Articles by Simon Turner

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Introducing Syndicated Loans as a Yield Enhancer

FIXED INTERESTMANAGED FUNDINVESTOR EDUCATION

Wed 17 Sept 2025
Introducing Syndicated Loans as a Yield Enhancer
It’s well known that most Australian portfolios are overweight equities to the detriment of their debt exposure. It’s easy to understand why. Local and global equities have performed strongly over the long term, and particularly since the pandemic selloff. It’s also easier for most investors to understand equities than debt.
Asset Allocation Secrets: The Liquidity Illusion

ASSET ALLOCATIONINVESTOR EDUCATIONMANAGED FUNDETF

Mon 15 Sept 2025
Asset Allocation Secrets: The Liquidity Illusion
Have you ever invested in a fund with the expectation that you’ll be able to sell your stake at a fair price, only to discover liquidity was non-existent when you eventually tried to sell? Welcome to the liquidity illusion, the time-worn tendency for investors to run for the exits at exactly the same moment only to discover the exit is closed.
Where the Contrarians Are Sniffing for ASX Ideas

MANAGED FUNDINVESTOR EDUCATION

Wed 10 Sept 2025
Where the Contrarians Are Sniffing for ASX Ideas
Contrarian investing is the discipline of seeking value where others refuse to look. Most investors endorse it in theory, yet few have the nerve to put it into practice. After all, human instinct favours the comfort of the herd. But history shows that contrarian investors often earn superior risk-adjusted returns. Warren Buffett’s maxim about being greedy when others are fearful may be over-quoted, but its truth endures.
If the Australian Mortgage Fund Sector Were to Follow the Example Set in the US

MANAGED FUNDFIXED INTERESTINVESTOR EDUCATION

Mon 8 Sept 2025
If the Australian Mortgage Fund Sector Were to Follow the Example Set in the US
The Australian mortgage fund sector has grown to become an important bridge between investor capital and property lending. While the sector remains comparatively young, its recent trajectory invites a compelling question: what if the sector were to follow the path carved out by the more mature US market? The answer may provide valuable insight into the opportunities and risks that lie ahead…
How Commercial Property Revaluations Are Redefining the Mortgage Fund Outlook

MANAGED FUNDINVESTOR EDUCATION

Wed 3 Sept 2025
How Commercial Property Revaluations Are Redefining the Mortgage Fund Outlook
There’s good news to report: the recent resetting of Australian commercial property valuations has quietly redrawn the mortgage fund landscape.
Bond Markets Are Celebrating the Death of TINA

FIXED INTERESTMANAGED FUNDETFINVESTOR EDUCATION

Mon 1 Sept 2025
Bond Markets Are Celebrating the Death of TINA
Global bond markets are far from boring in 2025. The death of the ‘TINA’ era (‘There is No Alternative’ to Equities) is resulting in surging bond demand from institutional and superannuation investors, while the supply of primary local issuance is under strain.
8 Money-Making Strategies in the Recovering Commercial Property Market

PROPERTYMANAGED FUNDINVESTOR EDUCATION

Wed 27 Aug 2025
8 Money-Making Strategies in the Recovering Commercial Property Market
Australia’s commercial property sector is in the midst of transformation. Long gone are the times when the hottest markets were congregated in the country’s most populated city centres. Regional hubs like Wollongong, Newcastle, Ipswich, and the Sunshine Coast have emerged as major post-pandemic winners.
Australia’s Economic Slide And How to Respond

MACROINVESTOR EDUCATIONMANAGED FUNDETF

Mon 25 Aug 2025
Australia’s Economic Slide And How to Respond
There’s some sobering news to report. Despite being one of the world’s richest nations in personal wealth terms, Australia has slipped to 105th out of 145 countries in Harvard University’s Economic Complexity Index (ECI)
Make The Efficient Frontier Your Portfolio’s North Star

INVESTOR EDUCATIONMANAGED FUNDETF

Wed 20 Aug 2025
Make The Efficient Frontier Your Portfolio’s North Star
Are you aiming for the type of enduring wealth accumulation that’s built upon optimising your long-term, risk-adjusted returns?
How the US Tech Capex Boom Could Play Out

INVESTMENT THEMESMANAGED FUNDETF

Mon 18 Aug 2025
How the US Tech Capex Boom Could Play Out
Tired of hearing about AI being the main investment game in town? That’s understandable. Since ChatGPT’s launch in 2022, the market has been somewhat obsessed with all things AI.
How to Tap into Asia’s Superior Growth Prospects Without Taking on Unnecessary Risk

INVESTMENT THEMESMANAGED FUNDETF

Wed 13 Aug 2025
How to Tap into Asia’s Superior Growth Prospects Without Taking on Unnecessary Risk
While most Western economies are growing at a modest rate, Asia stands out in a global context for its superior structural economic growth drivers. For Australian investors, the region offers both opportunity and complexity, especially when balancing the potentially strong returns with the region’s unique risks…
The ChatGPT Effect & What Australian Investors Should Do About It

INVESTOR EDUCATIONMANAGED FUNDETF

Mon 11 Aug 2025
The ChatGPT Effect & What Australian Investors Should Do About It
When Bank of America CEO Brian Moynihan proudly declared he’d slashed his company’s workforce by nearly 90,000 over the past fifteen years and that he wasn’t done yet, he wasn’t just reflecting on a company-specific trend. He was eluding to a structural shift unfolding across the global economy.

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Articles by Simon Turner - InvestmentMarkets | Find & Compare Australian Investments