Investing Money: April 2021

Tuesday, April 27, 2021

How to create a financial plan

Investments and personal finance insights from Vanguard Australia

28 April 2021

Hi everyone,

In this week's Smart Investing, we provide a few suggestions on how to create a financial plan and discuss why it's an important first step for all investors.

Senior Personal Finance Writer Tony Kaye also takes a deep dive into indexing and explains what it is, how it works and what the benefits are for investors.

Lastly, we revisit an article on retirement planning and discuss what factors to consider when approaching retirement in the current climate.

Regards,

Robin Bowerman
Head of Corporate Affairs
Vanguard Australia

How to create a financial plan

By: Robin Bowerman

A well-thought-out investment plan protects investors from falling into some common behavioural traps that can be detrimental to their returns. Here are a few suggestions on how to create a sound investment plan.

Riding the index wave

By: Tony Kaye

More and more investors are using ETFs and managed funds to capture the return of indexes like the S&P/ASX 300. So, what exactly are market indexes and how do they work?

Planning for Retirement

By: Robin Bowerman

If you find yourself heading into retirement with a little less than you would have liked, here are some steps you can take.

VANGUARD IN THE NEWS

Vanguard welcomes super reforms despite likely disadvantage

Charlotte Grieve | The Age | 20 April 2021

The industry rumour mill has been in overdrive ever since it emerged managed fund giant Vanguard was plotting its entrance into the $3-trillion Australian superannuation sector.
Vanguard Super took its next step towards its much-anticipated launch last Thursday, appointing high-profile Richmond Football Club president and lawyer Peggy O'Neal as its chair and three other directors - Jeremy Duffield, Anne Flanagan and Cynthia Lui.

To read more, please visit The Age website.

Please note the link above will show a copy of the article (where freely available), or the publisher's website if a subscription is required.

IN CASE YOU MISSED IT

Australian ETF assets top $100b

By: Tony Kaye

Australia's booming exchange traded funds sector reached a major milestone at the end of March. Here's why more and more investors are choosing ETFs.

ASIC clamps down on two high-risk investment products

By: Tony Kaye

What are contracts for difference (CFDs) and binary options? Why is ASIC now tightening restrictions on these two high-risk investment products?

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Tuesday, April 20, 2021

Australian ETF assets top $100b

Investments and personal finance insights from Vanguard Australia

21 April 2021

Hi everyone,

In light of the Australian ETF industry surpassing A$100 billion in assets under management, Senior Personal Finance Writer Tony Kaye discusses why ETFs have become so popular with investors and what the recent market trends are.

With growing popularity however also comes growing concerns that ETFs may distort the market. We therefore revisit a piece by Minh Tieu, our Head of ETF Capital Markets, Asia-Pacific, who debunks this particular myth along with a few others.

Lastly, with 220 ETFs now listed on the ASX, we have included an article on how to choose between them and what factors to consider when investing in ETFs.

Regards,

Robin Bowerman
Head of Corporate Affairs
Vanguard Australia

Australian ETF assets top $100b

By: Tony Kaye

Australia's booming exchange traded funds sector reached a major milestone at the end of March. Here's why more and more investors are choosing ETFs.

ETFs put to the test

By: Minh Tieu

With record inflows, it's timely now to debunk a few ETF myths as well as caution against some pitfalls.

How to choose an ETF

By: Robin Bowerman

With so many ETFs now available on the market, how do you choose which one to invest in? Here are a few suggestions.

VANGUARD IN THE NEWS

ETFs crack $100bn

Kanika Sood | Financial Standard | 14 April 2021

Nearly 20 years after ETFs started trading in Australia, their total assets crossed $102 billion at the end of March. There are now 220 ETFs listed on the ASX. In March, their investors made roughly 18,685 ETF trades a day with average daily trading volume of $355.4 million.

To read more, please visit the Financial Standard website.

Please note the link above will show a copy of the article (where freely available), or the publisher's website if a subscription is required.

Tuesday, April 13, 2021

Active, index, or both?

Investments and personal finance insights from Vanguard Australia

14 April 2021

Hi everyone,

In this week's Smart Investing, Vanguard Australia's Head of Investment Strategy, Aidan Geysen, addresses the age-old active vs index investing dilemma by discussing why it's not an either/or proposition, but rather how to use a combination of both.

Senior Personal Finance Writer Tony Kaye also explains what CFDs and binary options are, and why ASIC is clamping down on these two popular investment products.

Lastly, our Chief Economist (Americas) and Head of Portfolio Construction Roger Aliaga-Díaz takes a look at why bond investors should hold and not fold, even as rates are rising.

Regards,

Robin Bowerman
Head of Corporate Affairs
Vanguard Australia

Active, index, or both?

By: Aidan Geysen

Instead of choosing between index and active investing, consider the core-satellite approach wherein the best aspects of both strategies are combined to construct a portfolio.

ASIC clamps down on two high-risk investment products

By: Tony Kaye

What are contracts for difference (CFDs) and binary options? Why is ASIC now tightening restrictions on these two high-risk investment products?

Rising rates don't negate benefits of bonds

By: Roger Aliaga-Díaz

Roger Aliaga-Díaz, Vanguard's chief economist, Americas, and head of portfolio construction, explains why investors should maintain their bond positions even in an environment of rising interest rates.

VANGUARD IN THE NEWS

Investors favour 'vanilla' ETFs despite specialist launches

Laura Dew | Money Management | 9 April 2021

Despite the influx of specialist exchange traded funds (ETFs), investors are still most keen on 'vanilla' products focused on Australian equities.

To read more, please visit the Money Management website.

Please note the link above will show a copy of the article (where freely available), or the publisher's website if a subscription is required.