Global equity markets inched cautiously ahead in September, somewhat heartened by the fact that the United States Federal Reserve baulked at raising interest rates at its key meeting. That said, growing fear of Fed tightening saw equity market “bond proxies” such as listed property underperform. Click here to download the BetaShares Global Market Outlook: October
At yesterday’s meeting the RBA decided to keep official cash rates at the historic low of 1.50%p.a., and with the ‘little battler’ (our Australian dollar) still being resilient and trading between $0.75-$0.76 (vs. the USD), low cash rates look destined to continue for some time. As a result, the saver continues to be punished and
When it comes to exchange traded products (“ETPs”), the common perception among many investors is that they are cost-effective investments that can form part of one’s long-term core portfolio holdings. But given the widening range of funds now available on the ASX, investors should also appreciate ETPs are also handy trading tools in their own
As a bright-eyed young teenager in the late 80s (revealing my age), one of the great movies of the time, Back to the Future II, revealed some pretty ‘crazy’ predictions on the technologies and products that would be available in the future – the future back then being the year 2015. One of the key
It’s been 12 months since we published a performance commentary post on our BetaShares Australian Dividend Harvester Fund (managed fund) (ASX Code: HVST). Given the popularity of that post, we’ve decided to do a refresh – we’ll also make sure we do it every year going forward. This post may also be helpful for the
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
The Australian dollar has proven stubbornly resilient in recent months, thanks to firm iron ore prices and reluctance on the part of the United States Federal Reserve to raise US interest rates. This note updates our valuation model of the Australian dollar, particularly in light of recent comments by the Reserve Bank suggesting the terms of
The Australian exchange traded fund industry hit a new all-time high in August of $23.6 billion in funds under management (FUM). The industry gained a modest 1% (or $220 million) in FUM, building on the positive growth from July, which had marked the previous record.
Watch BetaShares Chief Economist, David Bassanese wrap up the 2016 Earnings Reporting Season in this short 2 minute video.
Solid US economic data and hawkish rhetoric from several Federal Reserve members saw markets last month start to fear re-commencement of US official interest rates hikes. Whether the Fed hikes rates or not in coming months, a key emerging investment theme nonetheless is a maturing in America’s expansion due to diminished spare labour market capacity. In