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Don’t Drink Too Much of the Kool-Aid as Market Speculation Hits an Extreme

Something is in the air across global investment markets of late. It’s hard to mistake the smell: greed. Global stock markets are riding a wave of speculation not seen since the dotcom boom or the post-pandemic retail frenzy. From Wall Street to the ASX, risk appetite is back with a vengeance. So what’s a steady-handed, long-term investor to do in the face of so much speculation?

4 Aug 2025
 · 6 MIN READ

Harnessing Currency to Enhance Your Portfolio Returns

As the world adjusts to the knock-on effects of Trump’s new tariffs, currency markets are playing an increasingly pivotal role in driving portfolio outcomes. Whilst currency exposure is often an after-thought for Australian investors, it can be a powerful lever for both risk management and performance enhancement. In short, now’s the time to ensure currency is your portfolio’s friend rather than its foe…

28 July 2025
 · 6 MIN READ

Achieving true diversification with managed funds

Diversification isn’t just spreading money across assets—it means including investments that behave differently during downturns. Investors often hold shares, property and bonds. But when markets fall, many of those assets can dive together. To build a more resilient portfolio, a range of differentiated investments more commonly available through unlisted managed funds can offer distinct benefits:

24 July 2025
 · 9 MIN READ

Profiting from the Great Era of Managed Fund Fee Compression

Long gone are the days when investors would happily pay a 2% p.a. management fee + a 20% performance fee to their fund managers. Fee compression has been a major theme across both the managed fund and ETF sectors for many years now. This shift has been driven by the rise of passive investing, the democratisation of financial technology, and growing investor awareness of the long-term eroding impact of fees.

23 July 2025
 · 6 MIN READ

Smart Investing Toolbox: New InvestmentMarkets Features Make Finding the Right Funds Easier Than Ever

With more investors understanding the importance of high quality information which helps them identify the right funds and ETFs for their portfolios, the InvestmentMarkets (IM) platform is evolving. Morningstar performance data has been added to the platform for a large portion of the listed funds, while fund comparison functionality has also been added.

21 July 2025
 · 5 MIN READ

Could This Relatively Unknown Asset Class Be the Answer to the $3 Million Super Cap?

The planned new tax on super balances over $3 million has prompted many high-net-worth investors to reassess their investment strategies. With the tax rate on the affected portion of earnings set to rise to 30%, there’s a surge of interest in tax-efficient and flexible ways to build and protect wealth within an increasingly complex superannuation system.

17 July 2025
 · 5 MIN READ