Articles by Simon Turner

Elon Musk Says Money Won’t Matter By 2036. Investors Can Win Either Way

You may have read that Elon Musk believes money will be worthless within ten years. Speaking recently to The Economist at Tesla’s Texas Gigafactory, the richest man in history argued that robots and AI will soon produce more than humans can possibly consume, rendering money irrelevant.

Macro Investor Education ETF Managed Fund

7 Sept 2026

· Simon Turner

· 6 MIN READ

The Bigger Picture - September 2026

A personal question for you: in all honesty, how often do you check your portfolio?

Investment Themes Macro Investor Education

6 Sept 2026

· Simon Turner

· 7 MIN READ

Hard Truths: How Often Should You Check Your Portfolio?

A large and expanding portion of investors know their portfolio value to the dollar on any given day, yet they can’t tell you what their asset allocation is.

Investor Education

6 Sept 2026

· Simon Turner

· 7 MIN READ

The Great Uranium Deficit: A Shortage the Market Has Stopped Paying For

Uranium has become a rare commodity where almost everyone agrees on its direction and almost nobody agrees on the optimal timing.

Commodities Investment Themes ETF Investor Education

2 Sept 2026

· Simon Turner

· 7 MIN READ

Wealthy, Healthy & Booked Out: Investment Implications of the Boomer Travel Boom

Older Australians, like their counterparts in most developed markets, are travelling more often, staying longer and spending more when they arrive. It’s one of the more visible investment themes in the world today.

Investment Themes Macro Managed Fund

31 Aug 2026

· Simon Turner

· 6 MIN READ

When Investing Turns into Gambling: The Psychological Toll of Short-Term Trading

A US study has found that almost two thirds of young men who trade daily describe themselves as failures, a rate nearly identical to that of daily gamblers.

Investor Education Shares

26 Aug 2026

· Simon Turner

· 7 MIN READ

Emerging markets are the cheapest they’ve been in decades. Is this an opportunity or a warning?

Emerging markets (EM) equities are trading at less than half the valuation of their US counterparts, the widest gap in at least twenty years.

Macro Asset Allocation Investment Themes Managed Fund

24 Aug 2026

· Simon Turner

· 7 MIN READ

The Risks Hiding in Plain Sight: Five Left-Field Threats That Could Surprise Markets

Most investors are currently focused on the AI trade and the Fed since these are the main consensual drivers of global markets.

Macro ETF All

19 Aug 2026

· Simon Turner

· 10 MIN READ

The Alternatives Showdown: Gold Bullion vs Gold Miners vs Bitcoin. Which ETF Actually Provides Portfolio Protection?

Central banks can’t buy gold fast enough, while gold miners are recovering after a dramatic selloff and Bitcoin, the asset previously regarded as digital gold, is having a miserable year.

ETF Commodities Alternative Investment

17 Aug 2026

· Simon Turner

· 9 MIN READ

Strange Times Afoot in Global Oil Markets

Oil has swung from a war premium to ceasefire calm to renewed conflict and back again in the space of five months, wrong-footing forecasters at every turn. Understanding what’s driving the chaos arguably matters more than picking a side on where the oil price goes next.

Investor Education Mining, Resources & Energy

11 Aug 2026

· Simon Turner

· 6 MIN READ

Know Thyself: The Hardest Investment Skill to Master

Ask most investors what determines their long-term returns and they’ll most likely talk about their asset allocation, the way they select their fund managers or their track records at getting macro calls right.

Investor Education Managed Fund ETF

10 Aug 2026

· Simon Turner

· 7 MIN READ

Being bearish sounds smart. Being bullish tends to pay. Here’s the evidence.

Markets have never lacked reasons to worry. There’s generally a long list of macro risks and challenges that need to be navigated. Yet the data on which investors succeed tells a clear story: cautious optimism has consistently outperformed pessimism.

Macro Investor Education Asset Allocation

5 Aug 2026

· Simon Turner

· 6 MIN READ

Articles by Simon Turner

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