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Investor Education · ETF · 5 MIN READ

The ETF Innovation Cycle: Why the Next Hot Fund May Warrant Caution

We all know the long list of benefits of investing in ETFs, but the passive fund boom has reached the stage where narratives can sometimes reign supreme. The risk is that the recent wave of ETF launches, particularly in thematic, single-stock, options-enhanced, and actively managed strategies, is partially shaped by investor demand for exposure to recent winners rather than enduring sources of return.

Simon Turner - Head of Content (CFA)
Simon TurnerHead of Content (CFA)
13 May 2026

The Bigger Picture - May 2026

April confirmed what markets had begun to suspect: the global macro backdrop has changed. Higher geopolitical risk is now structurally entrenched. Markets have quickly adjusted to this unfortunate new reality across all asset classes. Geopolitical risk has reasserted itself as a primary driver of energy prices, inflation expectations, and capital flows. Investors still anchored to the old world of low inflation, cheap money, and frictionless globalisation risk being structurally mispositioned.

Investor EducationMacroInvestment Themes
3 May 2026
 · Simon Turner
 · 5 MIN READ

The Bigger Picture - May 2026

April confirmed what markets had begun to suspect: the global macro backdrop has changed. Higher geopolitical risk is now structurally entrenched. Markets have quickly adjusted to this unfortunate new reality across all asset classes. Geopolitical risk has reasserted itself as a primary driver of energy prices, inflation expectations, and capital flows. Investors still anchored to the old world of low inflation, cheap money, and frictionless globalisation risk being structurally mispositioned.

Investor EducationMacroInvestment Themes
3 May 2026
 · Simon Turner
 · 5 MIN READ

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What the great wealth transfer means for markets

The baby boomers have long been recognised as the wealthiest generation ever. But as per the famous expression, you can’t take it with you. With baby boomers’ ages ranging from fifty-nine to seventy-seven, there’s no escaping the fact we’re close to witnessing a passing of their wealth to the next generation. Given the extent of this impending wealth transfer, the investment implications of this thematic are worth being aware of.

Investor EducationInvestment ThemesProperty
21 Sept 2023
 · Simon Turner
 · 5 MIN READ

Why ethical management teams are the best kind

Most successful investors will testify to the fact that selecting outperforming stocks is as much about identifying high quality management teams as it is about analysing the numbers, arguably more so. With outperformance in mind, one of the leading indicators of a high quality management team is their ethics. It’s an area worthy of investor attention.

ESGInvestment ThemesInvestor Education
1 Sept 2023
 · Simon Turner
 · 5 MIN READ

Why lithium gets investors’ hearts racing

It won’t have escaped most investors’ attention that lithium continues to reign supreme as the market’s hottest commodity. Lithium stocks such as Pilbara Minerals (ASX:PLS) and Allkem (ASX:AKE) are once again amongst the strongest performers on the ASX year to date. As with all investment themes, it’s worth delving deeper than the lithium headlines and associated stock outperformance to understand the longer term investment case.

CommoditiesInvestor EducationInvestment Themes
14 July 2023
 · Simon Turner
 · 5 MIN READ

Apple’s fintech play gets bigger

Apple's high-yield savings account racked up almost $1 billion in deposits within four days of its launch in April. The 4.15 per cent annual yield with no minimum balance requirement is undoubtedly a draw for its more than 2 billion users, but what is truly noteworthy is the overwhelming response at a time of growing distrust in the banking sector.

FintechSharesInvestment Themes
18 May 2023
 · Ankita Rai
 · 4 MIN READ

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