AXIS aims to connect you to ideas and insights designed to inspire, inform and educate you on the latest industry news and insights on the market, investments, and trading.
Margins, outlook statements the key to 2022 profit season
High commodity prices and a post-COVID bounce in employment and spending will drive results for 2022, but rates and inflation pose threats into next year.
ESG Risk: Navigating green claims and credentials
ESG claims are under increased scrutiny and investors and advisers need to take care.
Investing in Thematic ETFs now needs Active Management
Thematic ETFs have boomed during the dramatic equity market recovery that has followed the Covid-19 shock, dubbed ”the everything rally”. Going forward, investors will need to be more selective and ensure their thematic ETFs are based on solid, confirmed megatrends that have a probability of play out over the long term.
Increased interest in private credit as inflation takes off but be cautious
As rising inflation and interest rates bring an end to the ‘everything boom’, private credit funds may offer capital protection and higher yields for investors.
Major banks on track for profit growth but challenges ahead
Interest rate hikes, a cooling economy and technology disruption are all set to hit the Australian banks this year. While the major players have all just reported positive results, the challenges keep growing so are the big 4 banks worthy of consideration?
Sharply rising inflation puts focus on hedging strategies
Inflation is firmly on the rise and looks set to remain high for longer than most investors have experienced in recent memory. We look at how to prepare portfolios for the new world.
Advised SMSF Clients Drive New Accounts, Trading Activity
Self-managed super funds guided by advisers have re-emerged as a distinct force in the Australian market since the pandemic, driving growth in account numbers, overtaking self-directed SMSFs by new account openings and showing more engagement in their trading than non-advised SMSFs, according to new AUSIEX data.
Commodities surge set to outlast supply disruptions as ESG pressures build
Recent geopolitical uncertainty has helped strengthen mining, energy and commodity stocks already enjoying a post-covid surge but the sudden boom may prove longer-lasting than many expect as decarbonisation pressures grow.
Post-pandemic boost to the digital healthcare sector
The pandemic has sped up the digital transformation of the economy, boosting the scale of data being produced while leading to a surge in the focus on healthcare, creating new opportunities in digital healthcare providers.