Most people’s experience of artificial intelligence has been the chatbot: ask a question, get an answer. That use is still growing. What is changing—and what matters for Contrarius’ Funds—is the next layer of demand.
Most people’s experience of artificial intelligence has been the chatbot: ask a question, get an answer. That use is still growing. What is changing—and what matters for Contrarius’ Funds—is the next layer of demand.
Emerging markets (EMs) entered 2026 with strong structural momentum behind them, but the escalation of conflict in Iran has introduced a new layer of geopolitical risk that’s reshaping capital flows, commodity dynamics, and currency regimes.
Imagine needing to withdraw your investment from a fund and being unable to. This is the exact dilemma that investors all over the world have faced. For some, it has been temporary. For others, their money has never been recovered.
When investors think about consistent income and risk management, mortgage funds are usually not front of mind. After all, their association with residential mortgage-backed securities can deter investors who remain cautious following the US subprime crisis that triggered the GFC. Those investors should bear in mind that Australia’s far more tightly regulated market offers protection against many of the same issues.
Artificial intelligence (AI) is driving a structural shift across the technology landscape. This transition has sparked recent fear regarding the long-term viability of traditional software vendors and their established business models. Much of this fear stems from the perceived disruptive threat of AI challengers and the falling cost of software development.
If you’ve ever opened a performance report from one of your investments and then been disappointed by the actual dollar amount hitting your bank account, you’ll be very familiar with the concept that fees erode returns.
Investors are generally taught to focus on average returns as a gauge of investment success. This makes intuitive sense to most. Over the long run, developed market equities have delivered average returns of around 10% p.a. That solid result has reinforced the advice: stay invested, reinvest your dividends and compounding will do the heavy lifting for you.
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.
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.
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.
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.
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.
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.