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02 July 2025 • By Maja Garaca Djurdjevic • 1 min read

Is passive investing really driving CBA’s rally?

Commonwealth Bank of Australia’s (CBA) recent surge in share price has sparked debate on whether passive investing, particularly via exchange-traded ...

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State Street leaves asset allocations unchanged

State Street Investment Management has opted to maintain the existing asset allocation across its ETF model portfolios for FY2025–26, following its ...

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Market resilience pays off as ASX 200 ends year up nearly 10%

Innovation, AI-driven optimism and defensive characteristics have seen the ASX 200 return 9.97 per cent over the FY2024–25. In spite of what was a ...

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Markets are increasingly desensitised to Middle East risks, says economist

Markets have largely shrugged off the recent escalation in the Middle East, reinforcing a view that investors are now discounting geopolitical ...

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VanEck reports investor uptake as ASX bitcoin ETF grows to $290m

Australia’s first bitcoin ETF has marked its first anniversary on the ASX, reflecting a broader rise in investor interest as global bitcoin ETF assets ...

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UBS lifts S&P 500 target to 6,200, flags US equities as global portfolio anchor

UBS has raised its year-end S&P 500 target to 6,200, citing easing trade tensions and resilient earnings, and backed the US as a core pillar of ...

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Don’t write off the US just yet, Fidelity warns

Despite rising geopolitical risks and volatile macro signals, Fidelity has cautioned investors against a full-scale retreat from US equities, noting ...

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Managed fund inflows surge as Australian investors lean into global volatility

Australian investors have poured billions into managed funds in 2025, demonstrating surprising resilience amid global market turbulence, tariff ...

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A July rate cut expected, not a done-deal, major bank says

May’s lower-than-expected inflation print has brought forward Westpac’s rate cut forecast to July, however, its chief economist cautioned that it is ...

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Analysts back long-term AI upside amid shift to revenue and real-world use cases

The artificial intelligence boom is entering a new, more mature phase, with analysts pointing to a shift from infrastructure-heavy buildouts to ...

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