Welcome to AXIS - connecting you to ideas and insights on the latest financial market news and investment strategies.
The emerging market trade returns in 2025
Emerging market equities are outperforming in 2025, reigniting adviser interest in their role in portfolios.
Video: AUSIEX seeing strong retail shift to resources
In a recent interview with ausbiz, Chris Hill, AUSIEX's National Manager of Strategic Relationships, states opportunistic purchasing patterns are evident, particularly with a tilt towards the commodities and resources sector.
Second half outlook: shares may still deliver despite uncertainty
Expensive valuations and ongoing risks are driving a cautious outlook for the remaining of 2025.
Diversification and global exposure drive advised investor strategies in H1 2025
Advised investors made a strategic shift towards increased diversification and defensive strategies in the first half of 2025, adding international equity exchange traded funds and fixed income exposures to their portfolios to navigate the uncertain investment environment of 2025.
An option to reduce stock volatility
Lewis Taie, Senior Manager Derivatives Program at AUSIEX notes more experienced investors and advisers are considering using options, in particular collar strategies, to provide cost-neutral downside protection.
Rebalancing: Portfolio impacts from S&P/ASX 200 Index changes
The upcoming ASX 200 rebalancing highlights how index changes - while routine - may influence trading dynamics, liquidity, and implementation costs, with implications for benchmark-aware portfolio management.
SMSFs and advisers shift to equal-weighted ETFs amid rising concentration risk
Equal-weighted Exchange Traded Funds (ETFs) may offer a useful tool for those pushing to diversify away from pockets of Australia’s increasingly concentrated sharemarket.
Professional investors to add more crypto to portfolios in 2025
Institutional investor appetite for crypto currency may provide impetus for its addition to retail portfolios over time.
Strategies to optimise ETF trade execution
Advisers can improve outcomes for clients with ETFs by following a few simple rules.
Video: AUSIEX discuss the trading strategies of boomers versus millennials
In a recent interview with ausbiz, Chris Hill, AUSIEX's National Manager of Strategic Relationships, shared insights from our latest white paper 'SMSFs Under Advice'.
Advisers buy ETFs and bargain blue chips amid volatility
Advisers bought the dip and positioned for recovery after Liberation Day.
Active ETFs to make more assets available to retail market
Assets in active ETFs are forecast to more than double globally by 2029.
Europe's stockmarket rally may have steam left
There is cautious optimism that momentum may push European shares higher after a strong start to the year.
Advisers look beyond banks and resource companies for gains
Advisers added industrials, big AREITs and a mid-cap ETF to client portfolios in February.
How advisers use ETFs in SMSF portfolios
ETFs are now an investment vehicle of choice for financial advisers and their SMSF clients.