Funds Management

Acommoditysupercycle refers to an extended period—often lasting a decade or more—during which prices of raw materials rise above their long-term trend. These cycles are typically driven by structural shifts in global demand, supply constraints, and macroeconomic forces. For investors, especially institutional funds, supercycles present …

In recent years, global security concerns have moved to the forefront of economic and political discussions. Military conflicts, geopolitical rivalries, and the rapid expansion of digital technologies have created new challenges for governments and businesses worldwide.

A mutual fund is an investment vehicle that collects capital from multiple investors and allocates it across a range of securities such as stocks, bonds, and other instruments. Investors receive units of the fund, with the value of these units, measured as Net Asset …

Markets reward discipline over drama. Yet when it comes to building wealth, investors are often pulled between two very different philosophies. One prioritises strategic decision making, research and timing. The other relies on broad exposure, patience and cost efficiency. Both aim to grow capital, …

A core portfolio typically consists of broad-based, low-cost funds that deliver market-linked returns with high diversification. These often include total market equityETFs, large-cap index funds, or diversified fixed income instruments.

Many investors focus on past returns, fund rankings, and fees, but the biggest driver of long-term outcomes often sits outside theportfolio— the macroeconomic cycle. In Australia,inflationtrends and the policy decisions of theReserve Bank of Australia (RBA)directly influence how asset classes perform and how funds …

Franking credits are a feature of Australia’sdividendimputation system and play a measurable role in shaping returns forequity-focused funds. The system was introduced to reduce the double taxation of corporate profits by allowing shareholders to receive a credit fortaxalready paid at the company level. For …