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Business as Usual: Navigating Volatility

INVESTOR EDUCATIONETFMANAGED FUND

Tue 14 Apr 2026

Business as Usual: Navigating Volatility

Investors love the rush of making money. It’s a signal that they were right, and that feels good. But rarer is the investor who’s genuinely ready for the darker, less enjoyable side of investing; navigating market sell-offs. Like we’ve witnessed in the past few weeks since the US and Israel attacked Iran.

War, Volatility and Opportunity: Why Market Drawdowns Can Be the Best Entry Points for Long-Term Investors

MANAGED FUNDSHARESINVESTOR EDUCATION

Thu 9 Apr 2026

War, Volatility and Opportunity: Why Market Drawdowns Can Be the Best Entry Points for Long-Term Investors

Geopolitical conflict is one of the fastest ways to trigger market volatility. The recent escalation involving Iran has again reminded investors how quickly sentiment can swing when uncertainty rises.

How to Build a Reliable Income Portfolio

FIXED INTERESTMANAGED FUNDETFINVESTOR EDUCATION

Wed 8 Apr 2026

How to Build a Reliable Income Portfolio

Once upon a time, income investors might simply have used a select group of dividend-paying equities and bonds to cover their needs. Today’s income portfolio looks vastly different – though equities and bonds still play a role. Investors learnt the hard way long ago.

Emerging Markets in a Fractured World: Positioning for Returns After the Iran War Shock

MACROMANAGED FUNDETFINVESTOR EDUCATION

Wed 1 Apr 2026

Emerging Markets in a Fractured World: Positioning for Returns After the Iran War Shock

Emerging markets (EMs) entered 2026 with strong structural momentum behind them, but the escalation of conflict in Iran has introduced a new layer of geopolitical risk that’s reshaping capital flows, commodity dynamics, and currency regimes.

Gates, Suspensions and Redemption Risk Explained

MANAGED FUNDINVESTOR EDUCATION

Thu 26 Mar 2026

Gates, Suspensions and Redemption Risk Explained

Imagine needing to withdraw your investment from a fund and being unable to. This is the exact dilemma that investors all over the world have faced. For some, it has been temporary. For others, their money has never been recovered.

The Five Ways Smart Investors Sidestep the Biggest Mortgage Fund Risks

MANAGED FUNDINVESTOR EDUCATION

Thu 19 Mar 2026

The Five Ways Smart Investors Sidestep the Biggest Mortgage Fund Risks

When investors think about consistent income and risk management, mortgage funds are usually not front of mind. After all, their association with residential mortgage-backed securities can deter investors who remain cautious following the US subprime crisis that triggered the GFC. Those investors should bear in mind that Australia’s far more tightly regulated market offers protection against many of the same issues.

TECHNOLOGYMANAGED FUNDINVESTOR EDUCATION

Tue 17 Mar 2026

Software risk or renaissance?

Artificial intelligence (AI) is driving a structural shift across the technology landscape. This transition has sparked recent fear regarding the long-term viability of traditional software vendors and their established business models. Much of this fear stems from the perceived disruptive threat of AI challengers and the falling cost of software development.

Fee Stacks: The Silent Killer of Private Market Returns

PRIVATE ASSETSMANAGED FUNDINVESTOR EDUCATION

Thu 12 Mar 2026

Fee Stacks: The Silent Killer of Private Market Returns

If you’ve ever opened a performance report from one of your investments and then been disappointed by the actual dollar amount hitting your bank account, you’ll be very familiar with the concept that fees erode returns.

Sequencing Risk: Why Average Returns Don’t Matter

INVESTOR EDUCATIONMANAGED FUNDETF

Mon 9 Mar 2026

Sequencing Risk: Why Average Returns Don’t Matter

Investors are generally taught to focus on average returns as a gauge of investment success. This makes intuitive sense to most. Over the long run, developed market equities have delivered average returns of around 10% p.a. That solid result has reinforced the advice: stay invested, reinvest your dividends and compounding will do the heavy lifting for you.

Private Credit: The Five Ways Investors Actually Lose Money

PRIVATE ASSETSMANAGED FUNDINVESTOR EDUCATION

Thu 5 Mar 2026

Private Credit: The Five Ways Investors Actually Lose Money

It’s easy to see why private credit has grown exponentially in recent years. Investors have been forced to think differently about their portfolios to generate growth, income and maintain capital protection. The alternatives category as a whole has surged in popularity, with private credit accompanying the rise.

Passive Is Winning the Flows — But Active May Be Gaining the Edge

INVESTOR EDUCATIONMANAGED FUNDETF

Thu 26 Feb 2026

Passive Is Winning the Flows — But Active May Be Gaining the Edge

Passive investing has reshaped global equity markets over the past decade. Record inflows into low-cost ETFs have led many investors to question whether active management still has a meaningful role.

Australian vs Global Bond Funds: Currency Changes Everything

FIXED INTERESTMANAGED FUNDINVESTOR EDUCATION

Thu 26 Feb 2026

Australian vs Global Bond Funds: Currency Changes Everything

Following the exchange rate might be popular for those planning future international travel, but those planning their portfolios should not forget currency either. A shift in the exchange rate can mean an instant shift in the value or performance of your portfolio, depending on whether you have hedged any of your international exposures.

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