Investor Education Articles

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Macro · Technology · 12 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.

Simon TurnerHead of Content (CFA)

16 Sept 2026

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

What Happens When an ETF Closes?

If you’ve lost money trading shares when a company has gone bust, you might feel a drop in the stomach on the news that an ETF is closing. It’s far from the same experience and a different process entirely. The most important thing to remember is that you don’t lose your investment when an ETF closes – it is about the closure of the vehicle.

ETF Investor Education

11 Sept 2026

· Sara Allen

· 8 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

What Happens When an ETF Closes?

ETF Investor Education

11 Sept 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

How to Read a Fund Factsheet Without Falling for the Marketing

If you’re a fund and/or ETF investor, you’ll be familiar with fund factsheets. These fund summaries are designed to inform investors, but it’s also well-known that marketing teams often use them to present their funds attractively.

Investor Education Managed Fund ETF

20 July 2026

· Simon Turner

· 9 MIN READ

Could AI Become the Next Strait of Hormuz for Investors?

Just when you thought the Trump administration had surprised investors into a state of expecting anything, they went and restricted foreign access to Anthropic’s advanced AI models due to national security concerns. Whilst those restrictions were later lifted, the incident highlighted how trigger-happy the US Government has become when it comes to interpreting what’s in the country’s national interests, including across the free markets the US used to advocate for.

Technology Investment Themes Investor Education

16 July 2026

· Simon Turner

· 8 MIN READ

Yield vs Total Return: What Actually Matters for Long-Term Investors?

We invest for all sorts of reasons, but at the core, it’s to improve our financial lives – to afford the things we want or need in life. This is the reason why the terms ‘yield’ and ‘total return’ can be so important when you are choosing an investment – they are not interchangeable, though they are often confused for being so.

Investor Education Managed Fund ETF

16 July 2026

· Sara Allen

· 6 MIN READ

Volatility is only an opportunity if you are prepared

Volatility, market commentators reliably assure us, is a buying opportunity. It is a welcome thought in a difficult market, most popular with those not presently experiencing it.

Investor Education Managed Fund

15 July 2026

· Daniel Seeney

· 9 MIN READ

Money as Verification: What England’s Tally Sticks Can Teach Investors About Bitcoin

A stick that falls from a tree is nearly worthless. Yet for centuries, split pieces of wood helped record taxes, debts and financial claims in England. That sounds primitive until you understand what the tally stick actually solved.

Currency, Crypto and ICO Investor Education

14 July 2026

· Sam McAnallen

· 6 MIN READ

Trading Has Gone Digital. Investors Need to Slow Down

Technology has made investing easier than ever. Australian investors can now buy shares, compare ETFs, research managed funds, watch market videos, read fund updates and place trades from their mobiles.

Technology ETF Investor Education

13 July 2026

· Simon Turner

· 8 MIN READ

Understanding investment risk: A framework for fixed income investors

How well is your fixed income investment portfolio expected to perform during an economic shock? Have you considered what could happen to your portfolio if the wrong things happen at the right time? How defensive will your fixed income investments be in the next economic crisis?

Fixed Interest Managed Fund Investor Education

13 July 2026

· CRAFT Fixed Income team

· 12 MIN READ

From Capital Growth to Cash Flow: Rethinking Australian Property Investment Post-Budget

Since the 50% capital gains tax (CGT) discount was introduced in Australia in 1999, many investors have followed a relatively consistent wealth-building playbook: purchase residential property, absorb short-term cash flow losses via negative gearing, and rely on long-term capital growth supported by favourable tax treatment.

Managed Fund Investor Education

10 July 2026

· Dom Murray

· 7 MIN READ

Avoiding the Common Mistakes in Multi-Asset Portfolio Investing

It’s almost a certainty that you have invested in a multi-asset portfolio or fund at some point in time. Most of us will spend our whole lives in one – your superannuation is run as a multi-asset portfolio after all. But when it comes to investing outside of super, many investors can also find plenty to like about these options as a wealth solution.

Investor Education

9 July 2026

· Sara Allen

· 9 MIN READ

The ESG Reset: Sustainability Trends Worth Knowing About

Sustainable investing has been through plenty of challenges of late. After a string of political and social backlashes, the return of a US president who appears to be opposed to creating a more sustainable future, a rise in greenwashing cases and a challenging period of relative performance, sustainable investing has become more demanding and, arguably, more useful.

ESG Investor Education Managed Fund ETF

8 July 2026

· Simon Turner

· 8 MIN READ

The Winning and Losing Sectors Within the Australian Economy

Australia’s GDP rose 0.3% in the March quarter and 2.5% over the year. While that’s not recessionary, it’s hardly exuberant and was once again negative in per capita terms. The main headwinds are subdued household and government consumption, while adverse weather hampered mining production and exports. On a more positive note, there’s been a lift in business investment linked to data centre machinery and equipment.

Macro Investor Education Investment Themes

6 July 2026

· Simon Turner

· 6 MIN READ

The Bigger Picture: July 2026

There’s a lot going on right now in financial markets.

Investor Education

6 July 2026

· Simon Turner

· 6 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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