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

Are any asset classes defensive these days?

It’s been a challenging year for most investors with sharply higher interest rates leading to significant underperformance in asset classes which used to be regarded as defensive such as government bonds. The rules of the game have been turned on their head.

Asset Allocation Investor Education Macro

16 Nov 2023

· Simon Turner

· 6 MIN READ

Where the inflation monster does most of its work

The recent Australian Consumer Sentiment Snapshot reveals Aussie consumers have one particular economic factor front of mind… inflation. The inflation monster is impacting upon consumers’ disposable incomes, and more importantly it’s causing havoc in consumers’ minds where it’s doing most of its insidious work. It’s this growing awareness and fear of inflation which suggests we may be on track for inflation to trend higher than markets (and central bankers) currently believe. If that is indeed the case, the investment implications are significant…

Macro Investor Education Asset Allocation

9 Nov 2023

· Simon Turner

· 8 MIN READ

Making sense of a confusing market

Strange times are afoot in financial markets with contradictory assumptions being priced into various asset classes. Here’s a great summary of the confusion investors must contend with at present… In the words of Charlie Munger, <i>‘If you're not a little confused about what's going on, you don't understand it.’

Investor Education Investment Themes Asset Allocation

12 Oct 2023

· Simon Turner

· 6 MIN READ

Why the big switch from equities to bonds hasn’t happened yet

Most market experts believe equities are expensive right now while bonds are cheap. Despite this fundamental backdrop, the much talked about switch from equities to bonds hasn’t happened yet. During market extremities like this, it’s worth asking why fundamentals are being so ignored in favour of momentum.

Shares Fixed Interest Asset Allocation

6 Sept 2023

· Simon Turner

· 5 MIN READ

The inverted yield dilemma

You may have heard the classic joke about economists… Economists were created to make weather forecasters and astrologers feel better about the accuracy of their predictions. US economists have certainly lived up to this stereotype of late. There’s rarely been a period when economists have been more wrong-footed by a strengthening economy.

Investor Education Macro Asset Allocation

17 Aug 2023

· Simon Turner

· 5 MIN READ

Dividend investors could be shouting more drinks

The world of yield investing has been through a dramatic transformation in recent months as central bankers have raised rates at an unusually aggressive pace. Equity and bond markets have fast adapted to this new world order, but what happens if the current yield split between equities and bonds doesn’t apportion risk fairly?

Shares Macro Asset Allocation

28 July 2023

· Simon Turner

· 5 MIN READ

Is it time to revisit fixed income?

Choosing what to invest in can be as difficult as maintaining a good diet. We all know we should eat healthily, yet how exciting would life be if we were always munching down on a quinoa and kale salad, leaving no room for an expensive steak, or a bag of your favourite lollies? Likewise, reliable, lower-risk bonds generally won't keep you up at night with wild price swings, yet do they offer the necessary returns available in riskier and perhaps more exciting asset classes?

Fixed Interest Asset Allocation Investor Education

27 July 2023

· Mark Garro

· 5 MIN READ

When tailwinds turn into headwinds

Commercial property has been a staple source of solid income returns and capital growth for decades, particularly in the unlisted world. However, a number of the strongest commercial property tailwinds have recently turned into headwinds, impacting upon the outlook for the various commercial property asset classes. Should investors reduce their commercial property exposure, or are these headwinds a short term opportunity in the making?

Property Asset Allocation Investor Education

23 June 2023

· Simon Turner

· 7 MIN READ

Warren Buffett’s letter to shareholders

The typical CEO is around 50 years of age, and stays in the position for an average of five years. Then there’s Warren Buffett. Buffett will turn 93 this August, and he’s held the top job at Berkshire Hathaway for over half a century.

Investor Education Asset Allocation Shares

3 Mar 2023

· 5 MIN READ

How low can crypto go?

If we’re going to talk about cryptocurrencies, let’s start with how many of them exist. And that’s not easy to answer. In the often murky world of digital assets, even establishing the number of currencies is problematic. Depending on the source, in June 2022, somewhere between 2,800 and 19,000 had been created.

Currency, Crypto and ICO Asset Allocation

21 June 2022

· 5 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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