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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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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 ThemesTechnologyShares
26 Oct 2023
 · Simon Turner
 · 8 MIN READ

Legendary CEO Shares Secrets to 150,000%+ Returns

It’s not often the management of companies which outperform in the extreme share the secrets of their success with the investment world at large. When it happens, it pays to sit up and listen. For investors, these conversations provide valuable clues as to how to identify the management teams of future multi-baggers.

Investor EducationShares
19 Oct 2023
 · Simon Turner
 · 12 MIN READ

Why you should be dollar cost averaging

It’s long been recognised that stock markets have a habit of making intelligent people look stupid. The fundamental reason is simple but often ignored… share price movements can be wild and unpredictable, and often confound investor’s expectations. And yet, with investors increasingly watching their stock price movements like hawks the temptation to account for unexpected stock moves with rational explanations often leads to sub-optimal results.

Investor EducationSharesManaged Fund
27 Sept 2023
 · Simon Turner
 · 6 MIN READ

What’s the right timeframe for investing in equities?

Aussie investors are generally overweight equities so establishing the right timeframe for equity investment is a common question. It’s also core to ensuring your portfolio delivers the performance you want and deserve. And with average holding periods moving in the wrong direction, the chances are high that many investors are leaving valuable returns on the table. So it could well be time to ask yourself… what’s the right timeframe for investing in equities?

SharesInvestor Education
13 Sept 2023
 · Simon Turner
 · 6 MIN READ

China's economic slump casts a shadow over ASX

The economic news from China is getting worse. From deflation to falling exports, high unemployment, and a debt-laden property sector, the global economic powerhouse is facing significant challenges. Clearly, these growing economic challenges are bad news for the many ASX-listed stocks exposed to China.

MacroShares
6 Sept 2023
 · Ankita Rai
 · 5 MIN READ

Nvidia earnings prove AI boom is for real

Nvidia's second-quarter earnings show just how lucrative it can be to sell powerful chips that help drive AI applications. After delivering a revenue forecast that topped expectations, Nvidia shares soared to an all-time high of US$512 in August. The chipmaker is up more than 240 per cent year to date, adding more than $800 billion in market value. This remarkable surge has solidified its position as one of the most important tech companies, boasting a valuation of over $US1.2 trillion.

TechnologyShares
30 Aug 2023
 · Ankita Rai
 · 4 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?

SharesMacroAsset Allocation
28 July 2023
 · Simon Turner
 · 5 MIN READ

Could Generative AI be the next investment goldmine?

The AI craze continues to take the market by storm, with investors showing unprecedented interest in the technology since ChatGPT’s debut a mere eight months ago. It’s easy to see why the market has become so excited. The AI sector is expected to grow by 42% p.a. over the next decade, with the initial surge coming from businesses providing the necessary infrastructure to train AI systems, followed by applications and devices that use AI.

TechnologySoftwareShares
19 July 2023
 · Ankita Rai
 · 5 MIN READ

The changing fintech landscape

The global fintech sector has evolved dramatically over the past decade with rapid growth alongside widespread smartphone adoption. It has fundamentally transformed areas like payments, banking, and lending, while giving rise to some of the best-known startups such as Afterpay, Judo Bank, Airwallex, and PEXA.

FintechSharesInvestor Education
6 July 2023
 · Ankita Rai
 · 5 MIN READ

How to use ESG scores to your advantage

As more investors understand the performance-enhancing and risk-reducing benefits of investing in ESG oriented strategies, demand for ESG data is on the rise. That’s all good and well, but how can individual investors benefit from integrating ESG scores into their decision-making process without being ESG experts?

ESGSharesInvestor Education
30 June 2023
 · Simon Turner
 · 6 MIN READ

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