Insights & Ideas | BetaShares

Adviser and Institutional Insights

Adviser Edge

The BetaShares Adviser Edge series aims to provide you with investment ideas that can be implemented using ETFs, and resources to help you communicate those ideas to your clients.

Each month you’ll receive an email containing a brief summary of the idea, with a link to a page on our website with more detail.

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Institutional Insights

The BetaShares Institutional Insights series aims to provide you with information on how institutions around the world are using ETFs.

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Retirement

The BetaShares Retirement series aims to provide information and investment ideas relevant to retirees and those approaching retirement, including SMSFs.

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Portfolio Insights

The BetaShares Institutional Insights series aims to provide you with information on how institutions around the world are using ETFs.

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Latest articles

The 3 most important things for core portfolio allocations

Core exposures are the foundation of every investor’s portfolio. Read about three essential characteristics of core exposures, and examples of ETFs that we believe meet these criteria.

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Access the growth potential of the powerhouses of Asian technology

Asian technology stocks have proven resilient in the current environment. BetaShares ASIA ETF, which provides exposure to a diversified portfolio of leading Asian tech companies, is well-placed to benefit from the sector’s growth potential.

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A look behind the labels reveals that not all ethical ETFs are created equal

Not all ethical exposures are the same, with important differences in methodology and the rigour of screening processes between ethical ETFs. Learn more about the strict sustainability and ethical standards applied to BetaShares' four ethical ETFs.

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Are you caught in the 'retirement trap'?

The current structure of Australia’s retirement income system can produce unintended and undesirable outcomes for certain retirees, due to the interaction between the eligibility for pension entitlements and the assets and income tests.

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IIND: simple-to-access, cost-effective exposure to India’s fast-growing economy, with the kicker of a recent cut to Indian corporate tax rates

What does a cut in the corporate tax rate and China-U.S. trade war mean for the Indian economy and the BetaShares India Quality ETF (ASX: IIND)?

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The two largest ethical ETFs currently on the ASX, with strict ESG screens to deliver ‘true-to-label’ exposure

BetaShares’ ESG funds ETHI and FAIR employ some of the most stringent ESG screens in the industry, and have done so without sacrificing returns.

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Does your portfolio have the EX factor? EX20 offers a diversified Australian equities portfolio without doubling down on the big banks and miners

A portfolio comprising companies outside the top 20 offers the potential for growth without increasing exposure to stocks most investors already hold.

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Challenging the norms: Glide paths and vapour trails

In this month’s Portfolio Insights, BetaShares Senior Investment Specialist, Roger Cohen, challenges the traditional glide path to investing, whereby young investors typically start with near 100% invested in risk assets. The paper discusses the notion of starting an investment journey with a higher weighting to risk assets, greater than 100%. It explores this unconventional idea and the factors to consider.

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True to label ethical funds, allowing investors to profit from their principles

BetaShares’ two ethical funds, ETHI and FAIR, apply stringent responsible investment screening criteria, without trading off financial performance.

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Enhanced income with the potential for lower portfolio volatility

BetaShares’ YMAX and UMAX funds employ a call option writing strategy that generates extra income and has the potential to reduce portfolio volatility.

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A fixed income blend of ETFs offering efficiency, the potential for outperformance, and the ability to fine-tune fixed income exposure

A combination of three of our fixed income funds, AGVT, CRED and QPON, provides exposure to both credit and duration.

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A fixed income blend with the potential for higher returns and improved portfolio diversification

A combination of two of our fixed income funds, CRED and QPON, has the potential to outperform funds that track the AusBond Composite index.

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Why fixed income at low yields still makes investment sense

In this month’s Portfolio Insights, BetaShares Chief Investment Officer, Louis Crous, explores the challenges of investing in fixed income in a low-yield environment. The paper examines a number of factors to consider when assessing whether allocating to fixed income in a low-yielding world still makes investment sense. In particular, we revisit the concept of yield to maturity and look at the performance of fixed income over shorter timeframes, the importance of diversification, and the risk of capital loss should yields rise.

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Investing in Tomorrow: Understanding Thematic Investing

Where can thematic investing add value to clients portfolios? In this month’s Portfolio Insights, BetaShares’ Assistant Portfolio Manager, Don Hoang and Head of Strategy, Ilan Israelstam explore the case for thematic investing, including the rise in its popularity, the rationale behind thematic investing and how it can assist in reducing investor exposure to short-term economic cycles. Unconstrained by the traditional industry sector or geographical boundaries, thematic investing allows advisers to position clients’ portfolios for a future that may look different to anything we are accustomed to.

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Musings on retirement savings

In this month’s Portfolio Insights, BetaShares’ Senior Investment Specialist, Roger Cohen, challenges default super allocations for millennials. This is the first of a series of papers that Roger will author to be known as “Challenging the Norms” – which aim to provoke thought amongst financial practitioners and challenge commonly held views and practices. In this piece, Roger questions whether traditional notions of asset allocation are really the right choice for young investors with long investment horizons.

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Cash or bonds: what’s been the better equity diversifier?

In this month’s Portfolio Insights, BetaShares Portfolio Manager, Chamath De Silva, illustrates, using historical analysis, the potential volatility reduction and overall diversification benefits investors can achieve from adding either cash, government bonds or investment-grade corporate bonds to an equities portfolio. In particular, the analysis illustrates the “efficiency” benefits that longer-maturity bonds, rather than cash, can have on a portfolio when combined with equities; historically generating higher returns with lower volatility.

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Designing a Smart Alternative Approach for Investing in Australian Small Companies

In this Portfolio Insights, BetaShares’ Senior Portfolio Manager, Thong Nguyen, illustrates how taking a systematic approach to investing in Australian small-caps can be an attractive alternative to both a passive-index tracking approach or capacity-constrained active approach with high concentration risk to individual shares. The note also provides an actionable implementation vehicle by which to pursue such a strategy.

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Size does not always matter – an Australian equity perspective

In this Portfolio Insights, BetaShares’ Chief Investment Officer, Louis Crous illustrates why investors and their advisers should consider looking outside these blue-chip stocks in order to potentially capture compelling long term risk-adjusted returns and earnings growth benefits. The note also provides an actionable implementation vehicle by which to pursue such a strategy.

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Lifecycles, risk tolerance and leverage

In this Portfolio Insights, written by Chamath de Silva, Portfolio Manager, we look at the role of ‘human capital’ and how such capital should be considered when making asset allocation decisions, and how the often misused tool of leverage can play into such decisions. In particular, Chamath explores the role that careful use of leverage can play in capital efficiency and life cycle asset allocations, particularly for younger investors.

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Bond Composites and Duration: An Inconvenient Truth

In the first Portfolio Insights article Chamath De Silva, Portfolio Manager, discusses the current state of the bond markets – where the increase in duration combined with a spike in volatility amid rising inflation mean that fixed rate bond holders are taking on more risk than they may actually be aware of.

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