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Macro · Investor Education · 10 MIN READ

The Best 12 Months for Equities Usually Starts Now: Will the US Midterm Pattern Recur?

During a news-heavy year, Americans vote in their midterm elections on Tuesday 3 November.

Simon TurnerHead of Content (CFA)

30 Oct 2026

Income Investing’s New Rulebook: How to Earn a Real Yield as Rates Keep Rising

For most of the past 15 years, income investors had to choose between near-zero returns and reaching for yield in riskier corners of the market.

Fixed Interest Macro Investor Education ETF Managed Fund Asset Allocation

28 Oct 2026

· Simon Turner

· 9 MIN READ

Six Adjustments You Can Make Right Now to Optimise Your Portfolio’s Risk-Adjusted Returns

The ground has shifted under most investors’ portfolios in recent months.

Asset Allocation Investor Education ETF Managed Fund

26 Oct 2026

· Simon Turner

· 13 MIN READ

How to Stress Test Your Portfolio Before the Next Market Shock

A portfolio stress test applies past market shocks, such as the Global Financial Crisis (GFC), to your current asset allocation to estimate how much your portfolio could fall. It is a simple way to check whether your strategy, diversification and cash buffer would hold up in a downturn.

Investor Education Asset Allocation

22 Oct 2026

· Sara Allen

· 8 MIN READ

Income Investing’s New Rulebook: How to Earn a Real Yield as Rates Keep Rising

For most of the past 15 years, income investors had to choose between near-zero returns and reaching for yield in riskier corners of the market.

Fixed Interest Macro Investor Education ETF Managed Fund Asset Allocation

28 Oct 2026

· Simon Turner

· 9 MIN READ

Six Adjustments You Can Make Right Now to Optimise Your Portfolio’s Risk-Adjusted Returns

The ground has shifted under most investors’ portfolios in recent months.

Asset Allocation Investor Education ETF Managed Fund

26 Oct 2026

· Simon Turner

· 13 MIN READ

How to Stress Test Your Portfolio Before the Next Market Shock

Investor Education Asset Allocation

22 Oct 2026

· Sara Allen

· 8 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

How Commercial Property Investors Can Still Earn Solid Returns in a Higher-Rate Environment

Higher rates have historically spelt bad news for commercial property investors. With the RBA recently raising rates for the fourth time this year and 10-year government bond yields climbing to 5.4%, rising rates are indeed the main theme at play in this space.

Property Investor Education

21 Oct 2026

· Simon Turner

· 8 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.

Technology ETF Investment Themes Investor Education

19 Oct 2026

· Simon Turner

· 11 MIN READ

How to Invest Domestically & Thrive Despite the Tough Australian Economy

High inflation, rising interest rates, falling house prices and high oil prices are hardly a promising sign for the Australian economy.

Managed Fund ETF Investor Education

15 Oct 2026

· Sara Allen

· 8 MIN READ

Is Stock Investing Dead? Why Most Stock Pickers Can’t Beat ETFs

Most of us have seen ourselves as stock pickers extraordinaire at some point in our investing journeys. The idea of investing in stocks is exciting, seductive even. After all, all you need to do is press buy and sell online and you could make yourself a fortune.

ETF Investor Education

14 Oct 2026

· Simon Turner

· 9 MIN READ

6 ETF Secrets the Super-Rich Use to Their Advantage

Australia’s ETF industry is on fire.

ETF Investor Education

12 Oct 2026

· Simon Turner

· 8 MIN READ

The Lipstick Effect & How to Access it as an Investor

If you’ve ever treated yourself to small luxuries when feeling the financial pinch, you might just be part of ‘the lipstick effect’ – and it can apply to both men and women.

Retail, Consumer Products & Food Investor Education

8 Oct 2026

· Sara Allen

· 7 MIN READ

Is This 1973 Again? Your Stagflation Survival Guide at a Time When It May Be Needed

October 2026 is a very different world in global markets to that of 2025. Brent crude is knocking on US$100 a barrel.

Macro Asset Allocation Commodities ETF Managed Fund Investor Education

7 Oct 2026

· Simon Turner

· 8 MIN READ

What Happened to Shares When the US 10-Year Treasury Yield Hit 5% in the Past?

Global bond markets are imploding. The yield on the US 10-year Treasury recently hit 5%, its highest level since 2007.

Macro ETF Managed Fund Investor Education

5 Oct 2026

· Simon Turner

· 9 MIN READ

The Bigger Picture - October 2026

They say that history doesn’t repeat itself, but it does tend to rhyme.

Macro Investor Education

4 Oct 2026

· Simon Turner

· 7 MIN READ

The Rate Hikes Keep Coming: Should You Pay Down Your Mortgage or Keep Investing?

The RBA’s war against inflation continues unabated.

Investor Education Macro Asset Allocation ETF Managed Fund

2 Oct 2026

· Simon Turner

· 8 MIN READ

Equal-Weight ETFs: A Simple Fix for Market Concentration

If you took a closer look at your portfolio today, there’s a fair chance you have a high concentration globally in tech stocks – specifically the Magnificent Seven – and domestically in banks and miners.

ETF Investor Education

1 Oct 2026

· Sara Allen

· 6 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

Income beyond yield | Conviction Capital | Episode 4

This episode of Conviction Capital features former CBA CEO and ex-Future Fund chairman David Murray and Hamilton 12 Managing Director Richard McDougall as they discuss where investors should look for income, from private and trade credit through to franked dividends from Australian shares.

Asset Allocation Banking & Financial Services Fixed Interest Private Assets Equities Shares Macro Expert Perspectives Investor Education

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Venture Capital Unlocked: What Every Investor Needs to Know | Conviction Capital | Episode 2

24:46

25 May 2026

Venture Capital Unlocked: What Every Investor Needs to Know | Conviction Capital | Episode 2

This episode of Conviction Capital features Mark Esterhuizen from Aura Ventures and Adrian Bunter from Sydney Angels as they discuss Australia's fast-growing venture capital (VC) market with host Juliette Saly.

US Markets in 2026 - Risks and Opportunities

Michael McCarthy, CEO of Moomoo ANZ and keynote speaker in the March Investor Webinar ‘Finding Value in Volatility’, delivers a compelling deep dive into the risks shaping US markets in 2026.

Investor Education

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