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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.

Daryl Wilson - Director/CEO/Portfolio Manager
Daryl WilsonDirector/CEO/Portfolio Manager
24 Aug 2026

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Do you need an estate plan? Here’s why it’s important

Estate planning is often seen as a thorny issue many delay until it is too late. The perceived lack of urgency in making a will, along with the complexities of distributing assets, leads many to put it off. Yet, with $4.9 trillion set to be passed down in Australia over the next decade, a clear estate plan has never been more important for securing financial stability and building generational wealth.

Investor Education
6 Feb 2025
 · Ankita Rai
 · 5 MIN READ

Intergenerational wealth: Why it matters

Australia is about to experience a major shift in wealth. According to a report by JB Were, by 2034, an estimated $4.9 trillion will be passed down from baby boomers and their parents to the younger generations. Inheritances are expected to have reached $150 billion in 2024, more than double the amount in 2002. With over 20% of Australians projected to be aged 65 or older by 2030, planning for this intergenerational wealth transfer has never been more important.

Investor Education
30 Jan 2025
 · Ankita Rai
 · 5 MIN READ

Starting Points Matter

I learned a valuable lesson in July 2022, the last year the S&P/ASX 200 index posted a negative return, that starting points matter. I had gone on leave to have my second child in December 2021 as markets were making all-time highs, the cash rate was on the floor (and the RBA was promising to keep it there for years) and a raft of IPOs were hitting the ASX.

Investor Education
30 Jan 2025
 · Emma Fisher
 · 5 MIN READ

Prepare for a resurgence of the healthcare sector

2024 was a bumpy ride for global healthcare investors with the sector lagging most economically sensitive sectors. There were also sector-specific challenges to navigate in the form of margin pressure, workforce shortages, and digital disruption. But at this juncture, the global healthcare sector’s fundamentals are stronger than ever thanks to a step-change in recent innovation as well as favourable demographic changes. Investors should arguably position themselves for a sector recovery…

Healthcare & MedicalInvestment ThemesManaged FundInvestor Education
29 Jan 2025
 · Simon Turner
 · 5 MIN READ

SMSF cost-cutting tips every trustee should know

Self-managed super funds (SMSFs) are growing in popularity amongst investors seeking greater control over their retirement savings. While their benefits are significant, the costs—both setup and ongoing—can pose challenges, particularly for smaller funds. The good news is there are some costs-cutting tips which make SMSFs accessible to a wider portion of the investing population.

Superannuation AccountsInvestor Education
23 Jan 2025
 · Ankita Rai
 · 5 MIN READ

Is a Volmageddon event brewing?

In the words of Russell Napier: ‘Financial history is the most important thing to study for anyone seeking to avoid the mistakes of the past.’ So what does financial history suggest may be coming in early 2025? And is a Volmageddon event (read: an extreme volatility event) brewing as a number of experts are warning? To answer those questions, we’ll focus on the main game in town, the S&P 500, since US stocks continue to drive global markets…

MacroInvestor Education
21 Jan 2025
 · Simon Turner
 · 6 MIN READ
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