Tag Archives: Australia FA
Critical Fixed Income Considerations amid RBA’s Swift Policy Moves
In May 2022, the Reserve Bank of Australia (RBA) was among the last major central banks to begin raising interest rates during the post-COVID-19 monetary tightening cycle. In Q1 2026, the RBA is not taking any chances with inflation, becoming the first major central bank to implement two consecutive 25 bps rate hikes (in February…
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What Do the SPIVA Australia Results Imply for Active Portfolio Construction?
Our latest SPIVA® Australia Scorecard underscored the challenges that Australian active funds faced in converting a favorable stock-picking environment into meaningful results in 2025. Among the 831 active equity funds domiciled in Australia that we examined—spanning global equity, domestic equity and REITs—over two-thirds (570 funds) underperformed their category benchmarks. In contrast, active Australian bond funds…
- Categories Equities, Fixed Income
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S&P/ASX Sustainability Screened Dividend Opportunities Index: 2025 Performance Review
The S&P/ASX Sustainability Screened Dividend Opportunities Index delivered a standout performance in 2025, establishing itself as the best performer among all the S&P Factor Indices in the Australian equity landscape. The index posted a robust calendar year return of 21.22%, outpacing the S&P/ASX 300 by 10.9% (see Exhibit 1). In addition to its recent outperformance,…
- Categories Factors, Sustainability
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Australian Small Caps Advance amid Higher Gold Prices
The third quarter of 2025 was notable for a number of market milestones. There were 12 days when the S&P/ASX 200 reached a new all-time high at market close. The movements of the flagship market index and new highs were widely reported; however, lesser known is the outperformance of the S&P/ASX Small Ordinaries compared to…
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Integrating Dividend and GARP Index Strategies in the Australian Market
The S&P/ASX 200 High Dividend Index measures a selection of high-dividend-yielding stocks, while the S&P/ASX 200 GARP Index (GARP standing for growth at a reasonable price) measures the performance of the top growth stocks with high quality and value composite scores selected from the respective underlying index universe. In this blog, we will explore how…
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What is SPIVA?
For over two decades, S&P Dow Jones Indices has measured the performance of actively managed funds against their index benchmarks across the world through the SPIVA Scorecards. Take a closer look at the fundamental principles that guide our SPIVA research and discover the insights these scorecards offer across asset classes, regions and market segments.
- Categories Equities, Fixed Income
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Upcoming Enhancements to Modernize the S&P/ASX Index Series
Since the launch of the S&P/ASX Index Series, the Australian capital market has evolved considerably. Instead of calling or faxing a stockbroker, market participants today can instantly trade stocks, ETFs, options and futures contracts with much shorter settlement times by tapping a screen in the palm of their hand. As financial markets develop, index methodologies…
- Categories Equities
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- Equities
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Leveraging SPIVA Insights: A Practitioner’s Guide
How are financial advisors putting SPIVA data to work to help clients achieve their goals? S&P DJI’s Sue Lee joins Thriving Wealth’s John Cachia to dive into the most recent SPIVA Australia Scorecard and its practical applications for market participants.
- Categories Equities, Fixed Income
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Tariff Turmoil Shines Spotlight on S&P/ASX Geographic Revenue Exposure Indices
With the surprisingly widespread U.S. tariff hikes announced by President Trump in early April, the geographic source of corporate revenues is coming under the spotlight, as reciprocal trade agreements are being redrawn globally. The resulting volatility of share prices following Trump’s April 2 “Liberation Day” speech is not surprising, given the globalization and interconnectedness of…
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Understanding GARP Strategies
How is a GARP strategy different from a traditional growth or value strategy? S&P DJI’s Jason Ye sits down with Andrew Geoghegan from Ausbiz to unpack the growth at a reasonable price approach and explore its relevance to market participants in Australia.
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