March
$12b traded in seconds: Inside ASX’s record day
A quiet day when $20.3 billion of Australian shares changed hands? It is time to wake up.
Small caps bulldozed by ETFs
Small and micro-cap stocks are meant to be the mid to large caps of the future. But a combination of structural and cyclical trends have some in the market questioning their long-term viability.
Markets will act as the ultimate disciplinarian, says Vanguard chief
Salim Ramji is among a trio of global finance leaders urging investors to keep calm amid the chaos unleashed by the Trump presidency.
February
Chemist Warehouse the meat in the active v passive investing sandwich
Bankers used to get on the phone and talk about earnings accretion. They’ve changed their tune.
November 2024
Index investing isn’t as passive – or profitable – as you think
How many people give thought to what is in the index, who decides what’s in the index, and how are those decisions made?
October 2024
The inconspicuous investor in bed with Australia’s biggest super funds
Global asset managers swarm to Australia’s super system like bees to a honeypot. Few pick up mandates as big as Dimensional.
July 2024
Aussie ETFs top $200b as investors flood back to stocks
Strong performance from funds exposed to global equities are drawing investors and fund managers to the fast-growing local ETF market.
June 2024
Singapore’s Temasek snaps up $300m stake in ETF provider Betashares
The privately owned, Sydney-headquartered firm is one of the largest local providers of exchange-traded fund products with $38 billion under management.
Three ASX tech darlings that just broke into the big leagues
The little-known small cap tech stocks are set to join ranks of better-known peers after all rallying more than 100 per cent in the past 12 months.
February 2024
Regal assets climb as hedge funds take on ETFs
Retail investor interest in Australian hedge funds has dwindled to 10-year lows, as measured by assets, but Regal and Tribeca are seeing the opposite
January 2024
Surging ASX creating overvaluation risks, some strategists worry
ASX records are expected to tumble, but the highest sharemarket will come at the expense of increased volatility, according to fund managers and strategists.
December 2023
Musk blasts public markets in talk with Wood
Elon Musk bemoaned the high regulatory burden faced by publicly traded companies in a wide-ranging talk with Cathie Wood.
November 2023
Active funds do beat passive strategies – but only in a few places
Cheap stock in placements, missing blow-ups and trading around index inclusions all help active fund managers. But it only really works outside of the big stocks.
September 2023
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.
July 2023
ASIC sues ex-commissioner’s new employer
In an industry full of well-compensated chancers and spruikers, vanilla Vanguard is being sued regarding an ETF that charges a mere 0.24 per cent fee.
Big tech is becoming dangerously successful for passive investors
Index providers are cutting back on Apple and other large tech companies, which are concentrating risk in a small number of stocks.
June 2023
Cboe’s high-tech strategy to break ASX monopoly
CEO Emma Quinn has overseen a massive technology overhaul of the alternative stock exchange and is looking at future opportunities.
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.
April 2022
How the ‘core-satellite’ approach can help handle market volatility
A well-diversified core and satellite portfolio, aligned to your risk appetite, can help you diversify.
March 2022
Vanguard insiders are worried it’s losing Jack Bogle’s way
As the $10 trillion mutual-fund giant pivots to exclusive financial advice, diehard fans of the company’s founder fear the very soul of the company is at stake.