Is it time to buy resources stocks?

The Australian materials sector (largely comprising our major miners) has performed relatively well so far this year due to firmer commodity prices and a relatively benign United States interest rate outlook. Although valuations in the sector appear high, they might be justified if commodity prices hold up near current levels and miners are able to

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Investing in Commodity or Commodity Company ETFs – which one should I choose?

The ongoing growth of the Australian ETF industry means that investors who have an interest in obtaining exposure to commodities are now able to choose between Commodity ETFs or Commodity Company ETFs. In this post I describe some of the key differences between these two types of products and why an investor may decide to

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Going against the grain

El Niño, Neutral and La Nina… The three newest BetaShares ETFs? Not quite. These are the three phases of the El Niño–Southern Oscillation (ENSO). Back in October last year, my colleague and Chief Economist at BetaShares – David Bassanese, discussed the impacts the phase of El Niño  can have on the Australian economy and on

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Bassanese’s Market Insights: the oil price may have bottomed

The sharp decline in oil prices in recent months has been a major surprise for financial markets, with some suggesting it reflects speculation run wild.  This note suggests the contrary – and that the decline in prices clearly reflects the development of a short-term fundamental imbalance between supply and demand – and consequent run up

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