Search educational content to inspire your investment journey
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AI has quickly established an integral role in fund managers’ investment processes. For most, it has already become an integral part of their investing machinery. Fund managers are using it to read more, screen faster, test risks earlier and monitor their portfolios across larger pools of data.
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If you’re a fund and/or ETF investor, you’ll be familiar with fund factsheets. These fund summaries are designed to inform investors, but it’s also well-known that marketing teams often use them to present their funds attractively.
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Just when you thought the Trump administration had surprised investors into a state of expecting anything, they went and restricted foreign access to Anthropic’s advanced AI models due to national security concerns. Whilst those restrictions were later lifted, the incident highlighted how trigger-happy the US Government has become when it comes to interpreting what’s in the country’s national interests, including across the free markets the US used to advocate for.
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Technology has made investing easier than ever. Australian investors can now buy shares, compare ETFs, research managed funds, watch market videos, read fund updates and place trades from their mobiles.
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Sustainable investing has been through plenty of challenges of late. After a string of political and social backlashes, the return of a US president who appears to be opposed to creating a more sustainable future, a rise in greenwashing cases and a challenging period of relative performance, sustainable investing has become more demanding and, arguably, more useful.
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Australia’s GDP rose 0.3% in the March quarter and 2.5% over the year. While that’s not recessionary, it’s hardly exuberant and was once again negative in per capita terms. The main headwinds are subdued household and government consumption, while adverse weather hampered mining production and exports. On a more positive note, there’s been a lift in business investment linked to data centre machinery and equipment.
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There’s a lot going on right now in financial markets.
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The Federal Reserve has a new chairman in position. Kevin Warsh recently chaired his first meeting and the message was clear: global markets need to get used to less hand-holding looking forward.
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The SpaceX IPO may go down as one of the defining market events of the decade. Not simply because of its size, or its role in catapulting Elon Musk into the world’s first trillionaire. And not even because it’s trading at a somewhat shocking 2026 EV/EBITDA ratio of 222x.
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Underperformance by an actively managed fund in your portfolio is uncomfortable, but it’s not always a sell signal. Because context matters. Whether a fund is temporarily out of favour, structurally flawed, too expensive, or no longer fit for your portfolio should change your response to underperformance.
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First the bad news: many Australians in their 20s and 30s feel they are already late to investing. Property prices seem out-of-reach, the cost-of-living pressure is real, and social media can make everyone else’s financial life appear rosier than it really is. For many, the right pathway forward can feel out-of-reach.
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Australia’s 2026-27 Federal Budget has dramatically changed the tax conversation in ways few budgets have. In particular, the Government’s plan to replace the 50% CGT discount with cost-base indexation and a 30% minimum tax rate from 1st July 2027 has massive investment implications.