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Vanguard Investments Australia

Risk Speedometers: What are allocators buying and selling?

Vanguard's 'Risk Appetite Speedometers' gauge the level of risk taken by investors in open-end mutual funds and exchange-traded funds by analyzing cash flows into and out of asset categories. 

ETF quarterly report - December 2023

The Australian ETF market attracted $5.3 billion in net inflows in Q4. Australian investors flocked to bond ETFs in 2023 as rising interest rates made fixed income allocations more attractive.

Vanguard's submission to the Superannuation in retirement consultation

Vanguard Australia's contribution to the Federal Government’s Superannuation in retirement consultation shares its views on how the super system can best provide retirement confidence and security for Australians.

Quarterly ETF report September 2023

The Australian ETF industry continues to grow year on year despite global market and economic uncertainty, recording $153 billion in AUM as at the end of September 2023. The last 10 years has seen AUM increase almost 18-fold, growing from A$8.9 billion in September 2013.

How Australia Retires

Vanguard’s inaugural "How Australia Retires" study found that high retirement confidence is not necessarily dependent on age or income, but rather on having a plan.

Australians’ unrealistic retirement expectations

A new report says many Australians want annual income in retirement of $100,000 a year, far above the amount needed by existing retirees. Less wishful thinking and more realistic planning for retirement is required. 

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Investment strategies

War can’t be good, can it?

War brings immense human suffering and geopolitical chaos, but historically, equity markets have shown a certain detachment and resilience amid conflict, leading to increased profitability despite initial panic.

Property

Origins of the mislabeled capital gains tax ‘discount’

Debate over the CGT discount is intensifying amid concerns about intergenerational equity and housing affordability. This analysis shows that the 'discount' does not necessarily favor property investors.

Superannuation

Div 296 may mean your estate pays tax on assets your beneficiaries never receive

The new super tax, applying from 1 July, introduces more than just a higher rate on large balances. It brings into focus a misalignment between where wealth sits and where the tax on that wealth ultimately falls.

Investment strategies

There’s more to software than just code

AI-driven fears of collapsing software moats has triggered indiscriminate sell-offs. This has created mispricing opportunities as markets overreact to uncertainty and rising discount rates.

Economics

Europe: A new growth trajectory powered by reform and investment

Europe is undergoing a major transformation driven by security threats, US pressure, and a shift from austerity to growth. EU member states are taking proactive measures to enhance competitiveness and resilience.

Investment strategies

Orbital AI data centers prepare for launch

The new space race is driven by AI as data centers in space offer continuous solar power and reduced environmental impact. Orbital AI aims to speed data processing and ease Earth's resource strains.

Retirement

Little‑known government scheme can help retirees tap into $3 trillion of housing wealth

The Home Equity Access Scheme in Australia allows older homeowners to tap into their home equity for retirement income, yet remains underused due to lack of awareness and its perceived complexity.

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