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AI Is Changing Fund Management. Investors Need to Know What’s Changing Behind the Screen

AI has quickly established an integral role in fund managers’ investment processes. For most, it has already become an integral part of their investing machinery. Fund managers are using it to read more, screen faster, test risks earlier and monitor their portfolios across larger pools of data.

Simon TurnerHead of Content (CFA)

22 July 2026

Could AI Become the Next Strait of Hormuz for Investors?

Just when you thought the Trump administration had surprised investors into a state of expecting anything, they went and restricted foreign access to Anthropic’s advanced AI models due to national security concerns. Whilst those restrictions were later lifted, the incident highlighted how trigger-happy the US Government has become when it comes to interpreting what’s in the country’s national interests, including across the free markets the US used to advocate for.

Technology Investment Themes Investor Education

16 July 2026

· Simon Turner

· 8 MIN READ

Trading Has Gone Digital. Investors Need to Slow Down

Technology has made investing easier than ever. Australian investors can now buy shares, compare ETFs, research managed funds, watch market videos, read fund updates and place trades from their mobiles.

Technology ETF Investor Education

13 July 2026

· Simon Turner

· 8 MIN READ

Is AI Becoming a Bubble, or Just the Next Big Market Cycle?

The number of investors proclaiming they’ve made millions from AI infrastructure stocks is on the rise. That’s a dubious data point that’s surely synonymous with taxi drivers sharing the same hot stock picks near the peak of the market.

Technology Macro Investor Education Managed Fund ETF

15 June 2026

· Simon Turner

· 8 MIN READ

Could AI Become the Next Strait of Hormuz for Investors?

Technology Investment Themes Investor Education

16 July 2026

· Simon Turner

· 8 MIN READ

Trading Has Gone Digital. Investors Need to Slow Down

Technology ETF Investor Education

13 July 2026

· Simon Turner

· 8 MIN READ

Is AI Becoming a Bubble, or Just the Next Big Market Cycle?

Technology Macro Investor Education Managed Fund ETF

15 June 2026

· Simon Turner

· 8 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

Learning from the ‘AI Stock God’s’ Extraordinary Performance

One of the best ways to improve your performance as an investor is to learn from those who have mastered the craft.

Investor Education Technology ETF

3 June 2026

· Simon Turner

· 10 MIN READ

Beyond Silicon: Why Photonics Could Become the Next Major Investment Theme

Every technological revolution eventually runs into a physical constraint. For AI, it’s becoming clear that bandwidth and energy are the main barriers the technology needs to navigate. The enormous computing clusters used to train and run modern AI models now consume staggering amounts of electricity and generate unprecedented data traffic between chips, servers and data centres.

Technology ETF Investor Education

18 Mar 2026

· Simon Turner

· 6 MIN READ

Software risk or renaissance?

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.

Technology Managed Fund Investor Education

17 Mar 2026

· Adrian Lu

· 6 MIN READ

We Road Test ChatGPT’s Financial Planning Capabilities

One of the great emerging benefits of AI is that it allows self-directed investors to take better control of their financial destinies. With its fast-improving capabilities, valuable financial advice may be available at your fingertips. Or so the theory goes.

Investor Education Technology ETF

2 Mar 2026

· Simon Turner

· 8 MIN READ

The AI Inflection Point: What It Means for Investors

How many times have you heard people talk down AI’s role in the future of humanity? We’ve all heard the feedback: ‘It’s unreliable’, ‘It will never replace humans for anything but low-value jobs,’ and ‘It’s all a flash in the pan.’ But what if these excuses are simply defensive responses because the truth is too earth-shattering to accept: the productivity promise of AI is already real.

Technology Macro Investor Education

1 Mar 2026

· Simon Turner

· 8 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

AI bubble or not: Resilient Tech Investing for your Portfolio

With the market trading near record highs, driven largely by big tech, valuations in parts of the market look expensive. Retail investors are still pouring into the technology sector, while some consultancies, like Mckinsey, are warning of the elevated costs required to fuel the sector’s continued growth. Some industry experts, including the Bank of England, are suggesting caution is warranted, while others, like Scion Asset Management’s Michael Burry, are pulling their money completely from the market.

Technology Managed Fund ETF Investor Education

20 Nov 2025

· Sara Allen

· 6 MIN READ

Beyond the Search box: what is the future of Search in the age of AI?

For two decades, the search box has been the undisputed gateway to the internet. But this familiar landscape is undergoing a transformational change, driven by the rapid emergence of Generative AI (GenAI).

Technology Investment Themes Investor Education

31 Oct 2025

· Magellan Global team

· 5 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

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

Three trends worth befriending for the coming decade

It’s easy to get caught up in the day-to-day details of investing, which means it’s also easy to lose sight of the bigger picture trends which are likely to continue driving investment returns. With long-term outperformance in mind, here are three investment trends worth befriending for the coming decade…

Investment Themes Investor Education Technology

5 Feb 2025

· Simon Turner

· 5 MIN READ

What investors need to know as AI grows up to become AGI

Does the acronym AGI inspire the same mix of excitement and terror in you as AI does? Probably not, but that may change soon. AGI stands for Artificial General Intelligence. The difference between AI and AGI is that Artificial General Intelligence is at least as good as human intelligence for a wide range of tasks that require intelligence. According Sam Altman, the CEO of OpenAI, AGI is coming this year which means that, for the first time in history, ‘computers will be able to automate the great majority of intellectual labour’. In other words, many of us were right to worry that artificial intelligence is indeed coming for our jobs. The ramifications are also significant for investors…

Technology Investment Themes ETF Shares

15 Jan 2025

· Simon Turner

· 7 MIN READ

Proptech Trends 2023 and Beyond

Josh Callaghan from Little Hinges presents 'Proptech Trends 2023 and Beyond' at the InvestmentMarkets 2023 Virtual Investment Seminar.

Property Technology

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