Welcome to AXIS - connecting you to ideas and insights on the latest financial market news and investment strategies.
US earnings surge puts rebalancing on the agenda
US reporting season rewarded many investors, but advisers may need to check whether portfolios are now more concentrated than clients intended.
Trade Watch: What advisers bought and sold in April 2026
There were few surprises in trading patterns among advisers in April – though not all their positions reaped early rewards.
Issuers race to replace hybrid income
Advisers now have more options to consider after the phased abolition of bank hybrids.
US mega IPOs put space, AI in focus
A string of high-profile US listings will broaden the universe of investment themes available to advisers and their clients.
The case for bonds in an uncertain world
Philip Brown, Head of Research at FIIG Securities, shares his perspectives and observations on how bonds are responding to war, inflation and shifting expectations of what constitutes a ‘safe-haven.’
Trade Watch: What advisers bought and sold in March
Advisers added stocks related to artificial intelligence and data centres, among others, to portfolios last month.
How does war really impact equity markets?
While war can stir market volatility, history suggests the damage is often less enduring than the headlines might imply.
Advisers reshape SMSF investment strategies
ETFs are now a cornerstone of portfolio construction as fixed income and global shares feature more in trading on the AUSIEX platform.
Five income stocks to consider after reporting season
Some profit announcements stood out not just for current dividends – but also for companies’ potential to increase yield further.
Beyond US exceptionalism: the case for ex-US equities
Valuations, concentration and tariff volatility are reviving interest in developed markets ex-US, as allocators seek broader return drivers.
The global opportunity: Why more investors and advisers are turning to direct international investing
Global investing over recent years has moved firmly into the mainstream. Australian investors - both institutional and retail - and their advisers are looking beyond domestic borders for diversification, growth, and opportunity.
An adviser's guide to index options
There’s more than one way to use index options to the benefit of clients.
Quantum computing: the next tech frontier after AI?
The technology is moving from theory to a potential investment theme for those with a long-term focus.
Did they deliver? Reviewing three options strategies from June 2025
The options strategies below were presented in the June ASX adviser day in conjunction with MST. This article reviews the success or failure of each strategy and the relative performance against underlying stock where applicable.
Active fixed income finds its edge
Active fixed income investing has gained momentum at the same time as bonds returned to the limelight.