Investment Ideas

When 'cash' isn't cash: Looking beyond the label
Investment Ideas
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When 'cash' isn't cash: Looking beyond the label
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Understanding the difference between cash equivalents, money market instruments and short-term credit.

Success breeds success: harnessing momentum in global markets
Investment Ideas
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Success breeds success: harnessing momentum in global markets
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Our newest ETF (GTUM) provides investors with exposure to global companies exhibiting strong price momentum.

Why the US dollar could hold the key to global equity returns
Investment Ideas
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Why the US dollar could hold the key to global equity returns
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The structural case for US dollar weakness remains intact.

What’s going on beneath the surface of Australian equities?
Investment Ideas
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What’s going on beneath the surface of Australian equities?
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While the ASX may finish the year positively, performance will likely be differentiated.

Will the US beat the rest in 2026?
Investment Ideas
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Will the US beat the rest in 2026?
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2025 was a standout year for European, Japanese and EM equities - all outperformed the...

Critical minerals in the age of AI and tariffs
Investment Ideas
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Critical minerals in the age of AI and tariffs
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How AI, electrification and geopolitics are reshaping critical minerals for long-term investors.

Investment ideas