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The Hunt for Real Yield: How to Outpace Inflation Without Leaving the Bond Market

FIXED INTERESTMANAGED FUNDINVESTOR EDUCATION

Thu 30 Oct 2025
The Hunt for Real Yield: How to Outpace Inflation Without Leaving the Bond Market
Analysing inflation-linked ETFs & funds, credit spreads and global income rotations. Between inflation and market activity, investors in fixed income have had their work cut out for them. Post the GFC, rates remained low and investors in many instances were forced to look towards higher risk assets, like equities or more recently, private markets, for yield.
Asset Allocation Secrets: The Thing with Risk

ASSET ALLOCATIONINVESTOR EDUCATIONMANAGED FUNDETF

Mon 20 Oct 2025
Asset Allocation Secrets: The Thing with Risk
When you were attracted to the exciting world of investing, risk management probably wasn’t a primary drawcard. Worrying about all the things that could go wrong is at odds with the reasons most independent investors enjoy investing. Yet, the truth is it’s hard to succeed long term as an investor without mastering risk. So maybe it’s high time you turned this less-than-sexy skillset into an investment superpower.
Asset Allocation Secrets: What Australia’s New Climate Goal Means for Investors

ESGINVESTMENT THEMESMANAGED FUNDETF

Wed 15 Oct 2025
Asset Allocation Secrets: What Australia’s New Climate Goal Means for Investors
Whether or not you’re focused on the environmental implications of climate change, it’s a significant investment theme that’s here to stay.
The Canary in the Private Credit Coalmine

PRIVATE ASSETSFIXED INTERESTMANAGED FUND

Mon 13 Oct 2025
The Canary in the Private Credit Coalmine
Savvy investors are always on the lookout for the proverbial canary in the coalmine, particularly when markets keep hitting all-time highs with seemingly unstoppable momentum.
Asset Allocation Secrets: How to Solve a Problem Like China

INVESTMENT THEMESMACROASSET ALLOCATIONMANAGED FUND

Wed 8 Oct 2025
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.
Riding the Liquidity Wave Without Wiping Out

MACROINVESTOR EDUCATIONMANAGED FUNDETF

Tue 7 Oct 2025
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.
Who’s Borrowing from Non-Bank Lenders & Why Investors Should Care

MANAGED FUNDINVESTOR EDUCATION

Fri 3 Oct 2025
Who’s Borrowing from Non-Bank Lenders & Why Investors Should Care
Non-bank lending has increasingly become an integral part of Australia’s financial system, serving a much-needed segment of the market. For investors, non-bank lending provides access to loans secured against assets which may generate income – for example, in the case of the asset being property, from the borrower’s mortgage repayments.
The Ever-Widening U.S. Wealth Gap & Its Global Ripple Effects

MACROINVESTOR EDUCATIONMANAGED FUND

Wed 24 Sept 2025
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.
The ASIC crystal ball: Potential private credit risk areas of concern

PRIVATE ASSETSMANAGED FUNDINVESTOR EDUCATION

Mon 22 Sept 2025
The ASIC crystal ball: Potential private credit risk areas of concern
The Australian private credit market has grown rapidly in recent years. Once considered a niche investment strategy, it has become mainstream, attracting capital from a range of sources seeking yield in a low-rate world.
Renewable energy investment: gloom or boom?

INFRASTRUCTUREMANAGED FUND

Thu 18 Sept 2025
Renewable energy investment: gloom or boom?
A unique characteristic of high-quality, defensive listed infrastructure companies is their sustained investment profile through the economic cycle. With this in mind, we look to secular trends for opportunities to enhance real growth. One such trend is investment in renewable energy, which is sustaining robust growth despite political headwinds and appears positioned for strong ongoing gains.
Introducing Syndicated Loans as a Yield Enhancer

FIXED INTERESTMANAGED FUNDINVESTOR EDUCATION

Wed 17 Sept 2025
Introducing Syndicated Loans as a Yield Enhancer
It’s well known that most Australian portfolios are overweight equities to the detriment of their debt exposure. It’s easy to understand why. Local and global equities have performed strongly over the long term, and particularly since the pandemic selloff. It’s also easier for most investors to understand equities than debt.
Asset Allocation Secrets: The Liquidity Illusion

ASSET ALLOCATIONINVESTOR EDUCATIONMANAGED FUNDETF

Mon 15 Sept 2025
Asset Allocation Secrets: The Liquidity Illusion
Have you ever invested in a fund with the expectation that you’ll be able to sell your stake at a fair price, only to discover liquidity was non-existent when you eventually tried to sell? Welcome to the liquidity illusion, the time-worn tendency for investors to run for the exits at exactly the same moment only to discover the exit is closed.

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