Asset Allocation Articles

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Investor Education · Asset Allocation · 7 MIN READ

How to Invest Like the Super Rich

The rich just keep getting richer. In Australia, the top 10% now control over 58% of national wealth, while the top 1% own almost half of the nation’s wealth.

Simon TurnerHead of Content (CFA)

25 May 2026

How Many ETFs Is Too Many? The Diversification vs Dilution Problem

The theory behind diversification makes intuitive sense to most investors: by combining assets that don’t move in perfect synchrony, investors can reduce portfolio volatility without necessarily sacrificing expected returns. This accepted truth reshaped portfolio construction in the twentieth century and continues to underpin institutional allocation frameworks today.

ETF Asset Allocation Investor Education

7 Apr 2026

· Simon Turner

· 6 MIN READ

What Do Higher Oil Prices Mean for Markets?

Investors have long watched oil prices as a gauge of global inflation, corporate profitability, geopolitical risk, and consumer spending. When it moves sharply in one direction, it’s arguably one of the most heeded signals in the market. When it spikes, the news headlines often predict equity market turmoil. When it collapses, they are more focused on the likelihood of a global recession.

Asset Allocation Mining, Resources & Energy Macro Investor Education

23 Mar 2026

· Simon Turner

· 6 MIN READ

The Kind of Portfolio You Can Sleep Through a Market Crash With

There’s a particular kind of calm that comes from watching your portfolio during a violent market sell-off and feeling nothing. No urge to act. No creeping sense that something is broken. Just the knowledge that what you own was designed to survive moments like this.

Investor Education Asset Allocation Investment Themes

1 Feb 2026

· Simon Turner

· 7 MIN READ

How Many ETFs Is Too Many? The Diversification vs Dilution Problem

ETF Asset Allocation Investor Education

7 Apr 2026

· Simon Turner

· 6 MIN READ

What Do Higher Oil Prices Mean for Markets?

Asset Allocation Mining, Resources & Energy Macro Investor Education

23 Mar 2026

· Simon Turner

· 6 MIN READ

The Kind of Portfolio You Can Sleep Through a Market Crash With

Investor Education Asset Allocation Investment Themes

1 Feb 2026

· Simon Turner

· 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

The Bigger Picture: February 2026

We’re only one month into the new year and investors are already being challenged to think beyond predictable narratives. Who knew the U.S. was going launch a military strike on Venezuela and capture the incumbent president?

Macro Asset Allocation Investor Education

1 Feb 2026

· Simon Turner

· 4 MIN READ

Is it Time to Worry Like Ray Dalio?

Ray Dalio has spent much of the past decade warning that investors are misreading reality. Markets, he argues, are telling one story in nominal terms and a very different one in real money terms. Asset prices may be rising, portfolios may look healthy, and indices may be hitting new highs, but measured against the true store of value, purchasing power, many investors are quietly going backwards.

Asset Allocation Investor Education Macro

12 Jan 2026

· Simon Turner

· 7 MIN READ

Asset Allocation Secrets: The Thing with Risk

When you were attracted to the exciting world of investing, risk management probably wasn’t a primary drawcard. Worrying about all the things that could go wrong is at odds with the reasons most independent investors enjoy investing. Yet, the truth is it’s hard to succeed long term as an investor without mastering risk. So maybe it’s high time you turned this less-than-sexy skillset into an investment superpower.

Asset Allocation Investor Education Managed Fund ETF

20 Oct 2025

· Simon Turner

· 8 MIN READ

Asset Allocation Secrets: How to Solve a Problem Like China

When Beijing throttled exports of rare-earth magnets in April 2025, carmakers from Detroit to Wolfsburg panicked. Production lines halted. Procurement experts scrambled for stock. What looked like a trade tiff was, in fact, the visible edge of a very deliberate strategy, one that has been unfolding quietly for nearly a decade.

