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Investor Education · Managed Fund · 7 MIN READ

Know Thyself: The Hardest Investment Skill to Master

Ask most investors what determines their long-term returns and they’ll most likely talk about their asset allocation, the way they select their fund managers or their track records at getting macro calls right.

Simon TurnerHead of Content (CFA)

10 Aug 2026

Best Way to Invest 500K in Australia: Smart Strategies for 2026

If you're planning to invest $500,000 in Australia in 2026, the timing may be in your favour. With the Reserve Bank holding the cash rate steady at 3.6% and markets entering a phase of cautious recovery, investors are navigating a landscape shaped by stabilising inflation, firmer demand, and new appetite for resilient, income-producing assets.

Property Managed Fund

4 Aug 2026

· Exceed Capital

· 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

Best Way to Invest 500K in Australia: Smart Strategies for 2026

Property Managed Fund

4 Aug 2026

· Exceed Capital

· 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

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 Weird & Wonderful World of Fixed Income

Fixed income investing has long been seen as the sober counterpart to the wilder ride typical of equity investing. Investors generally invest in fixed income with the expectation of reliable income returns and capital preservation.

Fixed Interest Managed Fund Investor Education

24 June 2025

· Simon Turner

· 5 MIN READ

Are You a Victim of Home Market Bias?

One of the more common and financially painful biases to be aware of is home market bias. It’s a major issue for Australian investors.

Investment Themes Managed Fund ETF Investor Education

18 June 2025

· Simon Turner

· 6 MIN READ

Don’t Overlook Small Caps After Twelve Years of Underperformance

Small cap stocks have long been the hunting ground of discerning investors seeking outperformance through the market inefficiencies that exist in this less-followed corner of the market.

Investment Themes Managed Fund Investor Education

16 June 2025

· Simon Turner

· 5 MIN READ

How to Select a High-Quality Mortgage Fund & an Example

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.

Fixed Interest Managed Fund Investor Education

13 June 2025

· Simon Turner

· 8 MIN READ

Why U.S. Family Offices Are Going Longer America

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.

Managed Fund ETF Investor Education

4 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

Can Impact Investing Sidestep the Challenges of its Big Brother, ESG?

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.

ESG Managed Fund Investor Education

26 May 2025

· Simon Turner

· 6 MIN READ

Why Managed Funds & ETFs Happily Coexist in Most Portfolios

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…

Managed Fund ETF Investor Education

21 May 2025

· Simon Turner

· 6 MIN READ

Finding the Wood for the Trees Amidst the ETF Universe

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…

ETF Managed Fund Investor Education

19 May 2025

· Simon Turner

· 7 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

Unlocking Abundance Through High Standards

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.

Investor Education Managed Fund

12 May 2025

· Simon Turner

· 6 MIN READ

Think You Can Time the Market? Think Again

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.

Investor Education Managed Fund

7 May 2025

· Simon Turner

· 5 MIN READ

The Value of Unlisted Property Funds in Investment Portfolios

John Di Monda, CEO and Fund Manager at GDA Group explains why unlisted property funds can provide a stable, income-generating, and low-volatility component within a diversified investment portfolio. Understanding the differences between unlisted and listed property funds can also highlight how unlisted property funds can be a more compelling opportunity for long-term investors.

Property Managed Fund Asset Allocation

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Navigation Opportunity in Current Global Equities Markets

12:41

25 Nov 2025

Navigation Opportunity in Current Global Equities Markets

In this presentation Nick & Jarrad, Portfolio Managers at Sharpbridge explore how global equity markets can offer diversified growth opportunities and resilience amid shifting economic cycles.

Shares Asset Allocation Managed Fund

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Professional Partnerships: A Rare, Defensive Asset Class Now Open to Investors

17:31

25 Nov 2025

Professional Partnerships: A Rare, Defensive Asset Class Now Open to Investors

Luke Moore, CEO at Oreana Investments explains that their Professional Partners Fund provides access to established, profitable professional services businesses — an asset class with high barriers to entry and strong defensive characteristics. Drawing on Oreana’s proven track record and institutional expertise, the Fund is now selectively open to outside investors for the first time.

Managed Fund Private Assets Alternative Investment

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