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Contrarian Investing in the Age of Real-World AI

we are in the midst of profound disruption. This is likely to be beyond a typical generational disruption that happens every 20-30 years. This technological singularity is expected to cause dramatic and irreversible changes to human civilization, far beyond typical generational disruptions such as electrification, the internet, or even current generative AI.

TechnologyManaged FundShares
13 Feb 2026
 · Chris Watson & Simon Raubenheimer
 · 13 MIN READ

Contrarian Investing in the Age of Real-World AI

we are in the midst of profound disruption. This is likely to be beyond a typical generational disruption that happens every 20-30 years. This technological singularity is expected to cause dramatic and irreversible changes to human civilization, far beyond typical generational disruptions such as electrification, the internet, or even current generative AI.

TechnologyManaged FundShares
13 Feb 2026
 · Chris Watson & Simon Raubenheimer
 · 13 MIN READ

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End of Hybrids: A Time for Yield with Franking

At the beginning of this week, we saw APRA release its decision on the $43B Hybrids market. Hybrids have been an instrument used primarily by banks to increase Tier 1 Capital levels and were a combination of debt and equity, hence the name “hybrid”. In this week’s piece we are going to look at the bank hybrids market, a popular investment category that has grown to be worth $43 billion since first being offered to retail investors in 1998.

SharesFixed Interest
18 Mar 2025
 · Phil Cornet
 · 4 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

Don’t overlook active equity funds for long-term gains

Many investors lack the time, expertise, or desire to manage their stock portfolios, making actively managed equity funds an easy and practical solution. Unlike passive funds, which simply track the market, active equity funds employ stock-picking and strategic adjustments to target objectives like growth, income, or diversification. This active approach allows fund managers to capitalise on market opportunities and adapt to changing conditions.

Managed FundSharesInvestor Education
11 Dec 2024
 · Ankita Rai
 · 6 MIN READ

Are markets too bullish?

It’s fair to say the S&P 500 has led global markets up a wall of worry over the past couple of years. But the S&P 500’s gradual grind higher evolved into full on market euphoria when Trump won the US election so convincingly. We all know that market euphoria tends to end in tears. The dot-com bubble was a memorable example. With those memories in mind, it’s worth asking the question: are US/global markets too bullish?

MacroInvestor EducationShares
2 Dec 2024
 · Simon Turner
 · 6 MIN READ

The Fed’s cut may be the starter gun for small cap outperformance

With the Fed initiating a rate cutting cycle in September, investors are increasingly focusing on asset classes positioned to outperform in a falling rate environment. Enter smaller companies. Historically, small-cap stocks have outperformed their larger counterparts during periods of declining interest rates — and this trend seems to be taking hold as both global and domestic small-cap benchmarks have shown improved performance in recent months.

Asset AllocationManaged FundShares
24 Oct 2024
 · Ankita Rai
 · 5 MIN READ

How to invest in start-ups without losing your shirt

With ‘brain drain’ increasingly being the name of the game in the publicly listed markets, not to mention the ever present pull of the US market for innovative emerging Australian businesses in the need of capital, it’s hard to ignore the growing role of private equity and direct start-up investing in most investors’ portfolios. It’s also hard to ignore the fact that start-up investing entails its own unique risks. Many investors have been wrong-footed by the marked differences of start-up investing versus investing in publicly listed companies. The good news is with the right strategy it’s possible to invest in a portfolio of start-ups without losing your shirt.

Investor EducationAsset AllocationShares
23 Oct 2024
 · Simon Turner
 · 6 MIN READ

Australia vs the US: the equity market showdown

Welcome to the match. It’s time for a showdown between the green and gold of the Australian equity market and the red, white, and blue of the American stock market. Both countries are fierce competitors with successful track long term records so we can expect a hard-fought match. We’ll assess our competitors based on three key factors: 1) historical performance, 2) EPS growth, and 3) valuations. It’s fine to cheer for your team during the match, but please keep it respectful.

SharesAsset AllocationInvestor Education
17 Sept 2024
 · Simon Turner
 · 5 MIN READ

The case for active fund management

Active fund management has long provided investors with easy access to professional management expertise across a range of asset classes. With equity markets reaching high valuations driven by tech stocks, stock picking has arguably become more important than ever. So it may be an ideal time to increase your exposure to active funds with the stock picking expertise required to navigate what’s coming next in financial markets.

Managed FundInvestor EducationSharesETF
5 Sept 2024
 · Ankita Rai
 · 5 MIN READ

The misunderstood downsides of long-term investing

While long-term investing is often touted as the key to success in the stock market, there’s a body of evidence that challenges the idea. Even Warren Buffett, who championed the 'forever' investing style, has occasionally betrayed his advice. Research shows that out of 230 stocks held by Berkshire Hathaway between 1980 and 2006, 60% were owned for less than a year. So even staunch long-term advocates adjust their strategies based on market conditions.

Investor EducationManaged FundShares
29 Aug 2024
 · Ankita Rai
 · 6 MIN READ

Volatility’s back: stay calm and carry on

It’s been a wild ride for investors of late with volatility returning to global markets catalysed by the unwinding of the Yen carry trade. Whilst intermittent volatility shouldn’t surprise anyone, it has surprised the investors who’d grown to believe that equity markets gradually increase in value forever. What investors do next will arguably define whether 2024 is a good or a bad year for their portfolios…

Managed FundSharesMacro
6 Aug 2024
 · Simon Turner
 · 5 MIN READ

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