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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

Stop Being a Slave to Money: 10 Steps to Financial Independence

Most investors dream of achieving financial independence. The prospect of controlling your own time, being free to live life on your terms, and reclaiming money’s control over your life are powerful incentives.

Investor Education Managed Fund ETF

3 Mar 2025

· Simon Turner

· 7 MIN READ

2025’s Match of the Year: Growth vs Value

Welcome to 2025’s investment style match: between growth versus value stocks. The audience are fired up and ready for an exciting competition. Some of you may remember that last year’s winner, value stocks, ended up underperforming in 2024. You may feel tempted to blame the referee. Fair dues. But that’s the nature of the investing game. You can make the right call based on the data, and still be wrong. Short term market sentiment is often the over-riding swing factor and is hard to predict. So this year’s match will once again be based on the best available data — with all the usual caveats. The two teams will be tested against one another on four key factors for a steer as to which investment style is best positioned to outperform during 2025…

Investment Themes Managed Fund ETF

19 Feb 2025

· Simon Turner

· 6 MIN READ

If Jesse Livermore were advising investors how to make money in 2025

If you’ve read many classic investment books, you’ve probably come across Reminiscences of a Stock Operator by Edwin Lefèvre, which brings to life Jesse Livermore’s fascinating journey as a stock investor and trader. Whilst Jesse Livermore is famous for losing his money just as fast as he made it, many people regard him as one of the greatest traders and investors ever to have lived.

Investor Education Managed Fund ETF

17 Feb 2025

· Simon Turner

· 5 MIN READ

Why lazy investors make more money

Are you a lazy investor? Or do you watch your portfolio each day like a hawk with a view to trading whenever necessary?

Investor Education Managed Fund ETF

3 Feb 2025

· Simon Turner

· 6 MIN READ

Prepare for a resurgence of the healthcare sector

2024 was a bumpy ride for global healthcare investors with the sector lagging most economically sensitive sectors. There were also sector-specific challenges to navigate in the form of margin pressure, workforce shortages, and digital disruption. But at this juncture, the global healthcare sector’s fundamentals are stronger than ever thanks to a step-change in recent innovation as well as favourable demographic changes. Investors should arguably position themselves for a sector recovery…

Healthcare & Medical Investment Themes Managed Fund Investor Education

29 Jan 2025

· Simon Turner

· 5 MIN READ

Time to revisit your commercial property fund weighting

Investing in commercial property funds has been unusually painful for investors in recent years. Rather than paying out rock-solid distributions and grinding out gradual capital gains each year as investors expected, the headwinds created by rising interest rates and the pandemic severely impacted the asset class.

Property Managed Fund Investor Education

20 Jan 2025

· Simon Turner

· 6 MIN READ

What the DEI backlash means for ESG investing in 2025

Does going woke mean going broke in 2025? ESG investors have certainly had their challenges to contend with in recent years, not least of which has been the global pushback against diversity, equality & inclusion (DEI) as a core ESG strategy. We investigate why the DEI backlash has happened and what it means for ESG investors looking forward.

ESG Investment Themes Managed Fund

16 Jan 2025

· Simon Turner

· 6 MIN READ

Don’t overlook active equity funds for long-term gains

Many investors lack the time, expertise, or desire to manage their stock portfolios, making actively managed equity funds an easy and practical solution. Unlike passive funds, which simply track the market, active equity funds employ stock-picking and strategic adjustments to target objectives like growth, income, or diversification. This active approach allows fund managers to capitalise on market opportunities and adapt to changing conditions.

Managed Fund Shares Investor Education

11 Dec 2024

· Ankita Rai

· 6 MIN READ

Debunking the myths about what the rise of ETFs is doing to the market

It’s a popular pastime for professional and individual investors to bemoan the impacts the rise of passive funds is having on markets. However, recent Goldman Sachs research questions the validity of this argument. We use that research as we embark on a myth-debunking journey.

ETF Managed Fund Investor Education

12 Nov 2024

· Simon Turner

· 5 MIN READ

Why rate cuts aren’t bad news for mortgage funds

With interest rates at a decade-high and the RBA signalling potential rate cuts sometime next year, the current yields on mortgage funds present an attractive opportunity. Mortgage funds have gained traction as higher interest rates have made lending to the commercial real estate sector increasingly attractive. This shift has occurred while traditional property investments such as real estate investment trusts are facing significant valuation challenges. According to a recent report by investment firm Zagga, more investors are gravitating toward private real estate debt for property exposure in order to avoid the volatility typically associated with property markets. This trend is fuelled b

Property Managed Fund Investor Education

31 Oct 2024

· Ankita Rai

· 4 MIN READ

The seismic shifts afoot in fixed income markets

More than a few fund managers have highlighted that fixed income investing these days is a world away from what it used to be. They’d be right. The very structure of global fixed income markets has changed since the Global Financial Crisis. As with all structural shifts, it pays to revisit the here and now on occasion to ensure your current strategy is fit for purpose. The reality is the strategies necessary to generate alpha in fixed income markets are different from the past.

Fixed Interest Managed Fund ETF

28 Oct 2024

· Simon Turner

· 5 MIN READ

The Fed’s cut may be the starter gun for small cap outperformance

With the Fed initiating a rate cutting cycle in September, investors are increasingly focusing on asset classes positioned to outperform in a falling rate environment. Enter smaller companies. Historically, small-cap stocks have outperformed their larger counterparts during periods of declining interest rates — and this trend seems to be taking hold as both global and domestic small-cap benchmarks have shown improved performance in recent months.

Asset Allocation Managed Fund Shares

24 Oct 2024

· Ankita Rai

· 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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