Articles

Stay ahead of the game with critical insights, market explorations, and new perspectives. Now that’s refreshing!

Home  >  articles

Latest Articles

Latest
Investor Education
Shares
Macro
Asset Allocation
Investment Themes
Fixed Interest
Property
ETF
ESG
Commodities
Managed Fund
Private Assets
Technology
Alternative Investment

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.

Fixed InterestManaged Fund
24 Aug 2026
 · Daryl Wilson
 · 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.

Fixed InterestManaged Fund
24 Aug 2026
 · Daryl Wilson
 · 7 MIN READ

Explore 100's of investment opportunities and find your next hidden gem!

Search and compare a purposely broad range of investments and connect directly with product issuers.

Explore Investments

More Articles

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

Should you invest with a manager enjoying a purple patch?

You may remember the pre-2021 years when Cathie Wood’s ARK Innovation fund was riding high as one of the strongest performers in the global fund management sector. Her philosophy, strategy, stock picking, and track record were all working in her favour. Investors were even in the habit of following Cathie into stocks whenever the ARK Innovation fund purchased a new position.

Managed FundInvestor Education
23 Sept 2024
 · Simon Turner
 · 5 MIN READ

Australia vs the US: the equity market showdown

Welcome to the match. It’s time for a showdown between the green and gold of the Australian equity market and the red, white, and blue of the American stock market. Both countries are fierce competitors with successful track long term records so we can expect a hard-fought match. We’ll assess our competitors based on three key factors: 1) historical performance, 2) EPS growth, and 3) valuations. It’s fine to cheer for your team during the match, but please keep it respectful.

SharesAsset AllocationInvestor Education
17 Sept 2024
 · Simon Turner
 · 5 MIN READ

The big dollars being made in infrastructure

Blackstone and Canada Pension Plan Investment Board have agreed to acquire AirTrunk, an Australian digital infrastructure business, for $24 billion. It’s great news for the AirTrunk investors who will reap the rewards of an enormously successful exit. It also highlights the attractions of infrastructure investing, particularly in the fast growing digital infrastructure space. With deals like AirTrunk highlighting the opportunity, it may be worth asking: have you got enough infrastructure exposure?

InfrastructureAsset AllocationManaged Fund
12 Sept 2024
 · Simon Turner
 · 6 MIN READ

Yield is about to become more important

Remember how you felt about yield when interest rates were at historic lows? In those days when yield was scarce, investors placed a higher value on it, and it was of greater importance to investment valuations. Then everything changed when the developed world’s central bankers raised rates at the fastest pace in history. Yield suddenly became more abundant, and the market took some time to adapt to this altered market environment. In short, it was bad news for yield-focused investors who had to watch their capital values fall as yields rose.

Managed FundMacroInvestor Education
9 Sept 2024
 · Simon Turner
 · 6 MIN READ

The case for active fund management

Active fund management has long provided investors with easy access to professional management expertise across a range of asset classes. With equity markets reaching high valuations driven by tech stocks, stock picking has arguably become more important than ever. So it may be an ideal time to increase your exposure to active funds with the stock picking expertise required to navigate what’s coming next in financial markets.

Managed FundInvestor EducationSharesETF
5 Sept 2024
 · Ankita Rai
 · 5 MIN READ

The misunderstood downsides of long-term investing

While long-term investing is often touted as the key to success in the stock market, there’s a body of evidence that challenges the idea. Even Warren Buffett, who championed the 'forever' investing style, has occasionally betrayed his advice. Research shows that out of 230 stocks held by Berkshire Hathaway between 1980 and 2006, 60% were owned for less than a year. So even staunch long-term advocates adjust their strategies based on market conditions.

Investor EducationManaged FundShares
29 Aug 2024
 · Ankita Rai
 · 6 MIN READ

Avoid these 9 managed fund red flags for better returns

Investing in actively managed funds is a core approach for millions of Australian investors both inside and outside of their superannuation. It makes sense for many. Identifying expert managers who are able to outperform over the long term makes investors lives easier and less stressful. But as with stock investing, there are some red flags to watch out for when selecting your fund managers. They tend to pop up time and time again with underperforming and unethical managers so they are worth being aware of

Managed FundInvestor Education
28 Aug 2024
 · Simon Turner
 · 6 MIN READ

The thing with private equity returns

Recent private equity return data from Preqin reveals that growing divergence of private equity returns is the name of the game. That’s both good news and bad news for investors. It means having the right private equity exposure is likely to remain fruitful, but ensuring you have the right exposure may take more due diligence than in the past. In other words, being informed as a private equity investor is more important than ever.

Private AssetsManaged FundInvestor Education
27 Aug 2024
 · Simon Turner
 · 5 MIN READ

Boost your returns with founder-led investing

Investors may struggle to determine if a company’s management team are aligned with shareholders’ interests, wondering they are truly invested in the company's long-term success or merely focused on receiving their weekly salary. There’s one metric which is better than all others when it comes to assessing how invested management teams are in the future of their companies: significant, long-term skin in the game. Hence, recognising outperforming founder-led businesses can be a game-changer for investors.

Managed FundInvestment ThemesInvestor Education
22 Aug 2024
 · Ankita Rai
 · 5 MIN READ
Show More

Recent Videos

Venture Capital Unlocked: What Every Investor Needs to Know | Conviction Capital | Episode 2
24:46
25 May 2026

Venture Capital Unlocked: What Every Investor Needs to Know | Conviction Capital | Episode 2

This episode of Conviction Capital features Mark Esterhuizen from Aura Ventures and Adrian Bunter from Sydney Angels as they discuss Australia's fast-growing venture capital (VC) market with host Juliette Saly.

Investor Education
Watch now
US Markets in 2026 - Risks and Opportunities
38:50
1 Apr 2026

US Markets in 2026 - Risks and Opportunities

Michael McCarthy, CEO of Moomoo ANZ and keynote speaker in the March Investor Webinar ‘Finding Value in Volatility’, delivers a compelling deep dive into the risks shaping US markets in 2026.

Investor Education
Watch now
Contrarian Investing in an Age of Disruption
21:06
1 Apr 2026

Contrarian Investing in an Age of Disruption

Simon Raubenheimer, Director at Contrarius Investment Management and a featured speaker in the March Investor Webinar ‘Finding Value in Volatility’, dives into how artificial intelligence is reshaping global investment opportunities.

Investor Education
Watch now

Subscribe to our newsletter

Elevate your investment game with our exclusive weekly newsletter curated for astute investors like you. Dive into deep market insights and uncover a purposely broad range of unfiltered opportunities. Join a community that thrives on informed choices.

Don't just follow the market—lead it.
This site is protected by reCAPTCHA