Articles by Sara Allen

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From FX Shocks to US Bias: The Biggest Global Equity Fund Risks to Manage

MANAGED FUNDINVESTOR EDUCATION

Thu 30 Apr 2026
From FX Shocks to US Bias: The Biggest Global Equity Fund Risks to Manage
Investors are familiar with the positives of adding global equities to their portfolios. Think diversification, exposure to some of the biggest companies in the world and the potential to access different growth themes.
The Income Ladder Strategy: Combining Bonds, Credit and Dividends

FIXED INTERESTPRIVATE ASSETSSHARESINVESTOR EDUCATION

Thu 23 Apr 2026
The Income Ladder Strategy: Combining Bonds, Credit and Dividends
The idea of regular, consistent payments is a critical part of an income-focused portfolio. Ensuring that a portfolio actually looks and works that way across extended periods can take a bit more planning. It’s not as simple as bunging everything into a bond and taking a monthly coupon.
From Fees to FOMO: The Biggest Australian Equity Fund Mistakes Explained

MANAGED FUNDINVESTOR EDUCATION

Thu 16 Apr 2026
From Fees to FOMO: The Biggest Australian Equity Fund Mistakes Explained
If your portfolio has a home-town bias, you aren’t alone. Typically, Australian investors have a high allocation to domestic equities – even on an institutional level – and for a range of reasons. Think familiarity, access to franking credits and solid returns in recent times.
How to Build a Reliable Income Portfolio

FIXED INTERESTMANAGED FUNDETFINVESTOR EDUCATION

Wed 8 Apr 2026
How to Build a Reliable Income Portfolio
Once upon a time, income investors might simply have used a select group of dividend-paying equities and bonds to cover their needs. Today’s income portfolio looks vastly different – though equities and bonds still play a role. Investors learnt the hard way long ago.
The 6 Biggest Pitfalls in Alternative Investing and Smart Ways to Dodge Them

ALTERNATIVE INVESTMENTINVESTOR EDUCATION

Thu 2 Apr 2026
The 6 Biggest Pitfalls in Alternative Investing and Smart Ways to Dodge Them
Did you know that assets under management in the alternatives space is tipped to hit US$30 trillion by 2030? This asset class has seen extraordinary growth in popularity in recent years, moving swiftly from the sole domain of institutions and wholesale investors to becoming broadly accessible to retail investors. Even if you aren’t exposed in your personal portfolio, there’s a high chance there are alternatives in your superannuation.
Gates, Suspensions and Redemption Risk Explained

MANAGED FUNDINVESTOR EDUCATION

Thu 26 Mar 2026
Gates, Suspensions and Redemption Risk Explained
Imagine needing to withdraw your investment from a fund and being unable to. This is the exact dilemma that investors all over the world have faced. For some, it has been temporary. For others, their money has never been recovered.
The Five Ways Smart Investors Sidestep the Biggest Mortgage Fund Risks

MANAGED FUNDINVESTOR EDUCATION

Thu 19 Mar 2026
The Five Ways Smart Investors Sidestep the Biggest Mortgage Fund Risks
When investors think about consistent income and risk management, mortgage funds are usually not front of mind. After all, their association with residential mortgage-backed securities can deter investors who remain cautious following the US subprime crisis that triggered the GFC. Those investors should bear in mind that Australia’s far more tightly regulated market offers protection against many of the same issues.
Fee Stacks: The Silent Killer of Private Market Returns

PRIVATE ASSETSMANAGED FUNDINVESTOR EDUCATION

Thu 12 Mar 2026
Fee Stacks: The Silent Killer of Private Market Returns
If you’ve ever opened a performance report from one of your investments and then been disappointed by the actual dollar amount hitting your bank account, you’ll be very familiar with the concept that fees erode returns.
Private Credit: The Five Ways Investors Actually Lose Money

PRIVATE ASSETSMANAGED FUNDINVESTOR EDUCATION

Thu 5 Mar 2026
Private Credit: The Five Ways Investors Actually Lose Money
It’s easy to see why private credit has grown exponentially in recent years. Investors have been forced to think differently about their portfolios to generate growth, income and maintain capital protection. The alternatives category as a whole has surged in popularity, with private credit accompanying the rise.
Australian vs Global Bond Funds: Currency Changes Everything

FIXED INTERESTMANAGED FUNDINVESTOR EDUCATION

Thu 26 Feb 2026
Australian vs Global Bond Funds: Currency Changes Everything
Following the exchange rate might be popular for those planning future international travel, but those planning their portfolios should not forget currency either. A shift in the exchange rate can mean an instant shift in the value or performance of your portfolio, depending on whether you have hedged any of your international exposures.
Credit vs Equities in a Slowdown: Who Loses First?

FIXED INTERESTSHARESINVESTOR EDUCATION

Thu 19 Feb 2026
Credit vs Equities in a Slowdown: Who Loses First?
There must be something about the 20s. Just like the 1920s, the 2020s have been turbulent and full of contradictions, though hopefully the 2020s won’t end the same way. As investors watch economic and geopolitical risks increase, alongside an uptick in inflation forcing the hand of the RBA, some may wonder if a slowdown is in the future.
The Pension Phase: Why Risk Doesn’t Disappear When Tax Does

SUPERANNUATION ACCOUNTSINVESTOR EDUCATION

Thu 12 Feb 2026
The Pension Phase: Why Risk Doesn’t Disappear When Tax Does
Reaching retirement age is a significant shift socially, emotionally and financially. A welcome change for many is that earnings in the retirement phase are tax free (subject to the transfer balance cap and your age being 60 or over), and you do not pay tax on your pension withdrawals.
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Articles by Sara Allen - InvestmentMarkets | Find & Compare Australian Investments