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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 TurnerHead of Content (CFA)

13 May 2026

Strategic Tailwinds: Why Momentum Investing is Not Performance Chasing

You may think of momentum as a basic strategy that involves buying whatever has gone up most recently. That would be unfair, though.

Investor Education ETF Managed Fund Investment Themes

4 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 Education Macro Investment Themes

3 May 2026

· Simon Turner

· 5 MIN READ

When Barriers Fall: What Easier Access Means for ETF and Fund Investors

Over the past decade, we’ve witnessed the barriers to investing falling one after another thanks to technology, regulatory change, and product innovation. As a result, a space that was once dominated by institutions and high-net-worth individuals has become radically accessible.

Investor Education Investment Themes

15 Apr 2026

· Simon Turner

· 6 MIN READ

Strategic Tailwinds: Why Momentum Investing is Not Performance Chasing

You may think of momentum as a basic strategy that involves buying whatever has gone up most recently. That would be unfair, though.

Investor Education ETF Managed Fund Investment Themes

4 May 2026

· Simon Turner

· 5 MIN READ

The Bigger Picture - May 2026

Investor Education Macro Investment Themes

3 May 2026

· Simon Turner

· 5 MIN READ

When Barriers Fall: What Easier Access Means for ETF and Fund Investors

Investor Education Investment Themes

15 Apr 2026

· Simon Turner

· 6 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 match of the year: Growth vs Value

Welcome to the match of the year … it’s growth versus value stocks. The audience are on the edge of their seats. Both value and growth supporters are passionate about their players, and both believe they are on the winning side. To the match … the two teams will be tested against one another on four key factors for a steer as to which style is best positioned to outperform over the remaining three quarters of 2024.

Shares Investment Themes Investor Education

20 Mar 2024

· Simon Turner

· 7 MIN READ

How the changing face of Australia affects investors

Demographics are often at the heart of long term structural trends which affect a country’s economic and investment prospects. As such, being aware Australia’s demographic trends is an important part of the puzzle for all long term investors. We unpack the key demographic trends at play for investors below.

Investor Education Investment Themes Property

15 Mar 2024

· Simon Turner

· 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 Themes Healthcare & Medical Managed 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 Themes Shares

23 Feb 2024

· Ankita Rai

· 5 MIN READ

The EV winter: A brief pause or cause for concern?

Electric vehicle stocks are experiencing a challenging start to the new year. Tesla's price cuts, higher-for-longer interest rates, and concerning economic data from China have dampened investor sentiment, casting a shadow over the once-bullish EV market.

Investment Themes Shares

9 Feb 2024

· Ankita Rai

· 6 MIN READ

Thematic ETFs: Are you getting the entry point right?

Last year was another thematic-driven year with thematic ETFs gaining popularity among Australian investors. According to the 2023 ASX Investor Study, the proportion of Australian investors using ETFs has grown from 15% to 20% over the past three years.

Asset Allocation Investment Themes

25 Jan 2024

· Ankita Rai

· 5 MIN READ

Can retail investors overlook Temu's soaring success?

PDD, the company behind the discount-retailing app Temu, recently surpassed Alibaba to become the most valuable e-commerce player in China. In November, the market capitalisation of this Nasdaq-listed start-up reached $US195.5 billion, surpassing Alibaba's $US182.6 billion. Over the past year, PDD Holdings' stock has surged by over 70% to $US148 (as shown below), driven by robust growth in the domestic market coupled with aggressive expansion overseas, led by the US.

Shares Investment Themes Technology

20 Dec 2023

· Ankita Rai

· 5 MIN READ

Is BNPL ready for a comeback?

The buy now, pay later sector finds itself at the centre of a perfect storm, propelled by robust Black Friday/Cyber Monday sales and the deferred implementation of BNPL laws.  Services such as Affirm, Afterpay-owner Block, and Klarna played a pivotal role, facilitating a substantial $US7.3 billion in consumer spending during the recent five-day sale event in the US. Cyber Monday alone witnessed a remarkable 43% increase in BNPL purchases compared to the previous year, according to Adobe data.

Fintech Shares Investment Themes

6 Dec 2023

· Ankita Rai

· 6 MIN READ

What to do if you own the most shorted stock on the ASX

In recent years, shorting stocks has become a common strategy for professional and individual investors alike, so there’s a growing population of investors on the lookout for stocks they believe will fall in value.

Shares Investor Education Investment Themes

28 Nov 2023

· Simon Turner

· 8 MIN READ

Beyond the Ozempic hype

There has been considerable hype lately surrounding the weight-loss drugs Ozempic/Wegovy which was initially designed for managing diabetes. From short sellers who believe Ozempic will disrupt competitors to endorsements by high-profile figures like Elon Musk and former UK Prime Minister Boris Johnson, these slimming drugs have transcended medical circles, shaking up entire industries from biotech and healthcare to fast food.

Investment Themes Shares Healthcare & Medical

21 Nov 2023

· Ankita Rai

· 5 MIN READ

Not so magnificent - What Microsoft and Alphabet's results reveal about the market's AI obsession

Recently, Microsoft and Google’s parent company Alphabet, two of the 'Magnificent Seven' tech companies, released their third-quarter earnings. The results were initially well received with both companies exceeding the market’s revenue and earnings expectations.

Technology Investment Themes Shares

10 Nov 2023

· Ankita Rai

· 5 MIN READ

What you need to know about the electric vehicle thematic

Headlines about Elon Musk’s idiosyncratic behaviour have become inextricably connected with the public’s perception of electric vehicles (EVs). Even after Tesla’s recent Q3 earnings call, some analysts were more concerned about Elon Musk’s off-topic remarks about everything ranging from the economy to weight loss than they were about the company’s numbers.

Investment Themes Technology Shares

26 Oct 2023

· Simon Turner

· 8 MIN READ

AI Megatrend; Blessing or Bubble?

Investors have become noticeably worried about equity markets’ valuations, in particular for companies linked to the AI megatrend. There’s plenty of doom and gloom going around, but are these concerns justified? Rudi Filapek-Vandyck, Editor & Founder of FNArena gives us his views.

Investor Education Shares Investment Themes

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Childcare: The Emerging Asset Class in Australian Commercial Property

11:52

26 Nov 2025

Childcare: The Emerging Asset Class in Australian Commercial Property

In a crowded investment landscape where residential is overheated, commercial offices face structural decline, and retail battles e-commerce disruption, where can investors find stable yield with genuine growth potential? Discover why Australia's essential childcare infrastructure, backed by more than A$12bn in government subsidies and driven by unstoppable demographic forces—represents a fragmented, undersupplied market ripe for data-driven investment. Mike Cameron, Commercial Director at Jarra explains how Jarra's systematic approach identifies the precise locations where demand far exceeds supply.

Property Private Assets Alternative Investment Investment Themes

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The Calm in the Storm: Finding Growth in Disruption

16:51

26 Nov 2025

The Calm in the Storm: Finding Growth in Disruption

Ben McVicar, Co-Head of Infrastructure and Portfolio Manager at Magellan Investment Partners explain that as powerful forces like AI and renewable energy reshape the global economy, infrastructure stands at the centre—providing stability while capturing transformative growth. From data networks to energy systems, these essential assets are driving productivity and decarbonisation alike, offering investors defensive growth in a world defined by secular innovation and structural change.

Investment Themes Alternative Investment ESG

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