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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

What Extreme Investor Optimism Is Telling Us

Global investment sentiment gauges have rarely been this bullish, and history says that’s precisely when investors should pay closer attention. Here’s what the data shows and what it means.

Investor Education Macro

3 Aug 2026

· Simon Turner

· 5 MIN READ

The Bigger Picture - August 2026

Most market commentaries explain major price moves after the fact with tidy causes that sound obvious only in hindsight. In my opinion, that’s not an intellectually honest approach in the current environment.

Macro Investor Education Managed Fund ETF

2 Aug 2026

· Simon Turner

· 6 MIN READ

Expensive But Compelling: The Long-Term Case for US Equities

It’s easy to turn bearish on US equities if you read the news or focus on valuations and the long list of worries markets always need to navigate.

Investor Education Macro Managed Fund ETF

2 Aug 2026

· Simon Turner

· 7 MIN READ

Platform, Broker or Direct: Where Should You Hold Your Funds and ETFs?

Access to the investing world has exploded in the last few decades. Investors may once have required brokers to do their trading, or apply directly to fund managers to invest. These days, investors have a range of options, direct and indirect for their holdings.

ETF Managed Fund Investor Education

30 July 2026

· Sara Allen

· 7 MIN READ

Australia’s Debt Problem is Also an Investor’s Problem. Here’s How to Read It

Australian households are carrying some of the highest debt loads in the developed world, yet the Reserve Bank is still weighing whether to raise rates again. In the event the inflation print due out on July 29th runs hot, a fourth RBA rate rise may become more likely than not.

Fixed Interest Investor Education Property

29 July 2026

· Simon Turner

· 6 MIN READ

Seven structural drivers facilitating the long-term growth of industrial property

Recently, I detailed the 250-year rise of the industrial property sector, a transformation that has seen it evolve from the physical backbone of early manufacturing and storage into one of the most critical forms of modern economic infrastructure.

Property Investor Education

28 July 2026

· Laurence Parisi

· 9 MIN READ

Why Most Wealth Plans Never Survive Time in the Market

If you’ve written out your investment plan, you’re already a big step ahead of most investors. However, in many ways planning is the easy part.

Investor Education Managed Fund

27 July 2026

· Simon Turner

· 5 MIN READ

AI Is Changing Fund Management. Investors Need to Know What’s Changing Behind the Screen

AI has quickly established an integral role in fund managers’ investment processes. For most, it has already become an integral part of their investing machinery. Fund managers are using it to read more, screen faster, test risks earlier and monitor their portfolios across larger pools of data.

Technology Managed Fund Investor Education

22 July 2026

· Simon Turner

· 8 MIN READ

The Return of Australia’s Income Trade

The Australian share market has spent much of the past decade lagging global equities, as investors increasingly looked offshore for structural growth opportunities in areas such as artificial intelligence. Yet while broad local market returns have disappointed relative to global shares, income-oriented strategies have quietly emerged as some of the strongest performing domestic equity strategies.

Fixed Interest Investor Education ETF

21 July 2026

· Marc Jocum

· 8 MIN READ

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

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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