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.
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.
Bank hybrids may still stack up for investors
The popular securities may remain attractive investments until they are phased out next decade.
Stock selection key to investing in 2025
Expectations for shares next year are mixed – but pockets of the market may deliver better gains than others.
Most read on AXIS 2024
Our most read content from 2024.
Where to find the highest dividends in 2025 – both in Australia and offshore
The highest dividends in the third quarter were paid by companies from global markets including the US, Hong Kong and Australia.
European sharemarkets under the microscope
The region’s shares can get lost in the news about global markets.
US election unlikely to impact long term investments
Diversified portfolios have delivered positive returns in most US election years even if there is volatility in the lead up to voting.
Reporting season reveals companies likely to outperform
The recent earnings season gave a strong indication of both the market outlook and prospects for individual stocks.
Navigating the rise of female wealth custodians
The growing number of female millionaires provides an opportunity for advisers to expand their client base.
Next steps for advisers in intergenerational wealth transfer
An AUSIEX white paper provides key insights into the opportunities and challenges for advisers as Baby Boomers pass on their wealth to heirs.
Choosing technology – which is right for you?
Choosing the right technology and vendors can make a real difference to the ability of advisers to service SMSF clients efficiently and cost effectively, writes Chris Hill, National Manager, Strategic Relations at AUSIEX.
Self managed super fund investors turn to advisers amid market uncertainty
A deep dive by AUSIEX into the composition and trading habits of advised self managed superannuation funds provides valuable intelligence for SMSF advisers.
Which stocks are popular with SMSF investors?
The answer depends on whether they use a financial adviser.
Global dividends set to rise in 2024
High-quality international companies offer attractive yields as well as upside potential for capital gain.
Earnings season under the microscope
Company profits mostly surprised on the upside – but it pays to dig deeper into the results.
What fund managers expect in 2024
While the market outlook remains uncertain, there will be some bright spots next year according to experts.
Most read on AXIS 2023
Our most read content from 2023.
US shares can pay dividends too
International equities sometimes get a bad rap for lacking the income offered by Australian stocks. But dividend-paying companies do exist offshore.
Is it time to hedge global equity investments?
The slide in the Australian dollar has raised the perennial question of whether it’s worthwhile hedging for currency risk.
Fund managers eye small companies
An improved earnings outlook is one factor piquing interest in stocks outside the biggest names.
Keep an eye on real interest rates in portfolio construction
The timing of any reduction in official interest rates could be a key concern for equity investors in the months ahead.
Earnings season report card – which companies delivered?
Three market commentators spoke to AUSIEX about the upshot of the August reporting season.
How to set asset allocation in an uncertain world
There is more to portfolio construction than a simple division between shares and bonds.
Data snapshot: what stocks have been the most traded on the ASX?
Just because a stock is one of the largest on the ASX does not mean it’s one of the most traded. The exception is BHP, which was the most consistently traded stock week in, week out, over the past few months.
An underutilised tool in income investing – ASX Options
Savvy advisers and investors are tapping the local ASX options market for a supplementary source of income in addition to dividends and fixed income.
Buy, sell or hold? Australia's biggest stocks under the microscope
The prospects for Australia’s most commonly held shares are a major consideration as investors position their portfolios for 2024.
What will the year bring for investors?
Five experts reveal their market outlook plus their expectations for the upcoming earnings season.
Where to next for fixed income ETFs after bumper inflows
Fixed income emerged as an asset class of choice for investors over the past year. Has the outlook for bonds now changed?
Little relief in sight for Australian bank shares
The big four banks delivered solid first-half results but headwinds have dimmed the sector outlook. What does it mean for shareholders?
Why some experts believe small caps may be ripe for revival
There is increasing interest outside the top ASX stocks as local small companies come back onto the radar – is it justified?
Intergenerational wealth transfer set to accelerate
The unprecedented transfer of wealth from Baby Boomers to other generations has picked up pace and provides a challenge and opportunities for advisers.
How to build a truly global portfolio with ETFs
The large number of Exchange Traded Funds dedicated to international shares belies the home bias that can potentially dominate the portfolios of Australians.
Video: Options give you options
Options give investors more options: In a recent interview with Andrew Geoghegan on Ausbiz TV, AUSIEX Head of Sales, Trading and Customer Relationships, Te Okeroa, discusses how options trading may provide not just protection, but income for investors in an upward rates cycle.
