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1 February 2025
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The Australian ETF industry snaps back to all-time highs as the top two issuers, BetaShares and Vanguard, extend their lead. Also notable was seeing two ethical ETFs in the top 10 products for flows this month.
In the six months to June 2020, the Australian ETF industry emerged from one of the most volatile periods in sharemarket history, with record inflows and huge increases in trading values.
Investors committed more than $1bn in new money to ETFs in April, as the sharemarket rebounded after dramatic falls in March, spread across a range of asset classes and exposures, reflecting a diversity of investor views and investment strategies.
'Bear funds' are one of the few ways investors can profit from market falls, but it is important to know how they work and the risks involved, including how they relate to movements in the underlying market.
Echoing the trends observed in the Australian ETF industry, 2019 was another record-breaking year for the global ETF industry, highlighting investors’ continued preference for passive investment vehicles.
Australian ETF Review Jan 2020.
While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.
After a stellar run for banks, investors are wondering whether they can continue their outperformance or if a rotation into miners is imminent. There’s a good case that a switch is coming, and it may last decades, not just years.
DeepSeek has surprised investors, but it shouldn't: it's part of a normal capital cycle. Big tech companies have made a lot of money, which attracts capital and competition, and eventually hurts returns and incumbent share prices.
If Australia is to control its own destiny in an AI-enabled future, it must build its own infrastructure, not rent it from overseas. Creating homemade AI is the first critical step in the long process of building Australia's AI economy.
The TV streaming business has become increasingly competitive, yet Netflix has managed to grow market share and become the dominant player. Here's how it's done that, and the opportunities it has moving forwards.
Markets are not driven by numbers alone. Examples from Tesla shares to Sydney houses show that investors must evaluate not just tangible assets or financials, but also the intangible story that magnifies their value.
A big market sell-off can force pensioners to 'sell cheap' in order to meet their miniumum withdrawal requirements. Investing in less volatile assets that also deliver regular income could provide an alternative.