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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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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…

TechnologyInvestment ThemesETFShares
15 Jan 2025
 · Simon Turner
 · 7 MIN READ

Why more Australians are turning to SMSFs for retirement planning

The trend of Australians taking control of their own superannuation investments has been steadily rising over the years. Despite challenges like sticky inflation and higher-for-longer interest rates, the self-managed superannuation fund (SMSF) sector has shown remarkable resilience, surpassing the significant milestone of $1 trillion in assets last year.

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

What the WFH revolution means for investors in 2025

Are you happier working in an office or working from home? This is the question millions of Australian workers have been voting with their feet on in recent years. It’s fair to say the work from home (WFH) revolution has been one of the biggest social shifts we’ve witnessed in modern history. It’s brought with it profound changes in the way many of us work, as well as workers’ confidence in requesting WFH as an option.

Investment ThemesInvestor EducationProperty
9 Jan 2025
 · Simon Turner
 · 7 MIN READ

Reading the world’s emotional tea leaves

It’s tempting for investors to believe that their personal experience of the world’s emotional state allows them to accurately assess the global zeitgeist. However, the reality is most investors are only exposed to a miniscule fraction of the global population, and it can be challenging to understand others’ emotions at the best of times. Reading the world’s emotional tea leaves is easier said than done.

Investor EducationInvestment Themes
8 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 ThemesInvestor EducationAsset Allocation
31 Dec 2024
 · Simon Turner
 · 12 MIN READ

Don’t overlook active equity funds for long-term gains

Many investors lack the time, expertise, or desire to manage their stock portfolios, making actively managed equity funds an easy and practical solution. Unlike passive funds, which simply track the market, active equity funds employ stock-picking and strategic adjustments to target objectives like growth, income, or diversification. This active approach allows fund managers to capitalise on market opportunities and adapt to changing conditions.

Managed FundSharesInvestor Education
11 Dec 2024
 · Ankita Rai
 · 6 MIN READ

Healthy vs Unhealthy Financial Goals

Unusual question … how often have you questioned the healthiness of your financial goals? You may be wondering what that even means, and why it’s a question worth asking. The truth is many investors have unhealthy financial goals. They aren’t unhealthy in the sense they aren’t real financial goals which their owners are focused on achieving. They’re often unhealthy on two fronts: a) They aren’t framed in a way that connects with investors’ real/authentic underlying goals, and/or b) They aren’t aligned with investors’ real/authentic values.

Investor Education
9 Dec 2024
 · Simon Turner
 · 6 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.

PropertyInvestor EducationAsset Allocation
5 Dec 2024
 · Ankita Rai
 · 6 MIN READ

Holding onto your investment gains is harder than making them

There are countless stories of investors who’ve made their fortunes only to lose them just as fast. Masayoshi Son’s story is one of the more extreme wealth rollercoaster rides. After making billions during the dot-com bubble through his investment in Softbank, the company he founded, he lost almost all of it when Softbank crashed 99%. As a result, he earnt himself the dubious accolade of being the larger loser of net worth in human history. Masayoshi is once again riding high, but you don’t want to have to lose a similarly large portion of your net worth to learn how to hang onto your investment gains.

Investor Education
4 Dec 2024
 · Simon Turner
 · 6 MIN READ

Are markets too bullish?

It’s fair to say the S&P 500 has led global markets up a wall of worry over the past couple of years. But the S&P 500’s gradual grind higher evolved into full on market euphoria when Trump won the US election so convincingly. We all know that market euphoria tends to end in tears. The dot-com bubble was a memorable example. With those memories in mind, it’s worth asking the question: are US/global markets too bullish?

MacroInvestor EducationShares
2 Dec 2024
 · Simon Turner
 · 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 EducationAsset AllocationInvestment 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 AllocationInvestor Education
26 Nov 2024
 · Simon Turner
 · 7 MIN READ
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