Yesterday
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
This Month
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
July
- Opinion
- Opinion
Passive trumped active in Australian large caps
Nearly 60 per cent of actively managed large-cap Australian equity funds underperformed the S&P/ASX 200 Index in 2022.
- Duncan Burns
Fixed income frenzy pushes ETF sector to $150b
Australian ETF investors shifted focus to fixed income and cash ETFs in the first half of 2023.
- Lucy Dean
What investors are getting wrong about gold
Years of global uncertainty have supported the precious metal, but rich lister connotations means regular punters may be missing out on returns.
- Lucy Dean
How inflation cruelled these women’s dreams of investing like Buffett
High inflation, mortgages and climbing rents are putting pressure on investors, but women are feeling the pinch more than men, new research has found.
- Updated
- Lucy Dean
Macquarie gears up to launch its own range of actively managed ETFs
Active managers have been adding ETFs to their playbook since 2015. Around 50 are represented across the ASX and Cboe including AMP and Perpetual.
- Sarah Thompson, Kanika Sood and Emma Rapaport
US regulator pushes back against wave of spot bitcoin ETF filings
Applications for a bitcoin ETF lack clarity and more information is needed before approval would be considered, the US Securities and Exchange Commission said.
- Katherine Doherty and Lydia Beyoud
June
This investment returned 74pc as losers turn winners
The AI frenzy has taken tech and robotics ETFs from zero to hero, while commodities struggled to hold their ground.
- Lucy Dean
