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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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How to invest in start-ups without losing your shirt

With ‘brain drain’ increasingly being the name of the game in the publicly listed markets, not to mention the ever present pull of the US market for innovative emerging Australian businesses in the need of capital, it’s hard to ignore the growing role of private equity and direct start-up investing in most investors’ portfolios. It’s also hard to ignore the fact that start-up investing entails its own unique risks. Many investors have been wrong-footed by the marked differences of start-up investing versus investing in publicly listed companies. The good news is with the right strategy it’s possible to invest in a portfolio of start-ups without losing your shirt.

Investor EducationAsset AllocationShares
23 Oct 2024
 · Simon Turner
 · 6 MIN READ

You may be surprised by the minimum assets you need for an SMSF

The inexorable rise of the SMSF continues with the SMSF count reaching 616,400 in March and the number of members hitting 1.1 million. Whilst that’s less than 5% of the Australian population, SMSF investors account for an impressive 24% of the $4 trillion invested in superannuation. In other words, SMSF investors are a wealthy and powerful bunch with growing financial clout.

Superannuation AccountsInvestor Education
21 Oct 2024
 · Simon Turner
 · 5 MIN READ

Private Credit in the Spotlight: A Strategic Opportunity for Investors

In recent years, private credit investment has emerged as a frontrunner in the investment landscape. Private credit has topped the private markets globally in terms of both funds under management (FUM) growth and overall performance, capturing the attention of investors seeking stability in uncertain times. Private credit funds generate returns by acting as non-bank lenders, providing financing to businesses, and passing on the interest income from loans to investors.

Fixed InterestInvestor Education
18 Oct 2024
 · Frances MacDonald
 · 4 MIN READ

The 5 steps to an information advantage over the market

With the vast array of information investors have at their fingertips, you’d think it would be easy to spot investment trends before the rest of the market. If only. The problem is there’s too much available information for most investors to make sense of. After a while, reams of written text become just more words rather than a source of learning. Hence, interpreting and understanding the vast universe of words that relate to investing is almost impossible for most investors. So the question is: how can investors side-step this information overload challenge to spot investment trends before the rest of the market?

Investor EducationManaged Fund
17 Oct 2024
 · Simon Turner
 · 5 MIN READ

Avoid the carnage caused by the Dunning-Kruger Effect

In the words of Mark Twain: ‘It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so.’ Most investors can relate, but few are fully aware of the cognitive bias that explains this quote: the Dunning-Kruger Effect. The Dunning-Kruger Effect is one of the more conspiratorial of the cognitive biases, and may just be sabotaging your investment returns without your knowledge or approval.

Investor Education
10 Oct 2024
 · Simon Turner
 · 7 MIN READ

How to generate high yield despite the concerning ASX dividend trend

Australian shares have traditionally been a go-to for income investors due to their attractive dividend yields. However, the market is undergoing a significant shift and the record payouts that followed the resources boom seem to be coming to an end. Recently, the base yield of the Australian market dipped below 4%, with rising costs and a weakening Chinese economy contributing to the decline. Morgan Stanley forecasts that the S&P/ASX 200 dividend yield will drop to just 3.6% in FY25, potentially marking the lowest yield for the ASX 200 in decades, excluding the COVID-19 period.

Managed FundInvestor EducationAsset Allocation
9 Oct 2024
 · Ankita Rai
 · 6 MIN READ

Market intel from Blackrock

Blackrock’s Q4 equity outlook report contains some useful intel to help investors make sense of global markets at this juncture. With the US election looming and the Fed’s initiation of a rate cutting cycle, there’s a lot for markets to worry about and celebrate. One thing’s for sure: it’s unlikely to be a boring end to the year.

MacroInvestor EducationManaged Fund
8 Oct 2024
 · Simon Turner
 · 4 MIN READ

The biggest risk in the market right now

You may remember when the yen carry trade revealed itself as the catalyst for August’s sharp selloff across global markets. The knock-on effects of its unwinding surprised more than a handful of investors at the time. The sobering news is that the yen carry trade continues to linger and is arguably the market’s biggest risk right now. It may well be prudent for investors to prepare for a repeat of August’s volatility.

MacroInvestor EducationManaged Fund
1 Oct 2024
 · Simon Turner
 · 5 MIN READ

Does the Fed’s urgent action indicate a US recession is looming?

It’s not often that the Fed cuts rates by 50 basis points in one move. It surely indicates the Fed is worried about the state of the world’s largest economy. If that’s the case, global investors, including in Australia, should sit up and take note. The key question at this juncture is: does the Fed’s urgent action indicate a US recession is looming?

MacroInvestor EducationAsset Allocation
25 Sept 2024
 · Simon Turner
 · 5 MIN READ
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