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Fixed Interest · Managed Fund · 7 MIN READ

Fixed Income Trade Offs

Fixed income is often described as the defensive part of an investment portfolio. For many investors, it is expected to provide regular income, reduce reliance on share market returns and help smooth the overall investment journey. That description is broadly right. But it can also create an unrealistic expectation that fixed income investing is simple, safe and always stable.

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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.

5 Mar 2025
 · 4 MIN READ

Navigating Turbulent Times: A Bond Investor's Perspective

Multifaceted geopolitical and economic tensions threaten to disrupt the delicate balance of the world order. Economic forecasts, once predictable, now fluctuate like erratic cyclonic winds. The threats of recession are delicately balanced with interest rate policies that continue to reduce inflation. The threat of tariffs, like an unexpected frost, is decimating established supply chains, creating trade wars. The slowing growth of China casts a long shadow over commodity prices, easing our local markets into the shade. Finally, we have The Trump Effect, whereby long-held economic and geopolitical policies are being upended to create a new world disorder.  Altogether, there is a deep sense of unease amongst investors. It’s a stark warning that we may be facing significant and unpredictable headwinds in 2025. Hence, many investors want predictability and investment safe havens that provide protection from future storms.

28 Feb 2025
 · Tim Lea
 · 6 MIN READ

Dos and Don'ts of Investing an Inheritance

Have you recently inherited wealth—or expect to? If so, you’re probably wondering: what’s the smartest way to use this money? An inheritance can be a game-changer for your financial future. It has the potential to create long-term security, grow your wealth, and even provide for future generations. But without a clear strategy, it can disappear faster than expected. Studies show that 70% of intergenerational wealth transfers fail—not because of bad luck, but because of rushed decisions, emotional spending, and poor planning.

27 Feb 2025
 · 5 MIN READ

What the US Sovereign Wealth Fund & Gold are warning us

You’ll have noticed that Trump’s presidency has started with Change with a capital C. He’s breaking laws, circumventing Congress, and encouraging Elon Musk to dismantle government departments. Most legal scholars agree the US is in a constitutional crisis. Amidst the chaos, Trump announced he’s introducing a Sovereign Wealth Fund. The idea has been mooted for some time so this wasn’t a surprise, but it may mean more to investors that is apparent at this juncture…

26 Feb 2025
 · 6 MIN READ

Why You Need a Financial Plan ASAP

The financial landscape is changing at an unprecedented pace, making it more critical than ever for Australian investors to have a solid investment plan. Over the past year, major forces such as AI-driven tech optimism and geopolitical uncertainty have reshaped global markets.

20 Feb 2025
 · 5 MIN READ

2025’s Match of the Year: Growth vs Value

Welcome to 2025’s investment style match: between growth versus value stocks. The audience are fired up and ready for an exciting competition. Some of you may remember that last year’s winner, value stocks, ended up underperforming in 2024. You may feel tempted to blame the referee. Fair dues. But that’s the nature of the investing game. You can make the right call based on the data, and still be wrong. Short term market sentiment is often the over-riding swing factor and is hard to predict. So this year’s match will once again be based on the best available data — with all the usual caveats. The two teams will be tested against one another on four key factors for a steer as to which investment style is best positioned to outperform during 2025…

19 Feb 2025
 · 6 MIN READ

If Jesse Livermore were advising investors how to make money in 2025

If you’ve read many classic investment books, you’ve probably come across Reminiscences of a Stock Operator by Edwin Lefèvre, which brings to life Jesse Livermore’s fascinating journey as a stock investor and trader. Whilst Jesse Livermore is famous for losing his money just as fast as he made it, many people regard him as one of the greatest traders and investors ever to have lived.

17 Feb 2025
 · 5 MIN READ

Financial planning for big life events: What you need to know

Financial planning isn’t just about growing wealth—it’s about being prepared for life’s unexpected turns. From marriage and divorce to receiving an inheritance, major life events can catch people off guard. Even planned milestones—such as buying a home, raising children, or retiring—can create financial strain without proper preparation.

13 Feb 2025
 · 6 MIN READ

Are you and money getting along?

An important question for you … how are you and money getting along at the moment? It’s an important question because money is a core part of success, and is hard for most of us to disconnect from success as a concept. Moreover, when you’re getting on well with money, you’re fuelling the lifeblood of your dreams, and you’re more likely to realise your financial and non-financial goals. But when you and money aren’t getting on, the opposite is true. A bad money relationship can feel like a failure cycle with no end date in sight. Regardless of the current state of your relationship with money, there’s no time like the present to improve it…

12 Feb 2025
 · 7 MIN READ

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