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Passive investing

This Month

Siobhan Blewitt says women invest with very clear goals in mind.

How women beat men in picking stocks

Female investors who adopt higher-risk strategies are outperforming men, a study of wealthy Australian traders has found.

  • Joanna Mather


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


Dreams under construction: Sarah Laurie and Laura Turner are a couple who are planning to do as much DIY on their home as they can, and in the future grow their own fruit and veg on the property.

Can you afford to retire early?

This couple plans to do it on $585,000, but the number will vary depending on what your goals and lifestyle are.

  • Lucy Dean


Former metallurgist Jessica Tedja quit her job in mining industry after successfully investing, and wants to indulge her passion for bubble tea by working in an outlet.

Meet the young investors who are semi-retired at 27

Drawn in by the Barefoot Investor and unimpressed by the prospect of an endless 9-5, young investors are looking to redefine wealth creation.

  • Lucy Dean
Larry Fink says BlackRock always needs to stay ahead of what its clients will want next.

Why Larry Fink is ‘paranoid, petrified and enthusiastic’

BlackRock chief executive Larry Fink on the big opportunities in AI, his fierce ESG battle, and the thing Australia does better than the rest of the world.

  • James Thomson
Larry Fink says public policy and national security will keep inflation higher for longer.

Sticky inflation isn’t all bad, says BlackRock’s Larry Fink

The billionaire investor says inflation isn’t likely to get below 4 per cent soon, but higher rates mean investors can take less risk for the same return. 

  • James Thomson

This way of buying Aussie stocks is more likely to bring you winners

Sick of getting exposure to the biggest companies on the index and missing out on big gains from smaller players? This is how to avoid that over-exposure.

  • Ben Smythe
Your financial adviser might already be dabbling in ChatGPT, but an AI-enabled advice experience still seems some way off.

Why genuine robo-advice remains a myth

Your financial adviser might already be dabbling in ChatGPT, but an AI-enabled advice experience still seems some way off.

  • Matthew Smith

Treasure or tainted? Experts split on value of Roberts-Smith VC

Court findings against the decorated war veteran could take a million-dollar shine off his prestigious award.

  • Duncan Hughes


Strategies to save your portfolio when markets crash

Analysis of 12 equities plunges over 40 years shows what to do – and what to avoid – when the going gets rough.

  • Duncan Hughes
Roger Montgomery’s flagship Australian shares fund was downgraded by Lonsec in 2020.

Roger Montgomery warns youngsters off index funds

Talking one’s own book remains the quintessential blather of financial services.

  • Myriam Robin


The BlackRock Inc. is shutting down its Australian active equities unit.

BlackRock shuts high conviction Aussie equities team, appoints Pendal

BlackRock stockpickers Charlie Lanchester and Madeleine Beaumont will depart the asset management giant after it shut its active equities unit.

  • Jonathan Shapiro

November 2022

JPMorgan Asset Management country head Andrew Creber said active ETFs were a “mega trend”.

JPMorgan lists first ETFs on Aussie sharemarket

JPMorgan Asset Management will list two global equities funds on the Australian Securities Exchange on Thursday.

  • Aleks Vickovich

August 2022

Perpetual chairman said the Pendal takeover was “defining” for local funds management.

Perpetual gets Pendal but passive still in power

The mega-merger of two blue-chip Aussie fund managers is historic, but can’t roll back the tide towards low-cost passive investing.

  • Aleks Vickovich
Shadow assistant treasurer Stuart Robert says passive investments would be better for some retirement savers.

Shadow minister slams self-styled ‘genius’ super fund managers

The opposition financial services spokesman says many pension funds would be better off hugging an index than trying to beat the market.

  • Aleks Vickovich
Combined, financials and resource companies account for more than 50 per cent of S&P/ASX 200 exposure.

Australia’s sharemarket has a size problem

Factor strategies work in global markets, but in Australia the universe of companies is too small, too concentrated and there is a lack of variability over time.

  • Arian Neiron

July 2022

Super Fierce co-founders Trenna Probert and Craig Swanger say most super fund rankings are flawed.

Former Macquarie CIO picks the best super funds over 20 years

Craig Swanger has singled out 15 as the most consistent out-performers in the past two decades – and the most likely to thrive in recessions and rallies.

  • Aleks Vickovich
Hedge funds and index funds battle semi-annually over index rebalances.

Tales from the active versus passive frontline

It’s a myth that index funds are sitting ducks taken advantage of by fast money. But big profits can be extracted by hard to access data sets, or opportunities in fringe index changes.

  • Jonathan Shapiro

June 2022

Stephen Promnitz quit Lake Resources on the day the company joined the S&P/ASX 200.

Lithium play tanks 50pc in comical entry into ASX 200

Lake Resources’ calamitous first week as a top 200 ASX company is yet another demonstration of retail hubris and institutional apathy.

  • Jonathan Shapiro
Structural changes in the super sector could put more pressure on listed fund managers.

Pressure on Magellan and listed fundies won’t stop

Magellan’s problems aren’t limited to its own performance. Structural changes in Australia’s super sector are also weighing on listed fund managers. 

  • Updated
  • James Thomson