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Macro · Investor Education · 10 MIN READ

The Best 12 Months for Equities Usually Starts Now: Will the US Midterm Pattern Recur?

During a news-heavy year, Americans vote in their midterm elections on Tuesday 3 November.

Simon TurnerHead of Content (CFA)

30 Oct 2026

Income Investing’s New Rulebook: How to Earn a Real Yield as Rates Keep Rising

For most of the past 15 years, income investors had to choose between near-zero returns and reaching for yield in riskier corners of the market.

Fixed Interest Macro Investor Education ETF Managed Fund Asset Allocation

28 Oct 2026

· Simon Turner

· 9 MIN READ

Six Adjustments You Can Make Right Now to Optimise Your Portfolio’s Risk-Adjusted Returns

The ground has shifted under most investors’ portfolios in recent months.

Asset Allocation Investor Education ETF Managed Fund

26 Oct 2026

· Simon Turner

· 13 MIN READ

How to Stress Test Your Portfolio Before the Next Market Shock

A portfolio stress test applies past market shocks, such as the Global Financial Crisis (GFC), to your current asset allocation to estimate how much your portfolio could fall. It is a simple way to check whether your strategy, diversification and cash buffer would hold up in a downturn.

Investor Education Asset Allocation

22 Oct 2026

· Sara Allen

· 8 MIN READ

Income Investing’s New Rulebook: How to Earn a Real Yield as Rates Keep Rising

For most of the past 15 years, income investors had to choose between near-zero returns and reaching for yield in riskier corners of the market.

Fixed Interest Macro Investor Education ETF Managed Fund Asset Allocation

28 Oct 2026

· Simon Turner

· 9 MIN READ

Six Adjustments You Can Make Right Now to Optimise Your Portfolio’s Risk-Adjusted Returns

The ground has shifted under most investors’ portfolios in recent months.

Asset Allocation Investor Education ETF Managed Fund

26 Oct 2026

· Simon Turner

· 13 MIN READ

How to Stress Test Your Portfolio Before the Next Market Shock

Investor Education Asset Allocation

22 Oct 2026

· Sara Allen

· 8 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

Hard Truths: How Often Should You Check Your Portfolio?

A large and expanding portion of investors know their portfolio value to the dollar on any given day, yet they can’t tell you what their asset allocation is.

Investor Education

6 Sept 2026

· Simon Turner

· 10 MIN READ

ETF Liquidity: Why the Screen Can Mislead You

Trading in an instant, a tap on a screen. One of the biggest appeals of using an ETF is the idea of its liquidity. But is your ETF as liquid as you think?

ETF Investor Education

3 Sept 2026

· Sara Allen

· 8 MIN READ

The Great Uranium Deficit: A Shortage the Market Has Stopped Paying For

Uranium has become a rare commodity where almost everyone agrees on its direction and almost nobody agrees on the optimal timing.

Commodities Investment Themes ETF Investor Education

2 Sept 2026

· Simon Turner

· 7 MIN READ

Taking Ownership & Funding Your Values: The Celebrity School of Wealth Management

If there are two names you may not have expected to see in financial media, Dolly Parton and Tim Curry might be it – but they should be.

Investor Education

1 Sept 2026

· Sara Allen

· 7 MIN READ

The ‘Hidden Index Hugger’ Test: Is Your Active Fund Really Doing Anything Different?

Choosing active means you have the goal of outperforming the market in some form. Perhaps it is about achieving higher income. Perhaps higher overall growth. Or it might be about lower volatility to ensure stability of returns. All this typically comes at a higher cost, but are you getting what you are paying for or have you invested in an index-hugger with a good marketing package?

Investor Education Managed Fund

27 Aug 2026

· Sara Allen

· 7 MIN READ

When Investing Turns into Gambling: The Psychological Toll of Short-Term Trading

A US study has found that almost two thirds of young men who trade daily describe themselves as failures, a rate nearly identical to that of daily gamblers.

Investor Education Shares

26 Aug 2026

· Simon Turner

· 7 MIN READ

The Real Cost of an ETF is Not the Management Fee

If you were to look through your portfolio, would you know what each of your ETFs was costing you?

ETF Investor Education

20 Aug 2026

· Sara Allen

· 6 MIN READ

A repeatable rigorous framework for analysing private funds

In the hunt for higher returns and growth, investors have increasingly turned to private markets. It doesn’t come without risk.

Private Assets Investor Education

13 Aug 2026

· Sara Allen

· 9 MIN READ

Strange Times Afoot in Global Oil Markets

Oil has swung from a war premium to ceasefire calm to renewed conflict and back again in the space of five months, wrong-footing forecasters at every turn. Understanding what’s driving the chaos arguably matters more than picking a side on where the oil price goes next.

Investor Education Mining, Resources & Energy

11 Aug 2026

· Simon Turner

· 6 MIN READ

Know Thyself: The Hardest Investment Skill to Master

Ask most investors what determines their long-term returns and they’ll most likely talk about their asset allocation, the way they select their fund managers or their track records at getting macro calls right.

Investor Education Managed Fund ETF

10 Aug 2026

· Simon Turner

· 7 MIN READ

Your ETF is Not as Passive as You Think

When it comes to ETFs, a few stereotypes abound. Passive, low cost, flexible, broad exposure. While there’s some truth rooted in the stereotypes – some ETFs are index-trackers and have lower fees after all – investors should be wary of leaning too closely on these in their approach to ETFs.

ETF Investor Education

6 Aug 2026

· Sara Allen

· 6 MIN READ

Being bearish sounds smart. Being bullish tends to pay. Here’s the evidence.

Markets have never lacked reasons to worry. There’s generally a long list of macro risks and challenges that need to be navigated. Yet the data on which investors succeed tells a clear story: cautious optimism has consistently outperformed pessimism.

Macro Investor Education Asset Allocation

5 Aug 2026

· Simon Turner

· 6 MIN READ

Income beyond yield | Conviction Capital | Episode 4

This episode of Conviction Capital features former CBA CEO and ex-Future Fund chairman David Murray and Hamilton 12 Managing Director Richard McDougall as they discuss where investors should look for income, from private and trade credit through to franked dividends from Australian shares.

Asset Allocation Banking & Financial Services Fixed Interest Private Assets Equities Shares Macro Expert Perspectives Investor Education

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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.

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

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