Articles by Simon Turner

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Wired for Growth: How Infrastructure Became the Backbone of the AI Economy

INFRASTRUCTUREMANAGED FUNDINVESTMENT THEMESINVESTOR EDUCATION

Mon 3 Nov 2025
Wired for Growth: How Infrastructure Became the Backbone of the AI Economy
With markets looking frothy, demand for defensive investments is rising. Global listed infrastructure is arguably one of the more compelling opportunities fit for these times. Not because it’s flashy or in vogue, but because data-networks, electricity grids, toll-roads and communication towers underpin the digital economy and the decarbonisation of global economy.
Beyond Cap Rates: The New Metrics That Matter for Property Fund Investors

PROPERTYINVESTOR EDUCATION

Fri 31 Oct 2025
Beyond Cap Rates: The New Metrics That Matter for Property Fund Investors
Commercial property investors used to be fixated on one number. For half a century, the cap rate was the North Star of commercial property investing, the single figure believed to capture risk, return and value. On that basis, the picture below used to tell the main story of the various commercial property sectors.
Why Childcare Infrastructure is So Defensive

PROPERTYINVESTOR EDUCATION

Wed 29 Oct 2025
Why Childcare Infrastructure is So Defensive
Most investors think of healthcare property as the pinnacle of the commercial property defensiveness. But there’s another essential service property which is on the rise in defensive allocations, and for good reason: childcare infrastructure.
How the Rise of Day Trading is Rewiring the Market’s Structure

INVESTOR EDUCATIONINVESTMENT THEMESMACROETF

Wed 22 Oct 2025
How the Rise of Day Trading is Rewiring the Market’s Structure
You may have come across the unique breed of individual known as a day trader in your travels. Their numbers have been on the rise for some time now, so much so that they’re reshaping the very architecture of markets along with the notion of price discovery. What was once the province of nimble derivatives players is now having systemic ramifications across global equity markets.
Asset Allocation Secrets: The Thing with Risk

ASSET ALLOCATIONINVESTOR EDUCATIONMANAGED FUNDETF

Mon 20 Oct 2025
Asset Allocation Secrets: The Thing with Risk
When you were attracted to the exciting world of investing, risk management probably wasn’t a primary drawcard. Worrying about all the things that could go wrong is at odds with the reasons most independent investors enjoy investing. Yet, the truth is it’s hard to succeed long term as an investor without mastering risk. So maybe it’s high time you turned this less-than-sexy skillset into an investment superpower.
Asset Allocation Secrets: What Australia’s New Climate Goal Means for Investors

ESGINVESTMENT THEMESMANAGED FUNDETF

Wed 15 Oct 2025
Asset Allocation Secrets: What Australia’s New Climate Goal Means for Investors
Whether or not you’re focused on the environmental implications of climate change, it’s a significant investment theme that’s here to stay.
The Canary in the Private Credit Coalmine

PRIVATE ASSETSFIXED INTERESTMANAGED FUND

Mon 13 Oct 2025
The Canary in the Private Credit Coalmine
Savvy investors are always on the lookout for the proverbial canary in the coalmine, particularly when markets keep hitting all-time highs with seemingly unstoppable momentum.
Asset Allocation Secrets: How to Solve a Problem Like China

INVESTMENT THEMESMACROASSET ALLOCATIONMANAGED FUND

Wed 8 Oct 2025
Asset Allocation Secrets: How to Solve a Problem Like China
When Beijing throttled exports of rare-earth magnets in April 2025, carmakers from Detroit to Wolfsburg panicked. Production lines halted. Procurement experts scrambled for stock. What looked like a trade tiff was, in fact, the visible edge of a very deliberate strategy, one that has been unfolding quietly for nearly a decade.
Riding the Liquidity Wave Without Wiping Out

MACROINVESTOR EDUCATIONMANAGED FUNDETF

Tue 7 Oct 2025
Riding the Liquidity Wave Without Wiping Out
If you’ve noticed a change in the way markets have been functioning in recent years, you’re not wrong. The exponential growth of U.S. money supply, fuelled by decades of deregulation, cheap debt, and increasingly aggressive central bank stimulus has arguably changed the very nature of investing.
Asset Allocation Secrets: The Impact of Shifting Demographics

ASSET ALLOCATIONMACROINVESTMENT THEMESINVESTOR EDUCATION

Tue 30 Sept 2025
Asset Allocation Secrets: The Impact of Shifting Demographics
Most investors think about demographics as a slow-moving structural force which is useful information, but doesn’t affect short term investment performance. However, over the next decade and beyond, demographics are likely to become a more prominent investment theme.
What If the ASX Loses its Monopoly Status

INVESTOR EDUCATION

Mon 29 Sept 2025
What If the ASX Loses its Monopoly Status
You may have heard that ASIC is in the final stages of potentially allowing a competing stock exchange into the Australian market, long monopolised by the ASX. The potential new entrant is Cboe Australia, the Australian arm of Cboe Global Markets, a Chicago-based financial trading group. If they do enter the market, it spells change and opportunity for investors…
The Ever-Widening U.S. Wealth Gap & Its Global Ripple Effects

MACROINVESTOR EDUCATIONMANAGED FUND

Wed 24 Sept 2025
The Ever-Widening U.S. Wealth Gap & Its Global Ripple Effects
Ready to be shocked? The bottom half of American households, some 65 million families, now own just 2.5% of total U.S. wealth. And at the other end of the spectrum, the top 1% controls wealth that outstrips the bottom 50% by more than $US40 trillion.

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