Investor Education Articles

FEATURED

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

Enter the New Fed Chairman: What Less Guidance Means for Markets

The Federal Reserve has a new chairman in position. Kevin Warsh recently chaired his first meeting and the message was clear: global markets need to get used to less hand-holding looking forward.

Investor Education Macro ETF Managed Fund

5 July 2026

· Simon Turner

· 6 MIN READ

How a 3-Bucket Strategy Can Help Optimise Retirement Income

Retiring soon and wondering how to structure your investments? There are a range of strategies you can follow, from maintaining your existing approach to shifting into a new strategy. One approach investors use is known as the 3-bucket strategy.

Investor Education Fixed Interest

2 July 2026

· Sara Allen

· 6 MIN READ

What the SpaceX IPO Says About Investor Risk Appetite

The SpaceX IPO may go down as one of the defining market events of the decade. Not simply because of its size, or its role in catapulting Elon Musk into the world’s first trillionaire. And not even because it’s trading at a somewhat shocking 2026 EV/EBITDA ratio of 222x.

Investor Education Macro

1 July 2026

· Simon Turner

· 5 MIN READ

Gold, Bitcoin and The Old Portfolio Playbook

For decades, the “60/40 portfolio” felt like the smart, set-and-forget way to invest: 60% in shares for growth and 40% in bonds for stability. When shares wobbled, bonds usually rose. Simple. Reliable. It worked through bull markets, mild recessions and falling interest rates.

Commodities Cryptocurrency & Blockchain Investor Education

30 June 2026

· Chris Tipper

· 7 MIN READ

When Your Fund Underperforms: 7 Questions to Ask Before You Sell

Underperformance by an actively managed fund in your portfolio is uncomfortable, but it’s not always a sell signal. Because context matters. Whether a fund is temporarily out of favour, structurally flawed, too expensive, or no longer fit for your portfolio should change your response to underperformance.

Investor Education Managed Fund

29 June 2026

· Simon Turner

· 9 MIN READ

Beginner Friendly but not Foolproof: How to Avoid the 5 Most Common ETF Mistakes

ETFs have grown in popularity in the last decade, and beginner investors are often encouraged to consider them. But beginner doesn’t mean foolproof and even investments like ETFs can go wrong when investors don’t know what they are really buying and how best to use them. It’s also worth noting that beginner doesn’t mean that ETFs can’t be part of more sophisticated strategies either.

ETF Investor Education

25 June 2026

· Sara Allen

· 10 MIN READ

Feel Behind on Investing? The Biggest Mistakes Younger Australians Can Avoid

First the bad news: many Australians in their 20s and 30s feel they are already late to investing. Property prices seem out-of-reach, the cost-of-living pressure is real, and social media can make everyone else’s financial life appear rosier than it really is. For many, the right pathway forward can feel out-of-reach.

Investor Education ETF Managed Fund

24 June 2026

· Simon Turner

· 8 MIN READ

How to Build a More Tax-Aware Portfolio After the CGT Discount Shake-Up

Australia’s 2026-27 Federal Budget has dramatically changed the tax conversation in ways few budgets have. In particular, the Government’s plan to replace the 50% CGT discount with cost-base indexation and a 30% minimum tax rate from 1st July 2027 has massive investment implications.

Investor Education ETF Managed Fund

22 June 2026

· Simon Turner

· 7 MIN READ

ETF vs Managed Fund Tax: What Australian Investors Need to Know

The only certainties in life are death and taxes, as the saying goes. Of course, what can be less certain is exactly how tax is applied to your earnings, particularly those from investments. Depending on the type of investment you have and what type of earnings you receive from it, tax can be affected.

Investor Education Managed Fund ETF

18 June 2026

· Sara Allen

· 7 MIN READ

The Wild West Investor: Three Portfolio Pillars for an Uncertain Future

For decades, investors relied on the classic 60/40 portfolio: 60% equities and 40% bonds. That worked well during an era characterised by declining interest rates and relatively stable inflation.

Investor Education Managed Fund Commodities Cash/Money Market

17 June 2026

· Simon Turner

· 6 MIN READ

Is AI Becoming a Bubble, or Just the Next Big Market Cycle?

The number of investors proclaiming they’ve made millions from AI infrastructure stocks is on the rise. That’s a dubious data point that’s surely synonymous with taxi drivers sharing the same hot stock picks near the peak of the market.

Technology Macro Investor Education Managed Fund ETF

15 June 2026

· Simon Turner

· 8 MIN READ

The 4 things investors need to know before investing in LICs and LITs

Newer investors looking for managed investments traded on the ASX may be less familiar with the concept of listed investment vehicles (LIVs). It may even surprise some to know that there was a time where interest in these types of investments far outweighed interest in ETFs, and they offered the only form of tradable access to professionally managed investments for decades.

Company Investor Education

11 June 2026

· Sara Allen

· 8 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

Watch now

Articles