APRA’s decision to draw the curtain on this controversial investment that blends debt and equity might be seven years away, but investors are increasingly looking elsewhere to get this asset fix, with some of the more adventuresome venturing offshore.
Managed funds inflows surged five-fold in Australia in 2024, but exchange-traded funds (ETFs) left them in the dust, as investors continued to prefer the listed vehicles.
Whether there’s an ETF bubble brewing or not is moot, and the debate only obfuscates the real risks. When markets do recalibrate, how will a new generation of fervent ETF believers react?
The US and Australian advice systems may not be completely analogous, but ETF usage is surging across both markets and the need for more resources is becoming stark according to researchers.
ETFs may have utility, but the notion that you can diversify responsibility of each individual investment needs to be challenged according to managers at The Inside Network’s Income and Defensives Symposium.
Inefficiencies in the back office and clearing systems that the burgeoning ETF market relies on need to be rooted out, but data shows there may be a disconnect between what providers and consumers believe matters.
Rapid economic and geopolitical changes have led to a new investment regime in the latter half of 2023, according to the BlackRock Investment Institute. Investors should look to be agile and ready to respond to key themes, with the end of the set-and-forget era key among them.
The popular debate lacks nuance. Neither are foolproof but both can play a crucial role in building portfolio resistance and balancing the risk/reward dynamic.
With ETF providers offering a slew of products aimed at shipping exposures, the ‘esoteric legend’ of the Baltic Dry Index still has a place in the hearts and minds of investors.
BlackRock sent a shiver through the domestic ETF market, which has tripled in the last four years to around $25 billion, slashing prices for two if its core products.
Exchange-traded funds continued to attract inflows from investors in 2022, albeit at a slower pace thanks to rising interest rates and market volatility. Resources and mining-focused funds were clear standouts in a challenging year.
The announcement comes amid a major push into the domestic market for Global X, which in December signaled its intention to launch ten new products in 2023.
ETFs have revolutionised the investing universe for many good reasons. But ultimately ETFs are just like stocks – there are the good, the bad and the ugly.
The pendulum may have swung back towards active management this year, but the domestic ETF market is flush with options and continues to steal FUM.
The global ETF and would-be superannuation fund provider believes a scaled compliance model would better serve the domestic advice market.
