Articles

Stay ahead of the game with critical insights, market explorations, and new perspectives. Now that’s refreshing!

Home  >  articles  >  investor education

Investor Education Articles

Latest
Investor Education
Shares
Macro
Asset Allocation
Investment Themes
Fixed Interest
Property
ETF
ESG
Commodities
Managed Fund
Private Assets
Technology
Alternative Investment

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

More Articles

Intergenerational wealth: Why it matters

Australia is about to experience a major shift in wealth. According to a report by JB Were, by 2034, an estimated $4.9 trillion will be passed down from baby boomers and their parents to the younger generations. Inheritances are expected to have reached $150 billion in 2024, more than double the amount in 2002. With over 20% of Australians projected to be aged 65 or older by 2030, planning for this intergenerational wealth transfer has never been more important.

Investor Education
30 Jan 2025
 · Ankita Rai
 · 5 MIN READ

Starting Points Matter

I learned a valuable lesson in July 2022, the last year the S&P/ASX 200 index posted a negative return, that starting points matter. I had gone on leave to have my second child in December 2021 as markets were making all-time highs, the cash rate was on the floor (and the RBA was promising to keep it there for years) and a raft of IPOs were hitting the ASX.

Investor Education
30 Jan 2025
 · Emma Fisher
 · 5 MIN READ

Prepare for a resurgence of the healthcare sector

2024 was a bumpy ride for global healthcare investors with the sector lagging most economically sensitive sectors. There were also sector-specific challenges to navigate in the form of margin pressure, workforce shortages, and digital disruption. But at this juncture, the global healthcare sector’s fundamentals are stronger than ever thanks to a step-change in recent innovation as well as favourable demographic changes. Investors should arguably position themselves for a sector recovery…

Healthcare & MedicalInvestment ThemesManaged FundInvestor Education
29 Jan 2025
 · Simon Turner
 · 5 MIN READ

SMSF cost-cutting tips every trustee should know

Self-managed super funds (SMSFs) are growing in popularity amongst investors seeking greater control over their retirement savings. While their benefits are significant, the costs—both setup and ongoing—can pose challenges, particularly for smaller funds. The good news is there are some costs-cutting tips which make SMSFs accessible to a wider portion of the investing population.

Superannuation AccountsInvestor Education
23 Jan 2025
 · Ankita Rai
 · 5 MIN READ

Is a Volmageddon event brewing?

In the words of Russell Napier: ‘Financial history is the most important thing to study for anyone seeking to avoid the mistakes of the past.’ So what does financial history suggest may be coming in early 2025? And is a Volmageddon event (read: an extreme volatility event) brewing as a number of experts are warning? To answer those questions, we’ll focus on the main game in town, the S&P 500, since US stocks continue to drive global markets…

MacroInvestor Education
21 Jan 2025
 · Simon Turner
 · 6 MIN READ

Why more Australians are turning to SMSFs for retirement planning

The trend of Australians taking control of their own superannuation investments has been steadily rising over the years. Despite challenges like sticky inflation and higher-for-longer interest rates, the self-managed superannuation fund (SMSF) sector has shown remarkable resilience, surpassing the significant milestone of $1 trillion in assets last year.

Superannuation AccountsInvestor Education
14 Jan 2025
 · Ankita Rai
 · 5 MIN READ

What the WFH revolution means for investors in 2025

Are you happier working in an office or working from home? This is the question millions of Australian workers have been voting with their feet on in recent years. It’s fair to say the work from home (WFH) revolution has been one of the biggest social shifts we’ve witnessed in modern history. It’s brought with it profound changes in the way many of us work, as well as workers’ confidence in requesting WFH as an option.

Investment ThemesInvestor EducationProperty
9 Jan 2025
 · Simon Turner
 · 7 MIN READ

Reading the world’s emotional tea leaves

It’s tempting for investors to believe that their personal experience of the world’s emotional state allows them to accurately assess the global zeitgeist. However, the reality is most investors are only exposed to a miniscule fraction of the global population, and it can be challenging to understand others’ emotions at the best of times. Reading the world’s emotional tea leaves is easier said than done.

Investor EducationInvestment Themes
8 Jan 2025
 · Simon Turner
 · 5 MIN READ

Crystal ball gazing at 2025

Happy new year! We hope it’s a healthy and happy one for you. While no one knows exactly what’s coming in the year ahead, most investors will be asking themselves similar questions as the new year begins. For example, will 2025 be a repeat of 2024’s US-led market resilience and euphoria? Or will markets follow a different playbook this year which requires investors to make tactical adjustments? With these questions in mind, it’s time to do our best at crystal ball gazing to help investors make sense of what may be coming in 2025…

Investment ThemesInvestor EducationAsset Allocation
31 Dec 2024
 · Simon Turner
 · 12 MIN READ

Related Videos

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.

Investor Education
Watch now
US Markets in 2026 - Risks and Opportunities
38:50
1 Apr 2026

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
Watch now
Contrarian Investing in an Age of Disruption
21:06
1 Apr 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
Watch now

Subscribe to our newsletter

Elevate your investment game with our exclusive weekly newsletter curated for astute investors like you. Dive into deep market insights and uncover a purposely broad range of unfiltered opportunities. Join a community that thrives on informed choices.

Don't just follow the market—lead it.
This site is protected by reCAPTCHA