Key takeouts from reporting season
Five experts give their verdict on the recent ASX reporting season.
Fixed interest resurgence fuels ETF innovation, inflows
Exchange traded funds (ETFs) with a focus on fixed interest were among those that benefited most from renewed appetite for fixed interest over the past 6 months as investors looked to build allocations to an asset class that suffered an atypical decline in 2022.
Advisers turn to capital notes to generate more investment income for clients
There are ways to generate regular and consistent income for investors other than just fixed income and dividends. Advisers have been turning to capital notes, according to AUSIEX data.
SMSF funds look to financial advisers to navigate market turbulence
A new analysis of SMSF clients reveals the areas where they most need professional support.
Most read on AXIS 2022
Our most read content from 2022.
Listed real estate sell off sparks increasing interest from investors
Australian’s love property, but when it comes to listed property, there has been little to love lately. The recent market downturn and tougher macroeconomic environment hit the AREIT market hard this year, but there are signs that may be turning around.
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.
Post-pandemic, A-REITS faces challenges and new opportunities
Australia’s real estate investment trusts have weathered a volatile time since the pandemic storm hit but the asset has proved its resilience and new opportunities are emerging.
Women taking more control of their finances and trading through SMSFs
One message of International Women's Day is about female empowerment, especially regarding personal finance. AUSIEX data shows SMSFs are proving to be the vehicle of choice for younger women to take control of their financial future and invest their retirement savings.
The Metaverse may be the future but the opportunities are now
The Metaverse might still sound like science fiction but companies are building it now, and the investment opportunities are being seized on.
Younger investors to the fore as fin-tech and climate-tech spur trading on AUSIEX
Surging interest in financial technology and climate themes helped shape trading in the heavyweight mining and financial services industries over 2021 as younger investors flocked to the market.
Home and away: Investing in climate change
Now that Australia has set a 2050 target for net zero emissions, the race is officially on to find industries, technologies and investments that can help get us there. The challenge for investors is whether to back portfolios of international pure-play exposures, or invest in local companies that are changing the way they do business.
SMSFs increasingly for the Ys and the Zs
Out of sight, out of mind – that was a common description of superannuation in the past. However, AUSIEX trading data is now painting a different picture.
ETF take-up surges during pandemic
Take-up of exchange traded funds (ETFs) is growing strongly as advisers seek efficient and timely ways to diversify portfolios and invest thematically in a rapidly evolving market.
The rise of the younger self-directed investor
A new generation of younger, self-directed investors has flocked to the stock market during COVID, creating opportunities and responsibilities for the industry.
Women take the lead in trading
New data from AUSIEX reveals that women are closing the gap on men when it comes to investing, representing an emerging opportunity for advisers.
Record economic rebound
National Accounts
Biggest lift in spending in 12 years
Retail trade | Statement on Monetary Policy
Year in Review. Year in Preview
2020 recap and 2021 outlook
Why the ETF trend is not always your clients' friend
ETFs are popular with advisers and their clients as they are cheap to buy into and require little administration. However, volatile markets and sector concentration bring their own risks.
What's next for the Australian, Asian and global economies?
Like many other economies, Australia has benefited from decades of global trade and investment, which the arrival of COVID-19 has severely curtailed. We examine the predictions of leading analysts.
Millennial investors see opportunity in 2020 disruption, despite risks
Online brokers are seeing record numbers of account openings despite market volatility. Financial advisers are well placed to assist new investors.
Demand for financial advice is soaring during COVID-19
The pandemic and lockdowns have increased collaboration between advisers and clients, including the demand for financial advice.
What US exposure means for investors
Australian investors who bet on the US tech mega-caps to outperform through the COVID-19 pandemic have been handsomely rewarded. However, the way forward is less certain.
How to structure a professional year
New entrants to the financial advice industry will have their first 12 months mapped out by FASEA rules designed to ensure relevant skills are learned under close supervision.
The sharing economy: will disrupted incumbents bounce back in 2020?
The sharing economy will continue to disrupt established businesses but CommSec Chief Equities Economist Craig James warns that incumbents are increasingly finding ways to fight back.
How to engage employees on your innovation journey
Staff training underpins innovative organisations. But not just any training. Commonwealth Bank’s latest Business Insights report analyses which programs work best.
Making flexible work realistic for financial advice practices
Three ways to make flexible working arrangements realistic for financial advice practices.