Latest Articles

Asset Allocation Secrets: The Thing with Risk

When you were attracted to the exciting world of investing, risk management probably wasn’t a primary drawcard. Worrying about all the things that could go wrong is at odds with the reasons most independent investors enjoy investing. Yet, the truth is it’s hard to succeed long term as an investor without mastering risk. So maybe it’s high time you turned this less-than-sexy skillset into an investment superpower.

Asset Allocation Investor Education Managed Fund ETF

20 Oct 2025

· Simon Turner

· 8 MIN READ

Asset Allocation Secrets: What Australia’s New Climate Goal Means for Investors

Whether or not you’re focused on the environmental implications of climate change, it’s a significant investment theme that’s here to stay.

ESG Investment Themes Managed Fund ETF

15 Oct 2025

· Simon Turner

· 8 MIN READ

Asset Allocation Secrets: How to Solve a Problem Like China

When Beijing throttled exports of rare-earth magnets in April 2025, carmakers from Detroit to Wolfsburg panicked. Production lines halted. Procurement experts scrambled for stock. What looked like a trade tiff was, in fact, the visible edge of a very deliberate strategy, one that has been unfolding quietly for nearly a decade.

Investment Themes Macro Asset Allocation Managed Fund

8 Oct 2025

· Simon Turner

· 7 MIN READ

Asset Allocation Secrets: The Impact of Shifting Demographics

Most investors think about demographics as a slow-moving structural force which is useful information, but doesn’t affect short term investment performance. However, over the next decade and beyond, demographics are likely to become a more prominent investment theme.

Asset Allocation Macro Investment Themes Investor Education

30 Sept 2025

· Simon Turner

· 7 MIN READ

Asset Allocation Secrets: Navigating Clear & Present Geopolitical Danger

If you follow the news, the world is probably feeling mighty unsafe right now, with geopolitical risks dominating the headlines. Of course, the media thrives on amplifying fear, so for investors the real question isn’t whether the news headlines are dramatic. That’s always the case. It’s whether the real geopolitical risks are material, and how they might affect investors’ portfolios looking forward.

Macro Asset Allocation Investor Education

22 Sept 2025

· Simon Turner

· 8 MIN READ

Asset Allocation Secrets: The Liquidity Illusion

Have you ever invested in a fund with the expectation that you’ll be able to sell your stake at a fair price, only to discover liquidity was non-existent when you eventually tried to sell? Welcome to the liquidity illusion, the time-worn tendency for investors to run for the exits at exactly the same moment only to discover the exit is closed.

Asset Allocation Investor Education Managed Fund ETF

15 Sept 2025

· Simon Turner

· 7 MIN READ

Rethinking private credit for income and defensive portfolios

Private credit has traditionally been classified within the 'alternatives' bucket of a portfolio and grouped with illiquid assets such as private equity, real estate, and infrastructure. For many investors, this category has made up no more than 10–20% of total portfolio allocations.

Investor Education Fixed Interest

29 Aug 2025

· Lauren Ryan

· 5 MIN READ

Finding Consistency & Low Correlation in Private Credit

Investor interest in private credit is growing, prompting many to explore how it fits within their broader asset allocation. Here, we examine two important features: correlation and consistency, and how to pick a manager with a track record that can deliver both.

Investor Education

15 July 2025

· Lauren Ryan

· 4 MIN READ

What’s Keeping Ray Dalio Up at Night?

The financial world isn’t short of voices claiming the end is nigh. It’s always been the case, and always will be the case.

Asset Allocation Macro Investor Education Managed Fund

14 May 2025

· Simon Turner

· 6 MIN READ

The US-Europe Fund Flow Dance

A year ago, the US equities story was the about the only investment game in town. How things have changed since the US tariffs were announced and the ‘Trump Dump’ began.

Asset Allocation Investment Themes Investor Education

30 Apr 2025

· Simon Turner

· 5 MIN READ

SMSF Loans: What Trustees Often Get Wrong

A growing number of Australians are turning to self-managed super funds (SMSFs) to take greater control of their retirement savings—and for many, property sits at the heart of that strategy. According to the latest ATO figures, SMSFs held $1.02 trillion in assets at the end of the December 2024 quarter. While listed shares remain the largest allocation, direct property makes up 16.5% of total SMSF assets.

Superannuation Accounts Investor Education

25 Apr 2025

· Ankita Rai

· 6 MIN READ

The Underappreciated World of Investment Bonds

As global markets swing between optimism and uncertainty like a pendulum, investors are increasingly on the lookout for alternative ways to fortify their portfolios.

Asset Allocation Investor Education

23 Apr 2025

· Simon Turner

· 5 MIN READ