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 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

Time to Get Real About Diversification

Most investors understand the concept of diversification. Spread your money across different asset classes, sectors, regions and investment managers, and your portfolio should be better equipped to withstand market shocks...

Investor Education Managed Fund ETF

10 June 2026

· Simon Turner

· 8 MIN READ

What Consumer Sentiment Is Telling Us About the Australian Economy

Australian consumers are feeling mighty gloomy right now. It’s easy to understand why. The war in Iran, the sharp rise in fuel prices and the proposed removal of the capital gains tax discount has Australian households unusually worried about the future.

Macro Investor Education Managed Fund ETF Property

8 June 2026

· Simon Turner

· 6 MIN READ

Winning the Investment Game: 6 Powerful Rules That Remove Emotion from the Process

If you’re like most investors, you’re probably overwhelmed by the constant availability of real-time data, macro narratives, and algorithmically amplified sentiment. It’s a lot, and it’s coming at us twenty-four hours a day, seven days a week. Worse, our emotions drive us to react to all this noise by sabotaging our investment plans at exactly the wrong moments.

Investor Education Managed Fund ETF

7 June 2026

· Simon Turner

· 7 MIN READ

The Bigger Picture - June 2026

Read our latest market commentary, The Bigger Picture, which includes some timely investment lessons from Simon Turner's Camino experience in Portugal and Spain.

Macro Investor Education

5 June 2026

· Simon Turner

· 5 MIN READ

Franking Credits Explained

If you want the possibility of a bonus tax refund, or a discount on your tax, then don’t forget to check your franking credits. If that concept sounds vaguely familiar, it should be – it’s an integral part of being an Australian income investor, particularly if you are a retiree.

Investor Education ETF Managed Fund

4 June 2026

· Sara Allen

· 5 MIN READ

The Private Credit Illusion

Private credit has become one of the fastest-growing corners of Australian finance. With more than 100 managers now active in the market, capital is flowing into non-bank lending at a pace not seen in decades.

Private Assets Investor Education

3 June 2026

· Rhodes Asset Management

· 7 MIN READ

Learning from the ‘AI Stock God’s’ Extraordinary Performance

One of the best ways to improve your performance as an investor is to learn from those who have mastered the craft.

Investor Education Technology ETF

3 June 2026

· Simon Turner

· 10 MIN READ

The Budget Just Changed the Rules for Aussie Investors

The 2026–27 Federal Budget was certainly a surprise to many. At its heart was philosophical change rather than the routine fiscal update the population has become used to. The Albanese Government’s proposed overhaul of capital gains tax (CGT), alongside restrictions on negative gearing and new discretionary trust rules, represents the most significant tax shift in decades.

Investor Education ETF Managed Fund

1 June 2026

· Simon Turner

· 10 MIN READ

Misvalued and Overleveraged: Where Property Fund Investors Go Wrong

There have been billions lost to failed property investments in the past.

Investor Education Property

28 May 2026

· Sara Allen

· 7 MIN READ

10 Quotes to Inspire the Investment Master Inside You

Investing wisdom tends to be hard-earned through experience, mistakes, and battle scars. But listening to the voices of current and past masters through time-tested quotes can help us sidestep some of the pain involved.

Investor Education Managed Fund ETF

27 May 2026

· Simon Turner

· 6 MIN READ

The industrial (r)evolution: The rise of commercial property’s hottest sector

Industrial property is having a moment that has been centuries in the making. Once relegated to the fringes of cities and portfolios, industrial real estate has emerged as commercial property’s standout performer.

Investor Education

25 May 2026

· Laurence Parisi

· 12 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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