New Financial Year

New (financial) year’s resolutions

It’s that time of year again to start making some financial resolutions and review your portfolio. Last year, we were addressing some portfolio ideas in light of the volatility in markets.  As I write this year, by contrast, volatility in markets is at multi-year lows (over 50% lower than this time last year). So like

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Bowl filling up

Australian ETF Review – May 2017

Continued industry growth and inflows into Australian Equities ETFs The Australian ETF industry recorded another strong month of growth, with total industry FuM at the end of May hitting a new high as the industry nears the $30B mark. Total industry FUM at month end was $29.0B, with growth of 2.6% or $730M for the month.

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Active vs passive investment

Active v Passive: is passive investment outperformance merely cyclical?

A claim currently receiving renewed attention in the long-contested active versus passive investment debate is that the apparent outperformance of passive investment strategies is largely cyclical, and usually only takes place in the late stages of a bull market.  This note, however, argues that while there may well be an element of cyclicality in passive

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Technology boom

Global Market Outlook: June 2017 – Tech boom

The MSCI All-Country World Equity Total Return Index rose a further 1.4% in May, after a 1.3% gain in April, to make it seven consecutive monthly increases. Helped by solid underlying earnings growth, declining bond yields and still reasonable price-earnings valuations, the tech-heavy Nasdaq-100 Index posted particularly strong gains. The outlook for equity markets generally

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Fund in Focus – BetaShares S&P/ASX 200 Resources Sector ETF (ASX: QRE)

The BetaShares S&P/ASX 200 Resources Sector ETF (“QRE”) was the very first ETF launched by BetaShares in December 2010 (we’ve now launched 40!). It consists of the largest Australian resources stocks by market capitalisation that is part of Australia’s benchmark S&P/ASX 200 Index. Whilst the resources sector is a major component of the Australian economy,

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Trump

Should Donald Trump invest in an Ethical ETF?

Last week Donald Trump announced that the United States will withdraw from the 2015 Paris Climate Accord, much to the delight of climate change deniers and despite wide condemnation from the rest of the world. Clearly, Trump Digs Coal. He also loves Oil. Earlier this year we announced the launch of the BetaShares Global Sustainability Leaders ETF (ASX: ETHI). At

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Geographic lending restrictions could provide scope for lower interest rates

Contrary to the hopes of both the Reserve Bank of Australia and the Federal Treasury, economic growth is off to a bad start in 2017 so far.  Importantly, however, the recent Federal Budget included new powers for the Australian Prudential Regulation Authority to impose geographic-based lending restrictions.  If used, these new restrictions could allow scope

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NASDAQ in focus: the age of Amazon

“I really underestimated the brilliance of the execution” – Warren Buffet on Amazon at 2017 Berkshire Hathaway AGM Amazon went public 20 years ago at just $18 a share. In that time the company has transformed from a $400 million dollar online bookstore into a $450 billion dollar e-commerce behemoth. Name a consumer good and

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