This Month
Investors pour $1.2b into riskier debt as rate rise fears fade
The chase is on for opportunities in emerging markets as the prospect of a soft landing in the US and interest rate cuts next year boost risk appetites.
- Leda Alvim
- Opinion
- Managed funds
The ‘alpha’ edge: three fund management success stories
With the advent of the $3.5 trillion in compulsory savings via superannuation, Australia has become a breeding ground for some of the best investment talent on the planet.
- Christopher Joye
Why bitcoin keeps rallying even as stocks and bonds take a hit
The sharemarket had a rough start to the week; yet the largest cryptocurrency has continued to climb to $US42,000, its highest level in 19 months.
- Sunil Jagtiani and Suvashree Ghosh
November
AI is our competitive advantage to beat the market, says JPMorgan boss
The CEO of JPMorgan’s $3.8 trillion asset management business says the firm has an edge over rivals thanks to its heavier investment in artificial intelligence.
- Tom Richardson
- Exclusive
- Wealth Generation
Gen X overtake Millennials as the biggest buyers of ETFs
The pandemic-era wave of young exchange-traded fund investors has slumped by 42 per cent, with 300,000 investors aged 18 to 34 selling out over the past two years.
- Lucy Dean
How to build an ETF-only portfolio
Check for overlap, remember the true meaning of diversification and understand your risk tolerance, the experts say.
- Lucy Dean
State Street joins ASX ETF price war as peers race ahead
State Street has slashed management fees on its flagship ASX 200 fund as competitors outpace them on assets.
- Jonathan Shapiro
October
When ETF ‘equal weight’ strategy goes off balance
The past five years have shown the simplest strategy of all – investing equal amounts in companies in an index – might not suit all markets.
- Jeremy Chunn
Why everyone is investing in ETFs
Exchange-traded funds are an investment megatrend that offer cheaper fees and a vast array of choice. But there is a lot to consider before buying.
- Tom Richardson
Investors think these ETFs are a ‘no brainer’ right now
Cash, technology and uranium exchange-traded funds (ETFs) were among the most popular and best performing of the past year, while renewable energy ETFs bombed.
- Joanna Mather
‘Billion dollar ticking bomb’ for SMSFs buying bitcoin
Crypto’s explosion in popularity has seen SMSF investors buy Bitcoin and Ethereum but some exchanges do not give investors formal custody.
- Mark Di Stefano
ETFs quietly rewrite rule books amid regulatory crackdown
ASIC’s move on Vanguard for alleged misleading marketing has the rest of the ETF sector scrambling.
- Nina Hendy
September
Financial services elephants need the little guys
Innovation is hard for banks because of their size and scale. But it hasn’t eliminated the need to be agile, if anything it’s made it more necessary.
- Ayesha de Kretser
How much money do you actually need to invest?
New research has found Australians believe they need $15,200 to begin investing. But do you actually need that much?
- Lucy Dean
- Opinion
- Passive investing
The ‘Aldi’ ETF that delivers an extra 0.21pc
Fees charged by funds based on the same index can make a difference to returns, which is why it’s worth taking a closer look.
- Tim Mackay
August
Investors are returning to ‘unloved’ commodities
Outflows from materials-backed exchange-traded funds may finally be stemming, suggesting investor sentiment is starting to turn.
- Joshua Peach
Gold hits five-month low, threatens ‘key support’ level
If the price of the precious metal falls below $US1900 an ounce, it could trigger a sell-off, strategists warn.
- Joshua Peach
Biggest Chinese mutual funds near limits on offshore investment
Rising demand offers insight into how yield-hungry funds across China’s nascent asset management industry are navigating Beijing’s strict capital control regime.
- Cheng Leng and Thomas Hale
BlackRock, State Street scramble to manage greenwashing risk
Alarmed by ASIC’s case against Vanguard, asset managers across the board have been meeting to discuss vulnerability to prosecution.
- Updated
- Hannah Wootton and Joanna Mather
State Street undercuts BlackRock, Vanguard with cheapest S&P ETF
Tiny fee cuts have become common as issuers battle for flows in an increasingly saturated market.
- Katie Greifeld
