Latest Articles

The Mediocre Country Syndrome: How Australia is Positioned in this Strange New World

Amidst this strange new world of trade wars and deteriorating geopolitical relationships, Australia finds itself in a peculiar position: a land of promise and opportunity wrestling with the spectre of mediocrity at a time when competitive advantage is everything. More than ever, the country’s future depends on rising above the apathy that’s taken hold of the economy…

Macro Managed Fund Asset Allocation

16 Apr 2025

· Simon Turner

· 6 MIN READ

Protect your Wealth from the Greedy Hands of Inflation

In most developed markets, including Australia, higher interest rates have tempered inflation but it’s proving stickier than most central bankers expected. In short, the journey to tame inflation is taking longer than expected and remains far from won.

Property Asset Allocation

2 Apr 2025

· Simon Turner

· 6 MIN READ

Time to Diversify: Multi-Asset Investing is Ready to Shine

The concept of diversification has long been foundational to most investment strategies. However, the rise of the Magnificent 7 in recent years seemed to disprove its benefits to large swathes of the global investment community. As a result, millions of investors have been ‘all-in’ on the same trade. That was then and this is now. The world has changed in profound ways since Trump’s inauguration, and markets have been reminded of the benefits of diversification. The stage is surely set for a resurgence in multi-asset investing…

Asset Allocation Investment Themes Managed Fund

26 Mar 2025

· Simon Turner

· 5 MIN READ

Learning from the permabears without becoming a pessimist

Have you ever met a true permabear? It sometimes seems like this pessimistic breed of investors are preprogramed to celebrate all bad news and criticise all good news.

Macro Asset Allocation Commodities

18 Mar 2025

· Simon Turner

· 6 MIN READ

Private Credit in the Ascendancy

There aren’t many asset classes which have grown as consistently as private credit in recent years. More and more investors are allocating a portion of their fixed income capital to this fast growing asset class. For good reason. The solid risk-adjusted returns available in private credit provide welcome stability and predictability to investors’ portfolios.

Fixed Interest Managed Fund Asset Allocation

5 Mar 2025

· Simon Turner

· 4 MIN READ

Let the weaker Aussie dollar work for you

As the US dollar continues its inexorable rise, the Aussie dollar has been left in its wake over the past four months. Whilst that’s bad news if you want to travel to the US, it’s good news for investors who are positioned to benefit…

Macro Currency, Crypto and ICO Asset Allocation

10 Feb 2025

· Simon Turner

· 5 MIN READ

The great global earnings expectations divergence

We all know the US has been attracting investment capital from all around the world at an unprecedented rate. What may be more surprising to some investors are the growing global divergences of earnings growth expectations by region, as well as within the US.

Macro Asset Allocation Investor Education

28 Jan 2025

· Simon Turner

· 5 MIN READ

Crystal ball gazing at 2025

Happy new year! We hope it’s a healthy and happy one for you. While no one knows exactly what’s coming in the year ahead, most investors will be asking themselves similar questions as the new year begins. For example, will 2025 be a repeat of 2024’s US-led market resilience and euphoria? Or will markets follow a different playbook this year which requires investors to make tactical adjustments? With these questions in mind, it’s time to do our best at crystal ball gazing to help investors make sense of what may be coming in 2025…

Investment Themes Investor Education Asset Allocation

31 Dec 2024

· Simon Turner

· 12 MIN READ

The fast improving investment case for listed property funds

After a challenging period, the outlook for Australia's interest rate-battered property funds is improving. Stabilising borrowing costs and the prospect of a rate cut next year are paving the way for a market recovery. With attractive valuations and strong income growth, listed property funds invest in portfolios of Australian Real Estate Investment Trusts (or A-REITs) are poised for solid gains, especially as early signs of recovery are emerging across the retail, industrial and office sectors.

Property Investor Education Asset Allocation

5 Dec 2024

· Ankita Rai

· 6 MIN READ

Agriculture: an overlooked asset class with powerful tailwinds

Most investment portfolios have limited exposure to agriculture, but this under-represented sector is as an attractive asset class, driven by rising global food demand, shrinking arable land, and resource scarcity. While the global trends of population growth and a rising Asian middle class have long supported agricultural demand, supply constraints—exacerbated by the pandemic and geopolitical tensions—have created powerful tailwinds for agricultural investments.

Investor Education Asset Allocation Investment Themes

29 Nov 2024

· Ankita Rai

· 4 MIN READ

The asset allocation secret Howard Marks believes more investors need to understand

Less-young investors may remember the days when asset allocation was as simple as translating your age into a percentage which represented the amount of your portfolio that should be invested in lower risk, fixed income opportunities with the balance to be invested into higher risk assets like equities. How the investment world has changed since those simpler days! Asset allocation has evolved into a more nuanced and complex decision-making process which needs to address a much larger universe of available asset classes, as well as some profound market shifts.

Asset Allocation Investor Education

26 Nov 2024

· Simon Turner

· 7 MIN READ

The CRED advantage: equity-like returns with the security of debt

With interest rates remaining elevated, commercial real estate debt (CRED) funds have emerged as an increasingly attractive option for investors. Offering stable, income-generating opportunities and attractive, risk-adjusted returns, these funds are gaining ground as one of the fastest-growing segments of the private debt market. Despite challenges in the broader real estate sector, including declining office valuations, structural tailwinds like housing undersupply in key markets, population growth, and the rise of e-commerce and data centres are driving long-term demand for CRED.

Property Alternative Investment Investor Education Asset Allocation

22 Nov 2024

· Ankita Rai

· 5 MIN READ