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

How to Invest Like the Super Rich

The rich just keep getting richer. In Australia, the top 10% now control over 58% of national wealth, while the top 1% own almost half of the nation’s wealth.

Investor Education Asset Allocation ETF Managed Fund

25 May 2026

· Simon Turner

· 7 MIN READ

Tax-Aware Investing: How to Improve Returns Without Taking More Risk

How we invest can make a big difference come tax time. At the more basic end, this could mean factoring franking credits as part of our share portfolio. Or it could mean decisions on when to sell to manage capital gains.

Investor Education Superannuation Accounts

21 May 2026

· Sara Allen

· 10 MIN READ

New Rules: Semiconductors Move From Cyclical To Structural

The first phase of the AI trade was about compute, but the second phase is being driven by constraints.

Investor Education

19 May 2026

· Billy Leung

· 8 MIN READ

Core-Satellite Investing: Resilient Portfolio Examples

The idea of separating a portfolio into core and satellite exposures has moved from institutional asset allocation frameworks into the mainstream toolkit of retail investors. Its appeal lies in its apparent simplicity. A stable, low-cost core provides broad, diversified market exposure, while smaller satellite allocations pursue incremental returns.

Investor Education ETF Managed Fund

19 May 2026

· Simon Turner

· 7 MIN READ

Decision Fatigue in Investing: How Too Much Choice Leads to Poor Returns

We’ve all been there. Standing in the supermarket aisle, trying to make sense of the vast number of products available to us in every single category. Does a cheaper toothpaste mean it’s less effective? We think through the benefits of saving money by buying products on sale versus a vast number of other micro-decisions that collectively drive our final choice.

Investor Education Managed Fund ETF

18 May 2026

· Simon Turner

· 6 MIN READ

Chasing Yield, Losing Wealth: Steps to Avoid the Biggest Income Fund Mistakes

When you are investing for income, you are looking for capital preservation, a level of growth and consistent income. But what if the fund you pick fails to deliver? Worse still, what if your money is lost?

Fixed Interest Investor Education

14 May 2026

· Sara Allen

· 8 MIN READ

The ETF Innovation Cycle: Why the Next Hot Fund May Warrant Caution

We all know the long list of benefits of investing in ETFs, but the passive fund boom has reached the stage where narratives can sometimes reign supreme. The risk is that the recent wave of ETF launches, particularly in thematic, single-stock, options-enhanced, and actively managed strategies, is partially shaped by investor demand for exposure to recent winners rather than enduring sources of return.

Investor Education ETF Investment Themes

13 May 2026

· Simon Turner

· 5 MIN READ

Are you Financially Fit? A 10-Step Annual Health Check for Your Portfolio

There’s a persistent misconception among investors that portfolio construction is a set-and-forget exercise. But much like physical health, financial fitness depends on consistent, disciplined work. This is because portfolios drift, risks evolve, and market conditions change.

Investor Education ETF Managed Fund

11 May 2026

· Simon Turner

· 8 MIN READ

How to Structure an SMSF Portfolio using Funds and ETFs

You’ve decided to join more than 1.2 million Australians in managing your own self-managed superannuation fund (SMSF), but where do you start to build your portfolio? Just as with any investment portfolio, you can make it as simple or as complicated as you like, but it needs to align with your investment strategy.

Managed Fund Investor Education

7 May 2026

· Sara Allen

· 10 MIN READ

Why Shorting is a Bad Idea for Most Investors

In recent years, shorting has migrated from the realms of professional hedge fund management into reach of individual investors en masse. That’s not necessarily a good thing.

Managed Fund ETF Investor Education

6 May 2026

· Simon Turner

· 7 MIN READ

Strategic Tailwinds: Why Momentum Investing is Not Performance Chasing

You may think of momentum as a basic strategy that involves buying whatever has gone up most recently. That would be unfair, though.

Investor Education ETF Managed Fund Investment Themes

4 May 2026

· Simon Turner

· 5 MIN READ

The Bigger Picture - May 2026

April confirmed what markets had begun to suspect: the global macro backdrop has changed. Higher geopolitical risk is now structurally entrenched. Markets have quickly adjusted to this unfortunate new reality across all asset classes. Geopolitical risk has reasserted itself as a primary driver of energy prices, inflation expectations, and capital flows. Investors still anchored to the old world of low inflation, cheap money, and frictionless globalisation risk being structurally mispositioned.

Investor Education Macro Investment Themes

3 May 2026

· Simon Turner

· 5 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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