard work.

Investor Education Asset Allocation

25 July 2024

· Simon Turner

· 7 MIN READ

The Dalio dilemma

Learning from successful professional fund managers is often a shortcut to better investment results. It’s equally informative when there’s a noteworthy shift that brings a previously successful investment strategy into question. Enter the Dalio dilemma.

Managed Fund Asset Allocation Alternative Investment Investment Themes

18 July 2024

· Simon Turner

· 6 MIN READ

Time to concentrate on over-concentration

Index concentration is increasingly becoming a concern for investors worldwide. Consider the S&P 500 Index, the most popular benchmark for US stocks. Over the past decade, the top 10 companies' share of the index's market value has surged from 14% to 33%. This means investing in the S&P 500 largely hinges on the performance of these top 10 companies, the majority of which are tech giants.

Investor Education Shares Asset Allocation Managed Fund

12 July 2024

· Ankita Rai

· 6 MIN READ

How the rich get rich and stay rich

Ask most wealthy people how they built their wealth, and the answers you’ll receive are likely to be obvious and somewhat unexciting rather than sounding like the secret keys to a kingdom of wealth. But therein lies the truth of wealth-building … it’s about taking small, mundane steps in the right direction over the long term.

Investor Education Asset Allocation

12 June 2024

· Simon Turner

· 7 MIN READ

What GEMI Capital’s challenges can teach us about selecting mortgage funds

The mortgage fund asset class has grown and matured in recent years. For good reason. Mortgage funds often offer investors attractive risk-adjusted returns by virtue of their superior yields. But as with all asset classes, not all mortgage funds are created equal. The recent challenges experienced by GEMI Capital’s investors provide a timely reminder of what can go wrong in this asset class.

Fixed Interest Managed Fund Asset Allocation

6 June 2024

· Simon Turner

· 6 MIN READ

Global tech stocks now tick income investors’ boxes

Global tech companies, once focused solely on rapid growth, are now adopting a strategy typical of more traditional value businesses — issuing dividends. Meta's introduction of its maiden dividend earlier this year marked a significant departure from the tech sector's usual emphasis on buybacks. Shortly after, Salesforce, Booking, and Alphabet followed suit, announcing dividends for the first time.

Shares Investor Education Investment Themes Asset Allocation

30 May 2024

· Ankita Rai

· 5 MIN READ

The 60/40 portfolio may have had its day

Remember when the 60/40 portfolio was regarded as a rock solid approach to portfolio construction? How times have changed.

Asset Allocation Investor Education

26 Apr 2024

· Simon Turner

· 5 MIN READ

Gold vs Bonds - the aftermath of a trouncing

Financial markets thrive on long term correlations holding for the simple reason it provides high-probability context for investors to make investment decisions. So when a long term correlation breaks down that most investors thought made financial and intuitive sense, it’s generally worth delving deeper.

Fixed Interest Commodities Asset Allocation

18 Apr 2024

· Simon Turner

· 7 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

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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

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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

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