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

How many central bankers does it take to change a light bulb?

You may have heard the joke about central bankers … how many central bankers does it take to change a light bulb? None. If the light bulb needed changing the market would have done it already. It won’t surprise you to hear not many central bankers find this joke funny. But what if the light bulb that needed changing was persistent inflation, and what if the market believes it can relax as the RBA has already changed that light bulb?

MacroAsset AllocationInvestor Education
13 Mar 2024
 · Simon Turner
 · 7 MIN READ

Will the Fed throw kerosene onto the fire?

With global equity markets celebrating the prospect of impending rate cuts by the Fed, some investors have been wrong-footed by the extent of the recent enthusiasm, particularly in US tech stocks. If you’re underinvested and are considering joining the equity party in earnest, it’s worthwhile digging into the market’s Fed fund rate expectations for an understanding of whether market expectations are on point, or not. This situation may well dictate global and Australian equity market performance in the coming months.

MacroInvestor EducationShares
7 Mar 2024
 · Simon Turner
 · 5 MIN READ

Cash rules the roost as rates remain high

Despite the overall bullish trend in equities, there's been a notable surge in cash being held by money market funds with an all-time high in those assets recently reached. In fact, total assets in US money market funds, which invest in cash-like securities such as short-term Treasury bills, grew to $US6.02 trillion last month, with both retail and institutional funds increasing their allocations due to the higher short-term rates on offer.

Asset AllocationInvestor Education
5 Mar 2024
 · Ankita Rai
 · 5 MIN READ

Is the medtech sector set to party like it’s 1995?

Better treating chronic disease has long been a core objective for the global medtech sector. Whilst steady progress in that direction has the name of the game for decades, the medtech sector appears to be at an inflection point with a secular improvement in treatment standards occurring in recent years. Less-young investors (I’m being polite) will remember a similar feeling in the global technology sector back in 1995, during the early stages of the tech boom.

Investment ThemesHealthcare & MedicalManaged Fund
1 Mar 2024
 · Simon Turner
 · 7 MIN READ

Retail stocks shining despite bearish expectations

In a surprising turn, the retail sector has defied bleak projections this earnings season with consumers demonstrating unexpected resilience. Discretionary giants like JB Hi-Fi, Myers, Wesfarmers, Temple & Webster, Nick Scali, and Cettire witnessed significant share price gains in February following strong first-half results, signalling a departure from bearish expectations for consumer-facing stocks.

Investment ThemesShares
23 Feb 2024
 · Ankita Rai
 · 5 MIN READ

Don’t ignore the liquidity feedback loop

With the US economy and stock market continuing to drive global markets, Aussie investors increasingly need to understand what’s driving American fund flows. Spoiler alert: it’s not just corporate earnings. There are liquidity drivers at play in the US that are creating remarkably strong feedback loops with stock valuations and the broader economy. Understanding how these liquidity feedback loops work may well provide clues as to what’s coming next for global equity markets, including the ASX…

Investor EducationMacroShares
22 Feb 2024
 · Simon Turner
 · 5 MIN READ

The shifting sands of the property fund sector

The fastest rate rising cycle in history was always going to test the commercial property fund sector. With typical loan to value ratios of 40-70%, it’s an asset class which is at the mercy of the RBA’s cash rate decisions. As such, investors tend to be bullish on commercial property funds when rates are falling, but rising rates generally spell bearish sentiment.

PropertyManaged FundAsset Allocation
16 Feb 2024
 · Simon Turner
 · 6 MIN READ

Are small caps out of the woods?

It’s been a torrid couple of years for ASX smaller companies with most investors turning their backs on the asset class like the plague. The extent of their recent disfavour has been hard to fathom given the positive trend in equities since the pandemic. This raises the question: is now the right time to revisit small and micro caps whilst others remain fearful? To answer that, we’ll need to delve into the reasons for the recent underperformance for a steer as to what’s coming next…

Asset AllocationManaged FundShares
14 Feb 2024
 · Simon Turner
 · 8 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