Welcome to AXIS - connecting you to ideas and insights on the latest financial market news and investment strategies.
CBA: What are the options?
More experienced investors and advisers can use options and, in particular, collar strategies to provide cost-neutral downside protection where they may be seeking to hold the underlying stock for at least 12 months to be entitled to the CGT discount.
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.
Fixed income ETF listings jump to meet demand
A range of new ETFs provide new options for advisers building bond portfolios for clients.
Global listed infrastructure may provide portfolio counterbalance in year ahead
The sector may offer more attractive valuations than broader indices used to measure market performance.
Private debt boom reaches the ASX
The number of listed investment trusts which allow advisers to add private debt to clients’ portfolios is growing.
Australian small companies on investors' radars in 2025
Analysts are optimistic local small caps will have a solid year if the market environment turns in their favour as anticipated.