Investor Education Articles

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Smart beta without the marketing spin

If you’ve heard the phrases ‘best of both worlds’, ‘smart indexing’ or ‘intelligent exposure’ in relation to an ETF, it’s highly likely that the ETF uses a smart beta approach to investing.

Sara Allen

17 Sept 2026

Taiwan, TSMC & the Kill Switch: The Unthinkable Risk Global Markets Struggle to Price

Markets recently had an accelerated lesson in what happens when an important chokepoint for the global economy closes.

Macro Technology Investor Education ETF

16 Sept 2026

· Simon Turner

· 12 MIN READ

Why Is Private Credit Growing So Rapidly in Australia?

Private Credit has grown into a major part of Australia's lending market. Building on our previous discussion about manager quality, this article explores what ASIC's surveillance found and the risks investors should weigh.

Investor Education

15 Sept 2026

· Walliam Nguyen

· 7 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

Taiwan, TSMC & the Kill Switch: The Unthinkable Risk Global Markets Struggle to Price

Markets recently had an accelerated lesson in what happens when an important chokepoint for the global economy closes.

Macro Technology Investor Education ETF

16 Sept 2026

· Simon Turner

· 12 MIN READ

Why Is Private Credit Growing So Rapidly in Australia?

Investor Education

15 Sept 2026

· Walliam Nguyen

· 7 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

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

Trusts vs Bonds: Which Structure Makes Sense After the $3m Cap?

For years, the rule of thumb in retirement planning was simple. Put as much as you can into a super fund.

Investor Education

25 Sept 2025

· Ankita Rai

· 6 MIN READ

The Ever-Widening U.S. Wealth Gap & Its Global Ripple Effects

Ready to be shocked? The bottom half of American households, some 65 million families, now own just 2.5% of total U.S. wealth. And at the other end of the spectrum, the top 1% controls wealth that outstrips the bottom 50% by more than $US40 trillion.

Macro Investor Education Managed Fund

24 Sept 2025

· Simon Turner

· 5 MIN READ

Asset Allocation Secrets: Navigating Clear & Present Geopolitical Danger

If you follow the news, the world is probably feeling mighty unsafe right now, with geopolitical risks dominating the headlines. Of course, the media thrives on amplifying fear, so for investors the real question isn’t whether the news headlines are dramatic. That’s always the case. It’s whether the real geopolitical risks are material, and how they might affect investors’ portfolios looking forward.

Macro Asset Allocation Investor Education

22 Sept 2025

· Simon Turner

· 8 MIN READ

The ASIC crystal ball: Potential private credit risk areas of concern

The Australian private credit market has grown rapidly in recent years. Once considered a niche investment strategy, it has become mainstream, attracting capital from a range of sources seeking yield in a low-rate world.

Private Assets Managed Fund Investor Education

22 Sept 2025

· Patrick William

· 6 MIN READ

Longevity: The Underestimated Risk Retirees Can’t Afford to Ignore

When we picture retirement, most of us already have a rough idea of what’s in our toolkit. How much super do I have? What’s my home or investment property worth? What’s the value of my shares and savings? Will I qualify for the Age Pension? And so on.

Investor Education

18 Sept 2025

· Ankita Rai

· 8 MIN READ

Introducing Syndicated Loans as a Yield Enhancer

It’s well known that most Australian portfolios are overweight equities to the detriment of their debt exposure. It’s easy to understand why. Local and global equities have performed strongly over the long term, and particularly since the pandemic selloff. It’s also easier for most investors to understand equities than debt.

Fixed Interest Managed Fund Investor Education

17 Sept 2025

· Simon Turner

· 6 MIN READ

Asset Allocation Secrets: The Liquidity Illusion

Have you ever invested in a fund with the expectation that you’ll be able to sell your stake at a fair price, only to discover liquidity was non-existent when you eventually tried to sell? Welcome to the liquidity illusion, the time-worn tendency for investors to run for the exits at exactly the same moment only to discover the exit is closed.

Asset Allocation Investor Education Managed Fund ETF

15 Sept 2025

· Simon Turner

· 7 MIN READ

Want to Avoid the Heavy Cost of Bad Financial Advice? Don’t Skip These Questions

‘It’s not what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.’

Investor Education

11 Sept 2025

· Ankita Rai

· 7 MIN READ

Where the Contrarians Are Sniffing for ASX Ideas

Contrarian investing is the discipline of seeking value where others refuse to look. Most investors endorse it in theory, yet few have the nerve to put it into practice. After all, human instinct favours the comfort of the herd. But history shows that contrarian investors often earn superior risk-adjusted returns. Warren Buffett’s maxim about being greedy when others are fearful may be over-quoted, but its truth endures.

Managed Fund Investor Education

10 Sept 2025

· Simon Turner

· 7 MIN READ

If the Australian Mortgage Fund Sector Were to Follow the Example Set in the US

The Australian mortgage fund sector has grown to become an important bridge between investor capital and property lending. While the sector remains comparatively young, its recent trajectory invites a compelling question: what if the sector were to follow the path carved out by the more mature US market? The answer may provide valuable insight into the opportunities and risks that lie ahead…

Managed Fund Fixed Interest Investor Education

8 Sept 2025

· Simon Turner

· 6 MIN READ

Why Recontribution Matters More Than You Think

Superannuation is one of the most effective ways to build wealth for retirement, but it doesn’t always pass to your loved ones tax-free.

Superannuation Accounts Investor Education

4 Sept 2025

· Ankita Rai

· 6 MIN READ

How Commercial Property Revaluations Are Redefining the Mortgage Fund Outlook

There’s good news to report: the recent resetting of Australian commercial property valuations has quietly redrawn the mortgage fund landscape.

Managed Fund Investor Education

3 Sept 2025

· Simon Turner

· 5 MIN READ

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.

Contrarian Investing in an Age of Disruption

Simon Raubenheimer, Director at Contrarius Investment Management and a featured speaker in the March Investor Webinar ‘Finding Value in Volatility’, dives into how artificial intelligence is reshaping global investment opportunities.

Investor Education

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