Investment Themes Macro Asset Allocation Managed Fund

8 Oct 2025

· Simon Turner

· 7 MIN READ

Asset Allocation Secrets: The Impact of Shifting Demographics

Most investors think about demographics as a slow-moving structural force which is useful information, but doesn’t affect short term investment performance. However, over the next decade and beyond, demographics are likely to become a more prominent investment theme.

Asset Allocation Macro Investment Themes Investor Education

30 Sept 2025

· Simon Turner

· 7 MIN READ

Asset Allocation Secrets: Navigating Clear & Present Geopolitical Danger

If you follow the news, the world is probably feeling mighty unsafe right now, with geopolitical risks dominating the headlines. Of course, the media thrives on amplifying fear, so for investors the real question isn’t whether the news headlines are dramatic. That’s always the case. It’s whether the real geopolitical risks are material, and how they might affect investors’ portfolios looking forward.

Macro Asset Allocation Investor Education

22 Sept 2025

· Simon Turner

· 8 MIN READ

Asset Allocation Secrets: The Liquidity Illusion

Have you ever invested in a fund with the expectation that you’ll be able to sell your stake at a fair price, only to discover liquidity was non-existent when you eventually tried to sell? Welcome to the liquidity illusion, the time-worn tendency for investors to run for the exits at exactly the same moment only to discover the exit is closed.

Asset Allocation Investor Education Managed Fund ETF

15 Sept 2025

· Simon Turner

· 7 MIN READ

What’s Keeping Ray Dalio Up at Night?

The financial world isn’t short of voices claiming the end is nigh. It’s always been the case, and always will be the case.

Asset Allocation Macro Investor Education Managed Fund

14 May 2025

· Simon Turner

· 6 MIN READ

The US-Europe Fund Flow Dance

A year ago, the US equities story was the about the only investment game in town. How things have changed since the US tariffs were announced and the ‘Trump Dump’ began.

Asset Allocation Investment Themes Investor Education

30 Apr 2025

· Simon Turner

· 5 MIN READ

The Underappreciated World of Investment Bonds

As global markets swing between optimism and uncertainty like a pendulum, investors are increasingly on the lookout for alternative ways to fortify their portfolios.

Asset Allocation Investor Education

23 Apr 2025

· Simon Turner

· 5 MIN READ

The Mediocre Country Syndrome: How Australia is Positioned in this Strange New World

Amidst this strange new world of trade wars and deteriorating geopolitical relationships, Australia finds itself in a peculiar position: a land of promise and opportunity wrestling with the spectre of mediocrity at a time when competitive advantage is everything. More than ever, the country’s future depends on rising above the apathy that’s taken hold of the economy…

Macro Managed Fund Asset Allocation

16 Apr 2025

· Simon Turner

· 6 MIN READ

Protect your Wealth from the Greedy Hands of Inflation

In most developed markets, including Australia, higher interest rates have tempered inflation but it’s proving stickier than most central bankers expected. In short, the journey to tame inflation is taking longer than expected and remains far from won.

Property Asset Allocation

2 Apr 2025

· Simon Turner

· 6 MIN READ

The Value of Unlisted Property Funds in Investment Portfolios

John Di Monda, CEO and Fund Manager at GDA Group explains why unlisted property funds can provide a stable, income-generating, and low-volatility component within a diversified investment portfolio. Understanding the differences between unlisted and listed property funds can also highlight how unlisted property funds can be a more compelling opportunity for long-term investors.

Property Managed Fund Asset Allocation

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5 Surprising Ways ETFs Can Tactically Improve Your Portfolio

26:45

25 Nov 2025

5 Surprising Ways ETFs Can Tactically Improve Your Portfolio

In this presentation, Marc Jocum, Senior Product and Investment Strategist explores 5 ways that ETFs can tactically improve your portfolio.

Investor Education Asset Allocation Investment Themes

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Navigation Opportunity in Current Global Equities Markets

12:41

25 Nov 2025

Navigation Opportunity in Current Global Equities Markets

In this presentation Nick & Jarrad, Portfolio Managers at Sharpbridge explore how global equity markets can offer diversified growth opportunities and resilience amid shifting economic cycles.

Shares Asset Allocation Managed Fund

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