| Inside the ETF sector's third-quarter surge. Why bonds beat term deposits. Create a 50/30/20 budget. | | View this email online |  |  | Welcome to this week's edition of Smart Investing.
Investment inflows into ASX-listed exchange traded funds (ETFs) surged over the September quarter, more than doubling the amount invested over the three months to the end of June.
It was the strongest quarter for the year-to-date, and in our lead article this week Vanguard's Senior Personal Finance Writer, Tony Kaye, delves into the key investment trends. They include a renewed focus by retail investors on Australian equity ETFs and continued strong investor inflows into Australian bonds ETFs. Read more to find out why these trends are occurring.
Meanwhile, term deposit accounts offering higher interest rate returns are attracting many investors. But are they the best way to go? Our detailed analysis finds that bonds are the clear winner over the long term. Read our second article to find out more.
Lastly, in the third of our four-part series on different budgeting strategies, we look at the 50/30/20 method. It's a great strategy for anyone wanting an easy and structured approach to budgeting.
| | | | | ETF investors lift inflows into equities and fixed income | | Investors have shown renewed interest in ETFs that invest in Australian shares while continuing to back bond ETFs. | | Read article | | | | | | | Why bonds beat term deposits for long-term investors | | Term deposits rates have risen in line with interest rates. But don't discount bonds for longer-term outperformance. | | Read article | | | | | | | How to budget using the 50/30/20 method | | This is a great strategy for anyone who wants an easy and structured budgeting method. | | Read article | | | | | | | The hunt for red Octobers | | Share markets remain jittery. Should investors be worried about the October effect? | | Read article | | | | | | | Is there value in value stocks? | | The investment tide could finally be turning once again for share market bargain hunters. | | Read article | | | | Vanguard and its employees wish to acknowledge the Traditional Custodians of Country throughout Australia where we operate our business. We recognise their connection to the land, water and culture and wish to pay our respects to their Elders past, present and emerging.
Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFS Licence 227263) is the product issuer. We have not taken yours or your clients‘ circumstances into account when preparing this email so it may not be applicable to the particular situation you are considering. You should consider yours and your clients‘ circumstances, and our Product Disclosure Statement (PDS) before making any investment decision or recommendation. Distributors of our products must consider our Target Market Determinations ("TMDs") which describe the investors for whom the product would likely be appropriate and consistent with their objectives, financial situation and needs. You can access our PDSs and TMDs at www.vanguard.com.au or by calling 1300 655 101. Past performance is not an indication of future performance. Our electronic publications are prepared in good faith and we accept no liability for any errors or omissions. Not all articles are prepared by Vanguard so they may not represent our views and opinions. Vanguard Investments Australia Limited is in no way responsible for the content or loss resulting from use of any website owned by a third party that may be linked to this email via a hyperlink.
© 2023 Vanguard Investments Australia Ltd. All rights reserved.
Use of cookies
If you click through to the vanguard.com.au website from this email, a cookie may be placed on your computer to enable Vanguard or our third party service providers to collect information about your use of the vanguard.com.au website to support website performance, enhance site navigation, improve our web design and functionality and tailor our communications to you regarding our products and services. The information collected by Vanguard or our service providers does not include personal information that could be used to identify you such as your name, address, telephone number, email address, or account information. Unless you have adjusted your browser settings so that it will refuse cookies, our system may set cookies when you visit the site. You may choose to remove or disable cookies via your browser. Google Analytics uses data when you access the Vanguard website. For more information, see "HOW GOOGLE USES INFORMATION FROM SITES OR APPS THAT USE OUR SERVICES," located at https://policies.google.com/technologies/partner-sites. You can opt out of being tracked by Google Analytics at the following location: https://tools.google.com/dlpage/gaoptout.
To learn more about how Vanguard uses cookies, please visit the Vanguard Cookie Policy.
By using our website, you consent to the use of cookies as described above.
Terms and conditions of use | Disclaimers | Privacy policy | Cookie policy | | |
