After solid gains in recent months, both US bond yields and the $US consolidated somewhat in January, in part reflecting concerns with Donald Trump’s trade-protectionist stance. That said, equity markets continued to focus on the potential positives of a Trump Presidency, while the weaker $US also helped boost gold prices. Read the full Market Outlook for
Incredible food, stunning country side scenery, gadgets galore, brilliant and efficient public transport, it’s a little quirky, it has amazing culture and has sights and sounds that make your senses come alive – Japan sure is a great place to go for a holiday and/or business trip. It is also a destination that more of
With assets under management at an all-time high, and increasingly more widespread use of Exchange Traded Funds (ETFs), the Australian ETF industry came of age in 2016, and continues to follow in the footsteps of more mature markets around the globe. The ETF industry in Australia continues to evolve, as new waves of investors demand
ETF Industry thrives in a volatile year The global ETF industry had another record year in 2016, receiving its highest ever level of net inflows (US$389B) and reaching over US$3.5T in assets under management (approximately 16% year on year growth)1. The Australian ETF industry funds under management continued to grow rapidly, increasing 21% to end
In an historic month for global geopolitics, the Australian exchange traded funds industry reached new record highs, and also experienced its largest trading month on record. The industry ended the month at $24.6B – a new all-time record. In addition, the industry’s trading value reached $2.5B for the month, which was also a record, and indicates
In this post, I will be providing some quantitative analysis which may provide some insight into how we can use past history to help us understand market behaviour at this time of year. I’m sure many of you have heard of the Christmas rally – the tendency for sharemarkets to rise over the end of
The BetaShares Weekly Newsletter will be taking a short break during the holiday season but will return on February 1st, 2017.
Donald Trump’s US Presidential election victory has led to widespread re-pricing of asset prices across the globe, as evident from a rising U.S. dollar, rising bond yields and higher equity prices. Within the US equity market specifically, moreover, there has also been notable sector rotation toward better valued financial and energy stocks, and away from
Contrary to initial fears, global markets celebrated Donald Trump’s surprise US Presidential victory in November, with focus quickly turning to his advocacy of growth-boosting fiscal stimulus. Accordingly, the month was dominated by “Trump trades”, with equities, bond yields and the US dollar rising, while gold reeled backward.
With the rotation out of high priced defensive income stocks in the Australian equity market in recent months – and toward sectors offering relatively better value, such as resources – fundamentally weighted indexing methodologies have again demonstrated their ability to outperform traditional market-cap weighted indices over time. Dynamic value tilts through a fundamentally weighted index