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Everything from AUSIEX

New option strategies for global and local investors

Global equities continue to be the largest asset allocation of many investors and are the largest single asset allocation for AustralianSuper in its balanced portfolio, accounting for 28.5% and similarly

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25 Aug 2023

Intergenerational wealth transfer gathers pace, wealth industry needs to better prepare

The pace of intergenerational wealth transfer has quickened. Most Baby Boomers will retire by 2028 and the industry needs to better prepare for this hastened process; notes a report from

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28 Jun 2023

Fixed interest resurgence fuels inflows, innovation

There was a 24.5% per cent increase in fixed interest ETF buy trades in the half year to end December 2022, according to data from the country’s leading wholesale trading

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31 Mar 2023

Advisers turn to capital notes to generate more investment income for clients

Financial advisers and their clients continue to seek ways to obtain income in today’s volatile and uncertain markets, and while there remains strong interest in fixed income and dividend income,

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29 Mar 2023

Green is good, say Australian traders

Trading volume in ESG-related stocks has increased considerably since 2019 and Australian investors are pouring into new ‘green’ sectors, according to data from Australian Investment Exchange Limited (AUSIEX). Analysis also

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31 May 2022

Rethink needed as ESG investing reaches tipping point

Asset managers need to demonstrate that ESG products offer a compelling and measurable investment case if the sector is to expand and reach maturity, according to Nomura Research Institute (NRI).

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16 Aug 2021

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]