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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

Does the ASX Offer the Income Generation Potential It Once Did?

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.

Managed Fund Investor Education

6 May 2025

· Simon Turner

· 6 MIN READ

Commercial Property may be Ready to Play Defence

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.

Property & Construction Managed Fund Investor Education

24 Apr 2025

· Simon Turner

· 5 MIN READ

The Mediocre Country Syndrome: How Australia is Positioned in this Strange New World

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…

Macro Managed Fund Asset Allocation

16 Apr 2025

· Simon Turner

· 6 MIN READ

Active Fixed Income Management is Back in the Game

As markets wobble in the wake of President Trump’s tariffs, bonds are stepping up to the plate, providing a safe haven for investors while stocks plummet. Most bond ETFs and managed funds have started outperforming, with many reaching performance heights not seen in months.

Fixed Interest Managed Fund Investor Education

14 Apr 2025

· Simon Turner

· 6 MIN READ

Zigging in Private Credit when Everyone Else is Zagging

After our recent investor event, we sent out a survey regarding the topics investors would like to hear more about. One asset class dominated all others in the feedback: private credit. Investors were clear: the prospect of solid risk-adjusted returns without the volatility of listed markets is fuelling their interest in private credit.

Fixed Interest Managed Fund Investor Education

9 Apr 2025

· Simon Turner

· 7 MIN READ

How AI Will Change Investing Forever

The only thing that’s certain is change. The world of investing is no exception. Long gone are the days when a stockbroker with encyclopedic knowledge of the markets was your best ally. Welcome to the era of AI in which algorithms, data crunching, and predictive analytics are the game-changers for many investors.

Investor Education Technology Managed Fund

7 Apr 2025

· Simon Turner

· 6 MIN READ

A Shortcut to Make More Money While You Sleep

Most investors’ picture of financial independence involves streams of money flowing their way without any effort on their parts. It’s this lack of effort, this ability to make money while we sleep, that allows us to do all the things we’ve always dreamt of—like travelling or sipping cocktails at the beach.

Managed Fund ETF Investor Education

31 Mar 2025

· Simon Turner

· 7 MIN READ

Time to Diversify: Multi-Asset Investing is Ready to Shine

The concept of diversification has long been foundational to most investment strategies. However, the rise of the Magnificent 7 in recent years seemed to disprove its benefits to large swathes of the global investment community. As a result, millions of investors have been ‘all-in’ on the same trade. That was then and this is now. The world has changed in profound ways since Trump’s inauguration, and markets have been reminded of the benefits of diversification. The stage is surely set for a resurgence in multi-asset investing…

Asset Allocation Investment Themes Managed Fund

26 Mar 2025

· Simon Turner

· 5 MIN READ

Why semiconductors are driving future innovation

Semiconductors are the essential components powering a vast array of electronic devices we use daily. Investment Analyst Adrian Lu explains how the semiconductor industry has experienced rapid growth and is set to continue expanding. Adrian highlights the industry’s robust outlook and discusses DeepSeek’s innovative entrance into the sector, which has made AI models cheaper and more efficient to build and run. He also provides insights on TSMC, a high-quality company that stands out as a key player in the sector due to its unique role in the semiconductor value chain.

Technology Managed Fund Investor Education

17 Mar 2025

· Adrian Lu

· 4 MIN READ

Powering demand and supply: Investing in utilities

The US energy landscape is being reshaped by the growing influence of AI, data centres, and the return of manufacturing. As energy demand soars, a diverse mix of energy sources, including nuclear power, natural gas and renewables, is shaping the landscape. Investment Analyst Fiona Wu delves into this dynamic environment, highlighting the exciting investment opportunities it presents, particularly for regulated utilities. She also provides insights into the companies that are effectively capturing this demand and expanding their operations.

Utilities Investor Education Managed Fund

17 Mar 2025

· Fiona Wu

· 6 MIN READ

Can the Energy Sector Bounce Back?

Here’s a shocking stat for energy investors: the energy sector comprises only 3% of the S&P 500’s value, down from 30% in 1980. That’s serious underperformance. It’s understandable why only the most ardent of energy bulls currently own what remains of the energy sector’s once great market cap. But we all know Warren Buffet’s famous quote about buying when others are fearful. Could it be that this is one of those moments for the energy sector? Will it rise like a phoenix from the ashes at the very moment it’s been written off and ignored by most investors?

Mining, Resources & Energy Managed Fund ETF

10 Mar 2025

· Simon Turner

· 6 MIN READ

Private Credit in the Ascendancy

There aren’t many asset classes which have grown as consistently as private credit in recent years. More and more investors are allocating a portion of their fixed income capital to this fast growing asset class. For good reason. The solid risk-adjusted returns available in private credit provide welcome stability and predictability to investors’ portfolios.

Fixed Interest Managed Fund Asset Allocation

5 Mar 2025

· Simon Turner

· 4 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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