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INVESTMENT PRODUCT News & Analysis

Future Focus: How to invest on a modest salary
Personal Finance
Future Focus: How to invest on a modest salary
There are ways you can invest, even if you only have a small surplus.
Shani Jayamanne | 08 April 2025
Unpacking investment risk in superannuation
Personal Finance
Unpacking investment risk in superannuation
Understanding investment risk in superannuation is crucial for your retirement account. Here's a guide on how to define, take, and manage risk to...
Annika Bradley | 13 March 2025
Future Focus: Why I use managed funds
Funds
Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
Shani Jayamanne | 26 February 2025
Unconventional wisdom: The not so inevitable investment case for AI
Personal Finance
Unconventional wisdom: The not so inevitable investment case for AI
Investors overpay for stories and some are too good to be true.
Mark Lamonica | 26 February 2025
Unconventional wisdom: A controversial income pick
Stocks
Unconventional wisdom: A controversial income pick
Rigid definitions of income and growth shares may be holding investors back.
Mark Lamonica | 26 February 2025
3 factors that enable financial advisers to improve returns by 3%
Personal Finance
3 factors that enable financial advisers to improve returns by 3%
An understanding of how advisers add value allows self-directed investors to set themselves up for success.
Shani Jayamanne | 18 February 2025
Morningstar superannuation survey
Retirement
Morningstar superannuation survey
The top performing superannuation funds.
Shamir Popat | 18 December 2024
Is the "watch and wait" investing strategy for you?
Personal Finance
Is the "watch and wait" investing strategy for you?
I walk a potential watchlist candidate through some of my investing criteria.
Joseph Taylor | 18 November 2024
Active or passive? Neither works for many investors.
Personal Finance
Active or passive? Neither works for many investors.
Investor behaviour makes it very difficult for active managers to outperform. The same behaviour causes many passive investors to trail the very...
Mark Lamonica | 07 November 2024
Should I lever up?
Personal Finance
Should I lever up?
The role of borrowing in an investment portfolio, and products that offer it.
Shani Jayamanne | 10 October 2024