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Technology · ETF · 11 MIN READ

Is The AI Capex Boom Heading For Bust Street? What 180 Years Of Manias Suggest

This year, four American mega caps will spend US$730 billion on capex, most of it building out their AI infrastructure.

Simon TurnerHead of Content (CFA)

19 Oct 2026

Beyond the Magnificent Seven: Turning Schroders’ Equity Lens into a Money-Making Strategy

Australian investors have spent three years facing an expensive global equity market, and a local one too concentrated in banks and miners to share fully in the technology boom.

Macro Investment Themes Investor Education ETF Managed Fund

30 Sept 2026

· Simon Turner

· 9 MIN READ

The Anthropic IPO: What the Largest Listing in History Means for Global Portfolios

Within a month or so, what may be the largest listing in stock market history is expected to list on the Nasdaq. Anthropic, the company behind the Claude family of AI models, is heading for public markets at a valuation up to US$2 trillion.

Technology Investment Themes Investor Education ETF

14 Sept 2026

· Simon Turner

· 11 MIN READ

Few Investors Really Understand Inflation. Here’s What It Means

Inflation remains one of the more important investment inputs investors need to get their heads around. It truly influences what you should own if you’re aiming to outperform.

Macro Investment Themes Investor Education

9 Sept 2026

· Simon Turner

· 12 MIN READ

Beyond the Magnificent Seven: Turning Schroders’ Equity Lens into a Money-Making Strategy

Australian investors have spent three years facing an expensive global equity market, and a local one too concentrated in banks and miners to share fully in the technology boom.

Macro Investment Themes Investor Education ETF Managed Fund

30 Sept 2026

· Simon Turner

· 9 MIN READ

The Anthropic IPO: What the Largest Listing in History Means for Global Portfolios

Technology Investment Themes Investor Education ETF

14 Sept 2026

· Simon Turner

· 11 MIN READ

Few Investors Really Understand Inflation. Here’s What It Means

Inflation remains one of the more important investment inputs investors need to get their heads around. It truly influences what you should own if you’re aiming to outperform.

Macro Investment Themes Investor Education

9 Sept 2026

· Simon Turner

· 12 MIN READ

Explore 100's of investment opportunities and find your next hidden gem!

Search and compare a purposely broad range of investments and connect directly with product issuers.

Explore Investments

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.

Infrastructure Managed Fund Investment Themes Investor Education

3 Nov 2025

· Simon Turner

· 6 MIN READ

Beyond the Search box: what is the future of Search in the age of AI?

For two decades, the search box has been the undisputed gateway to the internet. But this familiar landscape is undergoing a transformational change, driven by the rapid emergence of Generative AI (GenAI).

Technology Investment Themes Investor Education

31 Oct 2025

· Magellan Global team

· 5 MIN READ

ETF Flows Tell The Story: Where Australian Money is Moving in 2025

In a year where headlines have been dominated by tariffs, geopolitical activity and the ongoing AI boom – and there are queues for gold bullion snaking down Martin Place – it’s unsurprising that investors are following the money and using ETFs for swift access.

ETF Investment Themes Investor Education

24 Oct 2025

· Sara Allen

· 9 MIN READ

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.

Investor Education Investment Themes Macro ETF

22 Oct 2025

· Simon Turner

· 6 MIN READ

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.

ESG Investment Themes Managed Fund ETF

15 Oct 2025

· Simon Turner

· 8 MIN READ

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.

Investment Themes Macro Asset Allocation Managed Fund

8 Oct 2025

· Simon Turner

· 7 MIN READ

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.

Asset Allocation Macro Investment Themes Investor Education

30 Sept 2025

· Simon Turner

· 7 MIN READ

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.

Investment Themes Managed Fund ETF

18 Aug 2025

· Simon Turner

· 7 MIN READ

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…

Investment Themes Managed Fund ETF

13 Aug 2025

· Simon Turner

· 6 MIN READ

The ‘Never Been Better’ Emerging Markets Opportunity

According to VanEck’s Eric Fine, the emerging markets (EM) opportunity has ‘never been better’. Those are strong words worthy of delving deeper.

Managed Fund ETF Investment Themes Investor Education

16 July 2025

· Simon Turner

· 6 MIN READ

Are You a Victim of Home Market Bias?

One of the more common and financially painful biases to be aware of is home market bias. It’s a major issue for Australian investors.

Investment Themes Managed Fund ETF Investor Education

18 June 2025

· Simon Turner

· 6 MIN READ

Don’t Overlook Small Caps After Twelve Years of Underperformance

Small cap stocks have long been the hunting ground of discerning investors seeking outperformance through the market inefficiencies that exist in this less-followed corner of the market.

Investment Themes Managed Fund Investor Education

16 June 2025

· Simon Turner

· 5 MIN READ

AI Megatrend; Blessing or Bubble?

Investors have become noticeably worried about equity markets’ valuations, in particular for companies linked to the AI megatrend. There’s plenty of doom and gloom going around, but are these concerns justified? Rudi Filapek-Vandyck, Editor & Founder of FNArena gives us his views.

Investor Education Shares Investment Themes

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Childcare: The Emerging Asset Class in Australian Commercial Property

11:52

26 Nov 2025

Childcare: The Emerging Asset Class in Australian Commercial Property

In a crowded investment landscape where residential is overheated, commercial offices face structural decline, and retail battles e-commerce disruption, where can investors find stable yield with genuine growth potential? Discover why Australia's essential childcare infrastructure, backed by more than A$12bn in government subsidies and driven by unstoppable demographic forces—represents a fragmented, undersupplied market ripe for data-driven investment. Mike Cameron, Commercial Director at Jarra explains how Jarra's systematic approach identifies the precise locations where demand far exceeds supply.

Property Private Assets Alternative Investment Investment Themes

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The Calm in the Storm: Finding Growth in Disruption

16:51

26 Nov 2025

The Calm in the Storm: Finding Growth in Disruption

Ben McVicar, Co-Head of Infrastructure and Portfolio Manager at Magellan Investment Partners explain that as powerful forces like AI and renewable energy reshape the global economy, infrastructure stands at the centre—providing stability while capturing transformative growth. From data networks to energy systems, these essential assets are driving productivity and decarbonisation alike, offering investors defensive growth in a world defined by secular innovation and structural change.

Investment Themes Alternative Investment ESG

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