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

The biggest risk in the market right now

You may remember when the yen carry trade revealed itself as the catalyst for August’s sharp selloff across global markets. The knock-on effects of its unwinding surprised more than a handful of investors at the time. The sobering news is that the yen carry trade continues to linger and is arguably the market’s biggest risk right now. It may well be prudent for investors to prepare for a repeat of August’s volatility.

Macro Investor Education Managed Fund

1 Oct 2024

· Simon Turner

· 5 MIN READ

Reposition your portfolio to benefit from falling rates

Cash and term deposits (TDs) have been popular with investors over the past couple of years, thanks to the RBA’s aggressive rate hikes. With cash rates peaking at 4.35%, investors enjoyed returns as high as 5% through TDs and high-interest savings accounts.

Investor Education Asset Allocation Managed Fund ETF

26 Sept 2024

· Ankita Rai

· 5 MIN READ

Does the Fed’s urgent action indicate a US recession is looming?

It’s not often that the Fed cuts rates by 50 basis points in one move. It surely indicates the Fed is worried about the state of the world’s largest economy. If that’s the case, global investors, including in Australia, should sit up and take note. The key question at this juncture is: does the Fed’s urgent action indicate a US recession is looming?

Macro Investor Education Asset Allocation

25 Sept 2024

· Simon Turner

· 5 MIN READ

Should you invest with a manager enjoying a purple patch?

You may remember the pre-2021 years when Cathie Wood’s ARK Innovation fund was riding high as one of the strongest performers in the global fund management sector. Her philosophy, strategy, stock picking, and track record were all working in her favour. Investors were even in the habit of following Cathie into stocks whenever the ARK Innovation fund purchased a new position.

Managed Fund Investor Education

23 Sept 2024

· Simon Turner

· 5 MIN READ

Australia vs the US: the equity market showdown

Welcome to the match. It’s time for a showdown between the green and gold of the Australian equity market and the red, white, and blue of the American stock market. Both countries are fierce competitors with successful track long term records so we can expect a hard-fought match. We’ll assess our competitors based on three key factors: 1) historical performance, 2) EPS growth, and 3) valuations. It’s fine to cheer for your team during the match, but please keep it respectful.

Shares Asset Allocation Investor Education

17 Sept 2024

· Simon Turner

· 5 MIN READ

Yield is about to become more important

Remember how you felt about yield when interest rates were at historic lows? In those days when yield was scarce, investors placed a higher value on it, and it was of greater importance to investment valuations. Then everything changed when the developed world’s central bankers raised rates at the fastest pace in history. Yield suddenly became more abundant, and the market took some time to adapt to this altered market environment. In short, it was bad news for yield-focused investors who had to watch their capital values fall as yields rose.

Managed Fund Macro Investor Education

9 Sept 2024

· Simon Turner

· 6 MIN READ

The case for active fund management

Active fund management has long provided investors with easy access to professional management expertise across a range of asset classes. With equity markets reaching high valuations driven by tech stocks, stock picking has arguably become more important than ever. So it may be an ideal time to increase your exposure to active funds with the stock picking expertise required to navigate what’s coming next in financial markets.

Managed Fund Investor Education Shares ETF

5 Sept 2024

· Ankita Rai

· 5 MIN READ

Unlisted property funds may be about to shine again

The promise of interest rate cuts by the Fed and the RBA has been the main reason to be bullish about unlisted property funds for some time now. It’s been a long wait, but it looks like we’re nearing the expected interest rate easing cycle, at least in the US. So is now the ideal time to consider revisiting the unlisted property fund sector? We investigate.

Property Managed Fund Investor Education

4 Sept 2024

· Simon Turner

· 5 MIN READ

The misunderstood downsides of long-term investing

While long-term investing is often touted as the key to success in the stock market, there’s a body of evidence that challenges the idea. Even Warren Buffett, who championed the 'forever' investing style, has occasionally betrayed his advice. Research shows that out of 230 stocks held by Berkshire Hathaway between 1980 and 2006, 60% were owned for less than a year. So even staunch long-term advocates adjust their strategies based on market conditions.

Investor Education Managed Fund Shares

29 Aug 2024

· Ankita Rai

· 6 MIN READ

Avoid these 9 managed fund red flags for better returns

Investing in actively managed funds is a core approach for millions of Australian investors both inside and outside of their superannuation. It makes sense for many. Identifying expert managers who are able to outperform over the long term makes investors lives easier and less stressful. But as with stock investing, there are some red flags to watch out for when selecting your fund managers. They tend to pop up time and time again with underperforming and unethical managers so they are worth being aware of

Managed Fund Investor Education

28 Aug 2024

· Simon Turner

· 6 MIN READ

The thing with private equity returns

Recent private equity return data from Preqin reveals that growing divergence of private equity returns is the name of the game. That’s both good news and bad news for investors. It means having the right private equity exposure is likely to remain fruitful, but ensuring you have the right exposure may take more due diligence than in the past. In other words, being informed as a private equity investor is more important than ever.

Private Assets Managed Fund Investor Education

27 Aug 2024

· Simon Turner

· 5 MIN READ

Boost your returns with founder-led investing

Investors may struggle to determine if a company’s management team are aligned with shareholders’ interests, wondering they are truly invested in the company's long-term success or merely focused on receiving their weekly salary. There’s one metric which is better than all others when it comes to assessing how invested management teams are in the future of their companies: significant, long-term skin in the game. Hence, recognising outperforming founder-led businesses can be a game-changer for investors.

Managed Fund Investment Themes Investor Education

22 Aug 2024

· Ankita Rai

· 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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