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

Think You Can Time the Market? Think Again

Research has long recognised the inconvenient truth that investment losses sting with around double the intensity of the joy an investment profit can bring. Hence, a gain of $10,000 makes you smile, but a loss of the same amount feels like a punch to the gut.

Investor Education Managed Fund

7 May 2025

· Simon Turner

· 5 MIN READ

Does the ASX Offer the Income Generation Potential It Once Did?

With the ASX 200 yielding a mere 3.5%, it’s not just lagging behind traditional term deposits but is also outshone by the enticing offers from private credit providers. When you throw into the mix the fact that ASX dividends are trending downwards, it’s no surprise that some investors are dismissing the once-popular dividend strategy.

Managed Fund Investor Education

6 May 2025

· Simon Turner

· 6 MIN READ

Your Shortcut to Finding the Right Financial Adviser

Finding the right financial adviser isn’t always easy — especially when the financial decisions at stake are rising each year. With Australia on the cusp of a $3.5 trillion generational wealth transfer, the need for trusted advice has never felt more urgent.

Investor Education

1 May 2025

· Ankita Rai

· 6 MIN READ

The US-Europe Fund Flow Dance

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.

Asset Allocation Investment Themes Investor Education

30 Apr 2025

· Simon Turner

· 5 MIN READ

The Lowdown on the Recent Surge in Leverage

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…

Investment Themes Macro Investor Education

28 Apr 2025

· Simon Turner

· 4 MIN READ

SMSF Loans: What Trustees Often Get Wrong

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.

Superannuation Accounts Investor Education

25 Apr 2025

· Ankita Rai

· 6 MIN READ

Commercial Property may be Ready to Play Defence

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.

Property & Construction Managed Fund Investor Education

24 Apr 2025

· Simon Turner

· 5 MIN READ

The Underappreciated World of Investment Bonds

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

Asset Allocation Investor Education

23 Apr 2025

· Simon Turner

· 5 MIN READ

Big Balances, Bigger Targets: Why Scammers Love Investors

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.

Investor Education

17 Apr 2025

· Ankita Rai

· 6 MIN READ

Active Fixed Income Management is Back in the Game

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.

Fixed Interest Managed Fund Investor Education

14 Apr 2025

· Simon Turner

· 6 MIN READ

Six Freedom-Crippling Retirement Planning Mistakes to Avoid

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.

Investor Education Superannuation Accounts

10 Apr 2025

· Ankita Rai

· 6 MIN READ

The Future of Transport: Innovations transforming how we move

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.

Investor Education

9 Apr 2025

· Claire Britton

· 7 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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