Articles by Simon Turner

A year ago, the US equities story was the about the only investment game in town. How things have changed since the US tariffs were announced and the ‘Trump Dump’ began.

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…

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.

As global markets swing between optimism and uncertainty like a pendulum, investors are increasingly on the lookout for alternative ways to fortify their portfolios.

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…

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.

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 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.

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.

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.

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…

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…