Exchange traded funds (ETFs) now account for almost a third of the listed investments held by advised self-managed superannuation (SMSFs) as more planners turn to them as a building block of portfolios. An annual AUSIEX report, SMSFs Under Advice, found the trend towards the use of ETFs...
Trade execution is crucial, directly affecting the price, cost, and overall return of a trade. While poor execution can result in higher costs due to wider bid-ask spreads, slippage, or unfavourable market timing, effective execution ensures trades are made at optimal prices with minimal costs,...
Advisers appeared to take a dual approach to the volatility that rocked markets in early April after US President Donald Trump announced wide-ranging tariffs on Liberation Day. AUSIEX trading data suggests many are positioning for a broad recovery via exchange traded funds (ETFs), while also...
Global institutional investors are increasing allocations to digital assets in a shift which may have implications for Australian financial advisers. A new joint report by EY Parthenon and Coinbase found that 86% of institutional investors either had exposure to digital assets in January 2025 or planned...
From the economy bending policies of Trump 2.0 to the growing strength of the far right in Europe, the new alliance between Russia and the United States, the wars in Ukraine and the Middle East, and the US President’s vow to upturn world trade rules,...
Strange times are afoot in financial markets with contradictory assumptions being priced into various asset classes. Here’s a great summary of the confusion investors must contend with at present… Stocks are falling like a recession is coming Oil prices are rising like theres no recession in sight Interest...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares. 
