Betashares

A record 11.5 million Australians now invest outside superannuation and their primary home, 2.5 million more than in 2020. Yesterday, our Founder and CEO, Alex Vynokur, joined the ASX’s Rory Cunningham, Investment Trends’ Julian Cappe, study editor Tony Featherstone and SIAA CEO Maria Lykouras to discuss the ASX Australian Investor Study 2026. The study found a significant increase in the number of investors, including younger Australians and women. Among Australians planning to start investing, 39% are aged 18 to 29 and 61% are women - the first time women have clearly led the next wave of investors in the study’s history. ETFs are also playing a bigger role with 24% of investors now holding them, up from 20% in 2023. Thank you to the ASX for hosting and to our fellow panellists for sharing their perspectives.

The US earnings story is broader than the AI headlines suggest. S&P 500 earnings grew 50% year on year in Q2. Strip out the one-off gains at the hyperscalers and it was still 32%. Our Senior Investment Strategist, Cameron Gleeson, on the US equity outlook.

Just three companies now make up around 30% of the MSCI Emerging Markets Index. TSMC, Samsung and SK Hynix have driven that concentration - not by chance, but through structural earnings growth as AI inference workloads create real bottlenecks in the memory chip market. Investment Strategist Hugh Lam, CFA breaks down why emerging markets have shifted from a macro story to a structural AI one, and what that means for investors. Read the full insight: https://lnkd.in/eXeikM7y

We were proud to sponsor The Australian Financial Review Chanticleer Lunch alongside our partner, Nasdaq. Our Founder and CEO Alex Vynokur shared his perspectives with James Thomson on navigating the changing investment landscape, his outlook for Australia’s future and the opportunities to build long-term wealth beyond property. Thank you to the The Australian Financial Review for bringing together such an engaging group of business and investment leaders.

A decade ago, Betashares launched Australia's first cybersecurity ETF. Today, the Betashares Global Cybersecurity ETF (ASX: HACK) has a 10-year return of 19.04% p.a.* As AI increases the speed and sophistication of attacks, HACK offers access to global companies defending the digital world. The opportunity is only growing: rising threats mean rising security spend, keeping cybersecurity one of technology's most enduring themes. *As at 31 August 2026, net of fees. Past performance is not indicative of future performance.

Last Thursday we spent the day in Brisbane with 40 of Australia’s emerging financial advisers, alongside our Founder and CEO, Alex Vynokur, Equity Mates' Ally Selby and Matthew Vandermeer from Leading Teams Australia. Thank you to everyone who joined us, and to the speakers who generously shared their time and perspectives with the next generation of financial advisers.