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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

Private Credit: The Five Ways Investors Actually Lose Money

It’s easy to see why private credit has grown exponentially in recent years. Investors have been forced to think differently about their portfolios to generate growth, income and maintain capital protection. The alternatives category as a whole has surged in popularity, with private credit accompanying the rise.

Private Assets Managed Fund Investor Education

5 Mar 2026

· Sara Allen

· 13 MIN READ

Passive Is Winning the Flows — But Active May Be Gaining the Edge

Passive investing has reshaped global equity markets over the past decade. Record inflows into low-cost ETFs have led many investors to question whether active management still has a meaningful role.

Investor Education Managed Fund ETF

26 Feb 2026

· Jarrad Stuart

· 5 MIN READ

Australian vs Global Bond Funds: Currency Changes Everything

Following the exchange rate might be popular for those planning future international travel, but those planning their portfolios should not forget currency either. A shift in the exchange rate can mean an instant shift in the value or performance of your portfolio, depending on whether you have hedged any of your international exposures.

Fixed Interest Managed Fund Investor Education

26 Feb 2026

· Sara Allen

· 8 MIN READ

The Misunderstood Miner

Open a financial news app and you’ll be greeted with headlines of quarterly earnings misses, monthly economic data prints, and excitement about a 10-week trading update, with share prices swinging around in response.

Managed Fund

24 Feb 2026

· Chris Watson

· 8 MIN READ

Why Smart Investors Sell at the Worst Possible Time

Many investors think selling is an easy part of investing that doesn’t require a lot of thought. In contrast, buying is exciting. It requires an understanding of valuation numbers, corporate fundamentals, and the macro environment. For many investors, these are interesting challenges that are an enjoyable part of investing. Yet, selling feels to many like an administrative process that’s executed more out of necessity. It’s the dotting of the investment i’s and the crossing of the t’s that concludes the process.

Investor Education Managed Fund ETF

23 Feb 2026

· Simon Turner

· 7 MIN READ

The One Habit That Builds Wealth Faster Than Any Other

There’s a crossroads in the financial lives of most households when wealth growth is either ignited or postponed. It’s a single habit shift that’s simple, and far from glamorous.

Investor Education ETF Managed Fund

17 Feb 2026

· Simon Turner

· 6 MIN READ

Crypto’s Value Problem: Why Utility Isn’t Enough

Cryptocurrencies must surely be the most polarising asset class in the modern financial era. On the one hand, they promise decentralised finance, immutable digital money, and permissionless innovation.

Cryptocurrency & Blockchain ETF Managed Fund Investor Education

16 Feb 2026

· Simon Turner

· 7 MIN READ

Beginning 2026 With A Bang

This time of the year is always interesting due to the preponderance of investment outlooks that are penned in early-to-mid December. These publications wax lyrical on a variety of topics du jour but are often most useful in informing investors exactly where consensus expectations and biases lie across various asset classes. These publications are also slowly coming to grips with the new world order in geopolitics and how a seemingly structured 6-month view of the world can get blasted to smithereens in a few hours.

Fixed Interest Managed Fund Investor Education

13 Feb 2026

· Garreth Innes

· 7 MIN READ

Contrarian Investing in the Age of Real-World AI

we are in the midst of profound disruption. This is likely to be beyond a typical generational disruption that happens every 20-30 years. This technological singularity is expected to cause dramatic and irreversible changes to human civilization, far beyond typical generational disruptions such as electrification, the internet, or even current generative AI.

Technology Managed Fund Shares

13 Feb 2026

· Chris Watson & Simon Raubenheimer

· 13 MIN READ

A New Fed, a New Playbook: Kevin Warsh & the Next Phase of Global Markets

Trump’s nomination of Kevin Warsh as the next Fed Chairman may well mark a turning point for global investment markets.

Macro Managed Fund ETF Investor Education

11 Feb 2026

· Simon Turner

· 6 MIN READ

What Stability Means in an Unstable World

For a long time, stability was something many people barely thought about. If you stayed employed, avoided major mistakes and made reasonably sensible decisions, the system tended to reward you. Careers progressed in a fairly linear way. Property values rose over time. Superannuation ticked along quietly in the background. There were cycles, of course, but they felt familiar and manageable.

Managed Fund Investor Education

4 Feb 2026

· Shelby Clark

· 6 MIN READ

The Cheapest Commodity in the World Right Now

For most of financial history, oil has been the beating heart of the global economy as it has fuelled transport, industry, and economic growth. But in early 2026, oil may well hold a less impressive title: the cheapest major commodity in the world. It’s currently trading at a price that defies historical patterns and conventional market wisdom.

Investment Themes Managed Fund ETF

29 Jan 2026

· Simon Turner

· 7 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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