Self managed super fund investors turn to advisers amid market uncertainty
Data InsightsInvestment & Trading Strategies

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?
Data InsightsInvestment & Trading Strategies

Which stocks are popular with SMSF investors?

The answer depends on whether they use a financial adviser.

Global dividends set to rise in 2024
Data InsightsEconomics & MarketsInvestment & Trading Strategies

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
Data InsightsEconomics & Markets

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
Data InsightsEconomics & Markets

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
Data InsightsEconomics & MarketsInvestment & Trading Strategies

Most read on AXIS 2023

Our most read content from 2023.

US shares can pay dividends too
Data InsightsEconomics & Markets

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?
Data InsightsEconomics & Markets

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
Data InsightsEconomics & Markets

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
Data InsightsEconomics & Markets

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?
Data InsightsEconomics & Markets

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
Data InsightsEconomics & MarketsInvestment & Trading Strategies

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?
Data Insights

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
Data InsightsEconomics & Markets

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
Data InsightsEconomics & Markets

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?
Data InsightsEconomics & Markets

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
Data InsightsEconomics & Markets

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
Data InsightsEconomics & Markets

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?

How to build a truly global portfolio with ETFs
Data InsightsEconomics & MarketsInvestment & Trading Strategies

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.

Intergenerational wealth transfer set to accelerate
Data InsightsEconomics & Markets

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.

Why some experts believe small caps may be ripe for revival
Data InsightsEconomics & MarketsIndustry News

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?

Video: Options give you options
Data InsightsEconomics & Markets

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
Data InsightsEconomics & MarketsIndustry News

Key takeouts from reporting season

Five experts give their verdict on the recent ASX reporting season.

Fixed interest resurgence fuels ETF innovation, inflows
Data InsightsInvestment & Trading Strategies

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
Data InsightsInvestment & Trading Strategies

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
Data Insights

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
Data InsightsEconomics & MarketsInvestment & Trading Strategies

Most read on AXIS 2022

Our most read content from 2022.

Listed real estate sell off sparks increasing interest from investors
Data InsightsInvestment & Trading Strategies

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
Data InsightsIndustry News

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
Data InsightsEconomics & MarketsInvestment & Trading Strategies

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
Data InsightsInvestment & Trading Strategies

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
Data InsightsInvestment & Trading StrategiesTech & Solutions

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
Data InsightsInvestment & Trading Strategies

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
Data InsightsInvestment & Trading Strategies

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
Data Insights

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
Data Insights

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
Data Insights

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
Data Insights

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
Data InsightsEconomics & Markets
Economic Insights

Record economic rebound

National Accounts

Biggest lift in spending in 12 years
Data InsightsEconomics & Markets
Economic Insights

Biggest lift in spending in 12 years

Retail trade | Statement on Monetary Policy

Year in Review. Year in Preview
Data InsightsEconomics & Markets
Economic Insights

Year in Review. Year in Preview

2020 recap and 2021 outlook

Why the ETF trend is not always your clients' friend
Data InsightsInvestment & Trading Strategies

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?
Data InsightsInvestment & Trading Strategies

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
Data InsightsEconomics & Markets

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
Data InsightsIndustry News

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
Data InsightsEconomics & Markets

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
Data InsightsTech & Solutions

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?
Data InsightsEconomics & Markets

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
Data InsightsInvestment & Trading Strategies

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
Data InsightsIndustry News

Making flexible work realistic for financial advice practices

Three ways to make flexible working arrangements realistic for financial advice practices.