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Cornerstone Insights

Gold and global shares top podium in 2025

The precious metal underpinned another good year for investors

 

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How your portfolio performed

Active management delivered double digit returns in 2025

 

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Surging capital demand for AI reshapes investment strategies

The winners of AI are changing fast

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Why this manager sees private equity as art

Managing a diversified portfolio needs a deft hand.

 

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Hear from the investment experts for the latest market and portfolio update

The information during this quarterly update is limited to general information only, for existing investors

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Golden run for international markets continues

A rising tide lifted all boats in the September quarter, especially international shares and gold.

 

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How your portfolio performed

Cornerstone portfolios made the most of market conditions to deliver solid gains in the September quarter

 

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Considering private markets in your portfolio

More investors can now gain access to investments that were once available only to the world’s biggest investors.

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How this private credit manager invests for income

Australia’s credit market is attractive to investors due to its value-driven nature and repayment certainty.

 

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Technology race sends global sharemarkets running

Global sharemarkets moved past initial selloffs, driven by a resurgence in the artificial intelligence thematic and easing geopolitical tensions.

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How your portfolio performed

Active management capitalised on oversold sharemarkets, contributing to a positive June quarter for the flagship Cornerstone portfolio.

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When sell signals mean it’s time to buy

Strategic portfolio positioning matters when sharemarkets dislocate

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How this small companies fund manager invests your money

Matthew Fist from the Firetrail Australian Small Companies Fund explains why no day is the same in sharemarkets.

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Diversification pays off as DeepSeek, tariffs impact shares

Investors witnessed the real value of diversification in the first quarter as a decline in U.S. shares was offset by gains in other areas.

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How your portfolio performed

The flagship Cornerstone portfolio posted a modest quarterly loss despite a bigger dip in the sharemarket.

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Keep calm and carry on

Panicking when sharemarkets slump can be a costly mistake for investors.

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How this mathematician manages your money

Meet Dr Suhas Nayak from Allan Gray.

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US shares make 2024 a year to remember

Investors had much to celebrate as sharemarkets navigated U.S. election uncertainty to post strong gains.

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How your portfolio performed

The December quarter capped off an impressive year with the flagship Cornerstone balanced fund.

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Aussie healthcare company rides AI boom

Pro Medicus shares rose by over 40% after it was added to Cornerstone direct shareholdings. Read why.

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Why I always respect the market

Meet James Harwood from Russell Investments and find out why he always respects the market.

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Global rate cuts behind strong gains

Falling interest rates around the world helped drive market gains in the September quarter.

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How your portfolio performed

It was a strong start to the financial year for Cornerstone investors.

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Vinva adds extra dimension to portfolios

The Sydney-based fund manager uses a long short strategy to generate extra gains

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JB Hi-Fi defies cost-of-living crisis

Electronics and consumer goods giant JB Hi-Fi Group has delivered a windfall for Cornerstone investors since it was added to our parcel of 30 direct shareholdings in July this year.

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Why all good investors have a long-term view

Nick Burt from Vinva Investment Management reveals the biggest lesson from his 30-year career.

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Trump or Harris? It may not matter to investors.

Diversified portfolios tend to move higher after US election years – regardless of which party wins.

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AI, Aussie dollar keep investors smiling

Global shares did best in the June quarter – but it wasn’t just US tech stocks that shone.

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How your portfolio performed

Cornerstone portfolios navigated markets to produce a strong financial year gain.

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Ausbil strategy gives investors extra edge

Most people think stockmarket investing means buying shares. But there are other ways to build capital.

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Why we own Origin Energy

The energy company regained its mojo with an 18% return in the June quarter, including dividends.

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Why humility is a big part of investing

Meet the team - Gian Pandit, Deputy Head of Equities, Ausbil.

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How investors can beat inflation

Rising prices impact investments as much as your weekly shopping bill.

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Double factor delivers win for investors​

The artificial intelligence boom and hopes a recession will be avoided drove share markets to record highs in the March quarter to buoy returns from diversified portfolios.

