Articles by Sara Allen

How to Stress Test Your Portfolio Before the Next Market Shock

A portfolio stress test applies past market shocks, such as the Global Financial Crisis (GFC), to your current asset allocation to estimate how much your portfolio could fall. It is a simple way to check whether your strategy, diversification and cash buffer would hold up in a downturn.

Investor Education Asset Allocation

22 Oct 2026

· Sara Allen

· 8 MIN READ

How to Invest Domestically & Thrive Despite the Tough Australian Economy

High inflation, rising interest rates, falling house prices and high oil prices are hardly a promising sign for the Australian economy.

Managed Fund ETF Investor Education

15 Oct 2026

· Sara Allen

· 8 MIN READ

The Lipstick Effect & How to Access it as an Investor

If you’ve ever treated yourself to small luxuries when feeling the financial pinch, you might just be part of ‘the lipstick effect’ – and it can apply to both men and women.

Retail, Consumer Products & Food Investor Education

8 Oct 2026

· Sara Allen

· 7 MIN READ

Equal-Weight ETFs: A Simple Fix for Market Concentration

If you took a closer look at your portfolio today, there’s a fair chance you have a high concentration globally in tech stocks – specifically the Magnificent Seven – and domestically in banks and miners.

ETF Investor Education

1 Oct 2026

· Sara Allen

· 6 MIN READ

Meet the ETF Market Maker

For the everyday investor, the mechanics of buying or selling units in an ETF are pretty simple. Click to buy, click to sell. It happens almost instantly.

ETF Investor Education

24 Sept 2026

· Sara Allen

· 6 MIN READ

Smart beta without the marketing spin

If you’ve heard the phrases ‘best of both worlds’, ‘smart indexing’ or ‘intelligent exposure’ in relation to an ETF, it’s highly likely that the ETF uses a smart beta approach to investing.

ETF Investor Education

17 Sept 2026

· Sara Allen

· 8 MIN READ

Australia’s Booming ETF Landscape

The growth of the Australian ETF market in only a decade is quite staggering. Standing at $370.8bn in funds under management today, the market is nearly 16x larger compared to ten years ago. The market is widely tipped to hit $400bn by the end of 2026, after seeing record inflows in the first half of the year. With no sign of slowdown, where are Australians investing and where next for the market?

Whitepapers

14 Sept 2026

· Sara Allen

· 15 MIN READ

What Happens When an ETF Closes?

If you’ve lost money trading shares when a company has gone bust, you might feel a drop in the stomach on the news that an ETF is closing. It’s far from the same experience and a different process entirely. The most important thing to remember is that you don’t lose your investment when an ETF closes – it is about the closure of the vehicle.

ETF Investor Education

11 Sept 2026

· Sara Allen

· 8 MIN READ

ETF Liquidity: Why the Screen Can Mislead You

Trading in an instant, a tap on a screen. One of the biggest appeals of using an ETF is the idea of its liquidity. But is your ETF as liquid as you think?

ETF Investor Education

3 Sept 2026

· Sara Allen

· 8 MIN READ

Taking Ownership & Funding Your Values: The Celebrity School of Wealth Management

If there are two names you may not have expected to see in financial media, Dolly Parton and Tim Curry might be it – but they should be.

Investor Education

1 Sept 2026

· Sara Allen

· 7 MIN READ

The ‘Hidden Index Hugger’ Test: Is Your Active Fund Really Doing Anything Different?

Choosing active means you have the goal of outperforming the market in some form. Perhaps it is about achieving higher income. Perhaps higher overall growth. Or it might be about lower volatility to ensure stability of returns. All this typically comes at a higher cost, but are you getting what you are paying for or have you invested in an index-hugger with a good marketing package?

Investor Education Managed Fund

27 Aug 2026

· Sara Allen

· 7 MIN READ

The Real Cost of an ETF is Not the Management Fee

If you were to look through your portfolio, would you know what each of your ETFs was costing you?

ETF Investor Education

20 Aug 2026

· Sara Allen

· 6 MIN READ

Articles by Sara Allen

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