Case For HBRD - BetaShares
Re-opening trades

Re-opening trades: three attractive global value opportunities

Reading time: 4 minutes
With global growth benefiting from the vaccine rollout and re-opening of shuttered parts of the economy, so-called ‘value’ investment exposures have been performing, and could continue to perform, relatively well. This note outlines three potentially attractive global value opportunities from the suite of BetaShares funds.

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Making cybercrime pay: the growth opportunity in cybersecurity

Making cybercrime pay: the growth opportunity in cybersecurity

Reading time: 4 minutes
Companies today rely increasingly on digital technologies to conduct their business and engage with customers, business partners and employees. In a digitally connected world, cybercrime presents ongoing risks and threats to companies operating in all industries.
As exposure to, and reliance on network systems,

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Where is the money going? May 2021 update

Where is the money going? (May 2021 update)

Reading time: 3 minutes
Last year, we looked at some interesting data for total ASX ETF net flows across asset classes. In case you missed it, you can see the post here.
Given the positive feedback we received on the article, we thought we would provide an update on the top asset class flows of 2021 so far.

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London buildings

Is the FTSE finally finding its feet?

Reading time: 3 minutes
Ever since the unexpected result of the 2016 Brexit referendum, the UK market has, for many investors, fallen into the “too hard” basket. Years of uncertainty due to the implications of Brexit, Covid-led disruptions and the less-than-stellar initial Government response to the pandemic have led to UK equities being one of the least loved global developed markets.

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Global emerging markets: Key themes driving emerging markets

Key themes driving global emerging markets

Reading time: 4 minutes
Each year, many investors look to economic forecasts to help guide their asset allocation decision making. While the macro backdrop will certainly influence various asset classes (some more than others), there are several key trends across the globe that excite the portfolio managers of the BetaShares Legg Mason Global Emerging Markets Fund (managed fund) (ASX: EMMG) regardless of the economic forces at play.

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Factoring in Factors to your Investing

Factoring in factors to your investing

Reading time: 3 minutes
In the realm of investing, a ‘factor’ can be described as any characteristic that helps explain the long-term risk and return performance of an asset.
Factor investing is an investment approach that involves targeting specific drivers of return across asset classes. There are two main types of factors that have driven asset class returns: macroeconomic factors and style factors.

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Apple v apples

Value or growth? Why not both

Reading time: 4 minutes
In the vast universe of investment approaches, perhaps the largest divide is between growth investors and value investors.
Growth investors are willing to pay a premium for earnings, sales or revenue growth, while value investors target companies, sectors or even regions that they believe are being undervalued by the market based on their fundamental value,

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CLDD: Behind the ticker

Behind the ticker: Fighting COVID in the cloud

Reading time: 2 minutes
One thing that COVID has taught Australians (particularly Victorians) is that the quality of contact tracing is integral to keeping outbreaks to a minimum and ensuring the country can remain open. Time and time again we have heard claims from our politicians of ‘gold standard’ contact tracing,

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