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How your portfolio performed

A record run in share market meant that Cornerstone’s balanced portfolios got off to good start in 2024.

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Even bull markets need clever stockpickers

Wellington Management has continued to deliver for Cornerstone investors by separating hype from reality as the bull market drove share prices higher.

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This AI winner might surprise you

Demand for data centres as regenerative AI takes off is just one contributor to the outstanding share market performance of Goodman Group.

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Meet the team: Why I love watching economies evolve

Meet Lachlan Brumby from Russell Investments and find out why he ditched a career in law for funds management.

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Overcoming your retirement fears

F.O.R.O = Fear of running out.​

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Year of surprises ends on high note

An almost complete U-turn in interest rate predictions drove a Santa Claus rally that gifted investors with bumper gains from both global and Australian shares in the December quarter.

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Strong year for Cornerstone portfolios

Robust market conditions meant the Cornerstone portfolios finished the year in good shape as our disciplined investment strategy optimised returns from major asset classes – while also minimising the risk of loss.

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How Cochlear beat health sector blues

The hearing implant manufacturer defied headwinds facing the health sector in 2023 to deliver double digit gains to investors. Other medical technology companies may now follow suit.

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Has China’s economy lost its lustre?

All eyes are on China’s economy in the Year of the Dragon as a slowdown could affect financial markets. The good news for Australian investors is the local impact may be minimal.

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Why I’m a life-long learner

Meet Jelena Stevanovic from Platypus Asset Management and hear about her role as one of the fund managers who invests in Australian shares on behalf of Cornerstone clients.

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How to avoid this common retirement challenge

A mathematical quirk can derail retirees’ investments.

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All eyes on interest rates

The rate outlook is a big factor driving investment returns.

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How the portfolios performed in Q3 2023

The market environment has been ripe for stock picking.

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Three stocks that delivered the goods

Find out the top holdings in our direct share portfolio.

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Understanding multi-manager investing

How handpicked fund managers make your capital work harder.

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Why I love a good conversation

Meet Jane Williams,
Senior Research Analyst,
Russell Investments
in Sydney.

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Shares defy gloom to buoy returns

Sharemarkets capped off the financial year with another solid quarter but the outlook for some assets is now less certain.

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Beyond mainstream investing

We take a close look at “alternative investments” – a less understood part of our portfolio which has performed well.

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Why we own Harvey Norman

Find out why Harvey Norman is one of our direct equity investments – and how it fits with our other shareholdings.

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My biggest lesson in finance

Get to know one of the fund managers responsible for your capital – Andrew Zenonos from Russell Investments in Sydney.

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How your portfolio performed

The market environment has been ripe for stock picking.

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How to cope with market volatility

Knowing when to enter unpredictable markets can be a challenge even for seasoned investors. Here’s how dollar cost averaging can help.

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Cornerstone Financial Group Pty Ltd is a wholly owned subsidiary of Invest Blue Pty Ltd (ABN 91 100 874 744) which is an Authorised Representative and Credit Representative of Akumin Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706.

This website contains factual information only about the Cornerstone and Russell Investments Managed Portfolios. The information provided is not intended to imply any recommendation or opinion about a financial product. This website has not been prepared having regard to any retail investor’s objectives, financial situation or needs. Before making an investment decision, an investor should also consider the latest disclosure document in respect of the Managed Portfolio (‘‘Disclosure Document’’) and / or seek financial advice in deciding whether to make or continue to hold, an investment in the Managed Portfolio. The Disclosure Document can be obtained by contacting a financial adviser or the platform operator(s) offering the Managed Portfolio.

Russell Investment Management Ltd ABN 53 068 338 974, AFS Licence 247185 (RIM) is the investment consultant to Invest Blue Pty Ltd for the Cornerstone Retirement Solution and Cornerstone Managed Portfolios. RIM is also the investment adviser to the issuers of the Cornerstone Managed Portfolios.