Investor Education Articles

A year ago, the US equities story was the about the only investment game in town. How things have changed since the US tariffs were announced and the ‘Trump Dump’ began.

There’s an interesting trend afoot in global investment markets of late: appetite for leverage had risen to unusually high levels over the past couple of weeks. That may surprise you to hear given financial leverage tends to be best suited to more stable, predictable market conditions than we’ve witnessed of late. We investigate what it means for investors below…

A growing number of Australians are turning to self-managed super funds (SMSFs) to take greater control of their retirement savings—and for many, property sits at the heart of that strategy. According to the latest ATO figures, SMSFs held $1.02 trillion in assets at the end of the December 2024 quarter. While listed shares remain the largest allocation, direct property makes up 16.5% of total SMSF assets.

As Trump’s tariffs continue to scare global markets, investors are increasingly searching for defensive assets positioned to deliver regardless of what comes out of the American commander-in-chief’s mouth.

As global markets swing between optimism and uncertainty like a pendulum, investors are increasingly on the lookout for alternative ways to fortify their portfolios.

Fraud rarely makes the top of a portfolio review. But it should. As scammers grow increasingly sophisticated, investors across Australia are finding themselves on the front line of financial crime—often without realising it until it’s too late.

As markets wobble in the wake of President Trump’s tariffs, bonds are stepping up to the plate, providing a safe haven for investors while stocks plummet. Most bond ETFs and managed funds have started outperforming, with many reaching performance heights not seen in months.

With private credit garnering plenty of media attention lately, it’s important for investors to understand the underlying variations across this asset class. Here we discuss some key points about private credit funds and how they work, as well as some key differences between them.

Retirement today comes with more choice—and more complexity. With longer lives, rising living costs, and more personal control over income, navigating this phase takes more than just a solid super balance.

Planning and booking travel has long been a frustrating and time-consuming process. Travellers must sift through countless flight and hotel options, read reviews, juggle different booking platforms and coordinate schedules – all while trying to secure the best deals.

After our recent investor event, we sent out a survey regarding the topics investors would like to hear more about. One asset class dominated all others in the feedback: private credit. Investors were clear: the prospect of solid risk-adjusted returns without the volatility of listed markets is fuelling their interest in private credit.

Technologies ranging from electric vehicles and self-driving cars to drones and hyperloop systems are redefining how people and goods move. The implications are enormous. While these innovations promise greater efficiency, sustainability and convenience, they pose disruptive challenges to traditional transport sectors and adjacent industries. And like every major technological shift, there will be winners and losers. Investors who spot the right opportunities early stand to make the most, while those who ignore these trends will miss the bus.