Managed Fund Articles

Mortgage funds have surged in popularity in recent years due to the attractive yields on offer which are backed by tangible property assets. However, as the sector matures and becomes more crowded, it’s more important than ever that investors understand not all funds are created equal. The vast spectrum of mortgage fund disclosure is also important to understand, since much of it is below the minimum level required by prudent investors.

While broader market sentiment remains clouded by geopolitical risks, rising U.S. government debt, and fears of a global economic slowdown, America’s wealthiest families are leaning into U.S. assets, not away from them.

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?

We wrote recently about how the DEI backlash has affected the ESG investment landscape. Long story short: it’s had a detrimental impact on US flows into ESG assets, although the long term arguments in favour of ESG investing arguably remain unscathed.

The managed fund versus ETF debate continues to rage across financial markets. Whilst some would argue that ETFs have been winning that debate for many years, there are compelling benefits of investing in managed funds alongside ETFs that are worth being aware of. Let’s unpack the nuances, and discover the benefits of a combined ETF/managed fund strategy…

They track well-known indexes. They have easy to understand themes. They’re straightforward to trade. Exchange-traded funds (ETFs) are here to stay as mainstream investment vehicles which make millions of investors’ lives easier. For most investors, choosing the right ETFs can be a pivotal step in building a successful investment portfolio. With the vast array of ETFs available, each tailored to different sectors, asset classes, and investment strategies, selecting the right ETFs requires careful consideration…

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.

Navigating the investment world can feel like a never-ending quest for the next big win. Investors all around the world pore over spreadsheets, dissect earnings reports, and dream of compounding their returns into the exponential returns the charts tell us are possible.

Research has long recognised the inconvenient truth that investment losses sting with around double the intensity of the joy an investment profit can bring. Hence, a gain of $10,000 makes you smile, but a loss of the same amount feels like a punch to the gut.

With the ASX 200 yielding a mere 3.5%, it’s not just lagging behind traditional term deposits but is also outshone by the enticing offers from private credit providers. When you throw into the mix the fact that ASX dividends are trending downwards, it’s no surprise that some investors are dismissing the once-popular dividend strategy.

As Trump’s tariffs continue to scare global markets, investors are increasingly searching for defensive assets positioned to deliver regardless of what comes out of the American commander-in-chief’s mouth.

Amidst this strange new world of trade wars and deteriorating geopolitical relationships, Australia finds itself in a peculiar position: a land of promise and opportunity wrestling with the spectre of mediocrity at a time when competitive advantage is everything. More than ever, the country’s future depends on rising above the apathy that’s taken hold of the economy…