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Investor Education · ETF · 5 MIN READ

The ETF Innovation Cycle: Why the Next Hot Fund May Warrant Caution

We all know the long list of benefits of investing in ETFs, but the passive fund boom has reached the stage where narratives can sometimes reign supreme. The risk is that the recent wave of ETF launches, particularly in thematic, single-stock, options-enhanced, and actively managed strategies, is partially shaped by investor demand for exposure to recent winners rather than enduring sources of return.

Simon Turner - Head of Content (CFA)
Simon TurnerHead of Content (CFA)
13 May 2026

The Bigger Picture - May 2026

April confirmed what markets had begun to suspect: the global macro backdrop has changed. Higher geopolitical risk is now structurally entrenched. Markets have quickly adjusted to this unfortunate new reality across all asset classes. Geopolitical risk has reasserted itself as a primary driver of energy prices, inflation expectations, and capital flows. Investors still anchored to the old world of low inflation, cheap money, and frictionless globalisation risk being structurally mispositioned.

Investor EducationMacroInvestment Themes
3 May 2026
 · Simon Turner
 · 5 MIN READ

The Bigger Picture - May 2026

April confirmed what markets had begun to suspect: the global macro backdrop has changed. Higher geopolitical risk is now structurally entrenched. Markets have quickly adjusted to this unfortunate new reality across all asset classes. Geopolitical risk has reasserted itself as a primary driver of energy prices, inflation expectations, and capital flows. Investors still anchored to the old world of low inflation, cheap money, and frictionless globalisation risk being structurally mispositioned.

Investor EducationMacroInvestment Themes
3 May 2026
 · Simon Turner
 · 5 MIN READ

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The Lowdown on the Recent Surge in Leverage

There’s an interesting trend afoot in global investment markets of late: appetite for leverage had risen to unusually high levels over the past couple of weeks. That may surprise you to hear given financial leverage tends to be best suited to more stable, predictable market conditions than we’ve witnessed of late. We investigate what it means for investors below…

Investment ThemesMacroInvestor Education
28 Apr 2025
 · Simon Turner
 · 4 MIN READ

Time to Diversify: Multi-Asset Investing is Ready to Shine

The concept of diversification has long been foundational to most investment strategies. However, the rise of the Magnificent 7 in recent years seemed to disprove its benefits to large swathes of the global investment community. As a result, millions of investors have been ‘all-in’ on the same trade. That was then and this is now. The world has changed in profound ways since Trump’s inauguration, and markets have been reminded of the benefits of diversification. The stage is surely set for a resurgence in multi-asset investing…

Asset AllocationInvestment ThemesManaged Fund
26 Mar 2025
 · Simon Turner
 · 5 MIN READ

Navigating Turbulent Times: A Bond Investor's Perspective

Multifaceted geopolitical and economic tensions threaten to disrupt the delicate balance of the world order. Economic forecasts, once predictable, now fluctuate like erratic cyclonic winds. The threats of recession are delicately balanced with interest rate policies that continue to reduce inflation. The threat of tariffs, like an unexpected frost, is decimating established supply chains, creating trade wars. The slowing growth of China casts a long shadow over commodity prices, easing our local markets into the shade. Finally, we have The Trump Effect, whereby long-held economic and geopolitical policies are being upended to create a new world disorder.  Altogether, there is a deep sense of unease amongst investors. It’s a stark warning that we may be facing significant and unpredictable headwinds in 2025. Hence, many investors want predictability and investment safe havens that provide protection from future storms.

Fixed InterestInvestment ThemesAsset Allocation
28 Feb 2025
 · Tim Lea
 · 6 MIN READ

2025’s Match of the Year: Growth vs Value

Welcome to 2025’s investment style match: between growth versus value stocks. The audience are fired up and ready for an exciting competition. Some of you may remember that last year’s winner, value stocks, ended up underperforming in 2024. You may feel tempted to blame the referee. Fair dues. But that’s the nature of the investing game. You can make the right call based on the data, and still be wrong. Short term market sentiment is often the over-riding swing factor and is hard to predict. So this year’s match will once again be based on the best available data — with all the usual caveats. The two teams will be tested against one another on four key factors for a steer as to which investment style is best positioned to outperform during 2025…

Investment ThemesManaged FundETF
19 Feb 2025
 · Simon Turner
 · 6 MIN READ

Prepare for a resurgence of the healthcare sector

2024 was a bumpy ride for global healthcare investors with the sector lagging most economically sensitive sectors. There were also sector-specific challenges to navigate in the form of margin pressure, workforce shortages, and digital disruption. But at this juncture, the global healthcare sector’s fundamentals are stronger than ever thanks to a step-change in recent innovation as well as favourable demographic changes. Investors should arguably position themselves for a sector recovery…

Healthcare & MedicalInvestment ThemesManaged FundInvestor Education
29 Jan 2025
 · Simon Turner
 · 5 MIN READ

What investors need to know as AI grows up to become AGI

Does the acronym AGI inspire the same mix of excitement and terror in you as AI does? Probably not, but that may change soon. AGI stands for Artificial General Intelligence. The difference between AI and AGI is that Artificial General Intelligence is at least as good as human intelligence for a wide range of tasks that require intelligence. According Sam Altman, the CEO of OpenAI, AGI is coming this year which means that, for the first time in history, ‘computers will be able to automate the great majority of intellectual labour’. In other words, many of us were right to worry that artificial intelligence is indeed coming for our jobs. The ramifications are also significant for investors…

TechnologyInvestment ThemesETFShares
15 Jan 2025
 · Simon Turner
 · 7 MIN READ

What the WFH revolution means for investors in 2025

Are you happier working in an office or working from home? This is the question millions of Australian workers have been voting with their feet on in recent years. It’s fair to say the work from home (WFH) revolution has been one of the biggest social shifts we’ve witnessed in modern history. It’s brought with it profound changes in the way many of us work, as well as workers’ confidence in requesting WFH as an option.

Investment ThemesInvestor EducationProperty
9 Jan 2025
 · Simon Turner
 · 7 MIN READ

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