Investment Articles & Insights

‘It’s not what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.’

Contrarian investing is the discipline of seeking value where others refuse to look. Most investors endorse it in theory, yet few have the nerve to put it into practice. After all, human instinct favours the comfort of the herd. But history shows that contrarian investors often earn superior risk-adjusted returns. Warren Buffett’s maxim about being greedy when others are fearful may be over-quoted, but its truth endures.

The Australian mortgage fund sector has grown to become an important bridge between investor capital and property lending. While the sector remains comparatively young, its recent trajectory invites a compelling question: what if the sector were to follow the path carved out by the more mature US market? The answer may provide valuable insight into the opportunities and risks that lie ahead…

Superannuation is one of the most effective ways to build wealth for retirement, but it doesn’t always pass to your loved ones tax-free.

There’s good news to report: the recent resetting of Australian commercial property valuations has quietly redrawn the mortgage fund landscape.

Global bond markets are far from boring in 2025. The death of the ‘TINA’ era (‘There is No Alternative’ to Equities) is resulting in surging bond demand from institutional and superannuation investors, while the supply of primary local issuance is under strain.

Private credit has traditionally been classified within the 'alternatives' bucket of a portfolio and grouped with illiquid assets such as private equity, real estate, and infrastructure. For many investors, this category has made up no more than 10–20% of total portfolio allocations.

Parents are increasingly stepping in to help children and grandchildren break into the property market, but good intentions don’t always translate into positive outcomes.