Welcome to AXIS - connecting you to ideas and insights on the latest financial market news and investment strategies.
Why active managers are winning the small cap battle
Active managers hold a clear edge in Australian small caps. New Morningstar data shows consistent outperformance over 3, 5, and 10 years, as passive index inefficiencies widen, and investor interest sees adviser demand rise.
Why quality investing is for 'all seasons': VanEck
In its latest fund manager interview, AUSIEX spoke to Jamie Hannah, Deputy Head of Investments and Capital Markets at VanEck, to dive deeper into its factor-based, or smart beta Exchange Traded Funds.
Global investors eye outlook for Japanese equities after strong run
Exchange Traded Funds (ETFs) allow advisers to build allocations to Japan for suitable clients
Accessing the AI boom through infrastructure ETFs
Advisers could bypass headline stocks and tap the megatrend through ETFs focused on the power and infrastructure companies driving AI’s growth.
Golden trade execution rules for options
There’s more to executing an order for Exchange Traded Options than just hitting buy or sell.
Advisers opt for ETFs amid reporting season shocks
CSL’s record fall and BlueScope’s profit miss sparked heavy selling, but advisers kept clients anchored in diversified ETFs and fixed income plays.
Why equity valuations might soon matter again
In the first of a series of fund manager interviews, AUSIEX spoke with Mr. Hugh Selby-Smith, Co-Chief Investment Officer at Talaria, to gauge his views on the market.
How to get the best out of international share trading
Trade execution can improve outcomes when buying or selling direct global shares.
Top takeouts from August reporting season
The latest round of profit announcements gave a real sense of the outlook for popular stocks.
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.