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Being bearish sounds smart. Being bullish tends to pay. Here’s the evidence.

Markets have never lacked reasons to worry. There’s generally a long list of macro risks and challenges that need to be navigated. Yet the data on which investors succeed tells a clear story: cautious optimism has consistently outperformed pessimism.

Simon TurnerHead of Content (CFA)

5 Aug 2026

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

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

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

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Asset Allocation Secrets: How to Solve a Problem Like China

When Beijing throttled exports of rare-earth magnets in April 2025, carmakers from Detroit to Wolfsburg panicked. Production lines halted. Procurement experts scrambled for stock. What looked like a trade tiff was, in fact, the visible edge of a very deliberate strategy, one that has been unfolding quietly for nearly a decade.

Investment Themes Macro Asset Allocation Managed Fund

8 Oct 2025

· Simon Turner

· 7 MIN READ

Riding the Liquidity Wave Without Wiping Out

If you’ve noticed a change in the way markets have been functioning in recent years, you’re not wrong. The exponential growth of U.S. money supply, fuelled by decades of deregulation, cheap debt, and increasingly aggressive central bank stimulus has arguably changed the very nature of investing.

Macro Investor Education Managed Fund ETF

7 Oct 2025

· Simon Turner

· 6 MIN READ

Asset Allocation Secrets: The Impact of Shifting Demographics

Most investors think about demographics as a slow-moving structural force which is useful information, but doesn’t affect short term investment performance. However, over the next decade and beyond, demographics are likely to become a more prominent investment theme.

Asset Allocation Macro Investment Themes Investor Education

30 Sept 2025

· Simon Turner

· 7 MIN READ

The Ever-Widening U.S. Wealth Gap & Its Global Ripple Effects

Ready to be shocked? The bottom half of American households, some 65 million families, now own just 2.5% of total U.S. wealth. And at the other end of the spectrum, the top 1% controls wealth that outstrips the bottom 50% by more than $US40 trillion.

Macro Investor Education Managed Fund

24 Sept 2025

· Simon Turner

· 5 MIN READ

Asset Allocation Secrets: Navigating Clear & Present Geopolitical Danger

If you follow the news, the world is probably feeling mighty unsafe right now, with geopolitical risks dominating the headlines. Of course, the media thrives on amplifying fear, so for investors the real question isn’t whether the news headlines are dramatic. That’s always the case. It’s whether the real geopolitical risks are material, and how they might affect investors’ portfolios looking forward.

Macro Asset Allocation Investor Education

22 Sept 2025

· Simon Turner

· 8 MIN READ

Australia’s Economic Slide And How to Respond

There’s some sobering news to report. Despite being one of the world’s richest nations in personal wealth terms, Australia has slipped to 105th out of 145 countries in Harvard University’s Economic Complexity Index (ECI)

Macro Investor Education Managed Fund ETF

25 Aug 2025

· Simon Turner

· 6 MIN READ

Don’t Drink Too Much of the Kool-Aid as Market Speculation Hits an Extreme

Something is in the air across global investment markets of late. It’s hard to mistake the smell: greed. Global stock markets are riding a wave of speculation not seen since the dotcom boom or the post-pandemic retail frenzy. From Wall Street to the ASX, risk appetite is back with a vengeance. So what’s a steady-handed, long-term investor to do in the face of so much speculation?

Macro Investor Education

4 Aug 2025

· Simon Turner

· 6 MIN READ

The Warning Lights Few Are Watching

The global equity market landscape is starting to feel a bit surreal. Key valuation metrics are flashing red, geopolitical stress is escalating, Wall Street professionals are heading for the exits, and the macroeconomic signals are anything but straightforward. Yet, global stock indices are flirting with all-time highs while retail investors appear unfazed by the mounting risks.

Macro Investor Education

23 June 2025

· Simon Turner

· 6 MIN READ

The Importance of Holding Cash in this Precarious Market

The world has changed and global markets appear to be trying to tell investors something important: this is a time for caution, not bravado. As global economic and geopolitical uncertainties deepen, one of the most underrated advantages you can give yourself is simple but not easy: holding a sizeable cash weighting…

Macro Investor Education

9 June 2025

· Simon Turner

· 5 MIN READ

The Case for Global Diversification in a Fractured World

How fast markets change. After more than a decade of U.S. equity market dominance, the MSCI EAFE index, which tracks developed markets across Europe, Australasia, and the Far East, has outperformed the S&P 500 by 15% year-to-date (as of May 1st). In a world increasingly redefined by geopolitical tensions, inflation risks, and de-globalisation, investors are rightly asking: does this dramatic trend reversal signal a longer term turning point for the relative performance of U.S. versus global markets?

Managed Fund ETF Macro

2 June 2025

· Simon Turner

· 5 MIN READ

The US Bond Market is Telling a Worrying Story

The US bond market is sounding alarm bells at the moment. From rising Treasury yields to historic credit rating downgrades, the message is clear: the foundations of US economic credibility are under unprecedented strain.

Macro Investor Education

28 May 2025

· Simon Turner

· 4 MIN READ

What’s Keeping Ray Dalio Up at Night?

The financial world isn’t short of voices claiming the end is nigh. It’s always been the case, and always will be the case.

Asset Allocation Macro Investor Education Managed Fund

14 May 2025

· Simon Turner

· 6 MIN READ

The economic outlook: global, national and local

Chief Economist at Australian Retirement Trust, Brian Parker, explains the economic outlook at the moment, from a global, national and local point of view which is followed by a Q+A session with the CEO of InvestmentMarkets, Angelina Wu.

The economic outlook: global, national and local

In this economic update from the Chief Economist at Suncorp Group, Paul Brennan covers: - History suggests a US soft landing will be hard to achieve, even with the Fed starting to ease this month. - Markets are not priced for a recession, even a mild one would likely see a material correction in share prices and other risk assets. - The Chinese economy is too weak to offset the effects of a US recession. - Australia faces a challenging 18 months, even if it avoids a recession, as inflation is limiting the RBA’s degrees of freedom and China isn’t coming to the rescue

The economic outlook: global, national and local

Chief Economist at Bendigo and Adelaide Bank, David Roberston, explains the economic outlook at the moment, from a global, national and local point of view which is followed by a Q+A session with the CEO of InvestmentMarkets, Angelina Wu.

Macro

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Articles

Macro Articles

Being bearish sounds smart. Being bullish tends to pay. Here’s the evidence.

What Extreme Investor Optimism Is Telling Us

The Bigger Picture - August 2026

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

What Extreme Investor Optimism Is Telling Us

The Bigger Picture - August 2026

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

Explore 100's of investment opportunities and find your next hidden gem!

More Articles

Asset Allocation Secrets: How to Solve a Problem Like China

Riding the Liquidity Wave Without Wiping Out

Asset Allocation Secrets: The Impact of Shifting Demographics

The Ever-Widening U.S. Wealth Gap & Its Global Ripple Effects

Asset Allocation Secrets: Navigating Clear & Present Geopolitical Danger

Australia’s Economic Slide And How to Respond

Don’t Drink Too Much of the Kool-Aid as Market Speculation Hits an Extreme

The Warning Lights Few Are Watching

The Importance of Holding Cash in this Precarious Market

The Case for Global Diversification in a Fractured World

The US Bond Market is Telling a Worrying Story

What’s Keeping Ray Dalio Up at Night?

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The economic outlook: global, national and local

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