Reading time: 4 minutes
Last year, U.S. tech stocks carried on as if the global pandemic never occurred, with the tech-heavy Nasdaq 100 returning 48.9% for the calendar year compared to 18.4% for the S&P 500. With everyone locked inside, more money was spent shopping online (Amazon),

Read more

Reading time: 3 minutes
A BIG HALF OF GROWTH AS THE INDUSTRY STEAMS PAST THE $100B MARK
In what was a milestone first half-year, we saw Australia’s ETF industry break the $100B mark in March ’21, and then steam ahead beyond that point.

Read more

By global standards, Australia has so far managed to contain the COVID outbreak fairly well. Given that debate still rages over whether rolling lockdowns and border closures have been justified on a cost-benefit analysis, I though it might be useful to at least gauge what we have potentially achieved by our containment efforts to date.

Read more

Reading time: 3 minutes
It’s no surprise to anyone that it’s getting harder and harder to generate income from your portfolio. With term deposit rates near zero and the Australian cash rate at 0.25%, investors may need to look to other asset classes to increase portfolio yields.

Read more

Global market trends – stay bullish
An apparent easing of inflation concerns and central bank tightening fears were the major market drivers in June, along with continued progress in the global vaccine rollout and reduction in COVID-related restrictions.
As a result, the global equity rally continued, with the MSCI All-Country World Equity Index returning 2.2% in local currency terms,

Read more

I’m not a female portfolio manager, but a portfolio manager who happens to be a female, and in what is often referred to as an ‘old-fashioned’ and male-dominated industry, I’m here to break the mould.
My first job out of university was an operational role for another fund manager. I still remember googling ‘impressive Excel skills for interview’ the night before my first real job interview,

Read more

Reading time: 2 minutes
Over the past decade, a seismic shift has occurred across the global investment landscape – the shift of assets from active investment managers towards passive, or index, strategies. This shift has been of such magnitude that in the U.S. market the total assets invested in passive strategies eclipsed the total invested with active managers in April 2019¹.

Read more

Reading time: 3 minutes
MAY 2021: ETF INDUSTRY GROWS EXPONENTIALLY WHILE LICs STAGNATE
The Australian ETF industry continued its strong growth in May, once again aided by sharemarket appreciation and robust net inflows. In this edition of the ETF Review,

Read more

Reading time: 3 minutes
If you have looked at recent financial headlines, there’s a high chance the rotation of assets into value exposures has been mentioned. This has largely been a result of a plethora of positive vaccine rollout updates, the reopening of the global economy and expectations of rising inflation.

Read more