Money & Macro

Understand what is moving your money.

Ideas, perspectives and practical explanations on markets, investing and financial decisions — without the unnecessary complexity.

Markets & MacroInvestingWealthMoney Decisions
About Money & Macro

A growing knowledge base for better financial decisions

We are building Money & Macro as a growing collection of ideas and practical explanations around investing, markets, wealth and financial decision-making.

Some pieces will be short perspectives on what is happening in markets. Others will take a deeper look at the financial decisions that matter over time.

Our aim is simple: make complex financial topics easier to understand and more useful in real life.

Articles

Perspectives on markets and money

Explore by topic

MarketsWhat’s moving markets and why
InvestingInvestments, portfolios and how they work
Financial StrategiesPractical approaches to financial decisions
Wealth ManagementBringing investments and financial planning together over time
Investing

Unit Trusts, Demystified

Unit trusts can offer diversification and professional management, but investors still need to understand what they own, how distributions are generated and the role each fund plays in a portfolio.

Article • 21 September 2026 • 4 min read

Learning in Practice

Smart Investing Starter Workshop

15 August 2026 · 3 hours

Facilitator and participants at the Smart Investing Starter Workshop

A practical introduction to investing, covering investment foundations, portfolio thinking and how markets behave. Participants also explored basic technical analysis tools and how they can be used to better understand market movements. The session focused on building practical knowledge and more disciplined investment decision-making.

WHAT PARTICIPANTS SAY

Feedback from the Smart Investing Starter Workshop

“The Smart Investing game makes you think through the rationale before deciding how to allocate the available funds.”
“Interesting and engaging.”

Interested in future workshops? Let us know through our Contact page.

Keep Me in the Loop

NorthAxis workshops are educational in nature and are not intended to promote specific financial products.

NorthAxis Fund Evaluation Framework

28 September 2026 · 2 hours

Financial advisers participating in the NorthAxis Fund Evaluation Framework workshopAdvisers discussing fund shortlists during the workshop

A practical workshop for financial advisers on evaluating and shortlisting Unit Trusts using a structured framework.

The NorthAxis FUND™ Framework:

  • F — FRAME the Client Objective
  • U — UNDERSTAND the Fund
  • N — NARROW the Universe
  • D — DECIDE with Evidence

The session combined framework-based learning with practical group work. Advisers worked through SRS, CPF-OA and cash scenarios, considered fund mandate, portfolio, performance, risk and portfolio fit, and then presented and defended their three-fund shortlists.

Interested in Adviser Workshops?

Register Your Interest

NorthAxis workshops are educational in nature and are not intended to promote specific financial products.

Have a financial question worth exploring?

Good decisions often begin with better questions.

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