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Market Trends: August 2019

Reading time: 5 minutes
Key Market Trends – bonds still driving equities
There were more modest moves in global financial markets over July, with earlier aggressive expectations of US Federal Reserve interest rate cuts tempered somewhat by signalling from the Fed. US-China trade tensions also continued to linger while markets braced for the Q2 US earnings reporting season.

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Investing for income

Investing for Income

Reading time: 5 minutes
According to a Bloomberg report from June 2019, more than 20% (or US$11 trillion worth) of the investment-grade bonds on issue worldwide were trading at negative yields. In other words, investors buying these bonds know that if they hold them to maturity, they will receive cashflows over the life of the bond that are less than what they are paying for the bond today!

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Global ETF Review Q2 2019 - fixed income

Global ETF Review Q2 2019: Fixed income stretches lead

Reading time: 3 min
As 2019 reaches its half-way point, we have seen a continued and marked preference by investors for passive strategies at the expense of actively managed strategies, along with an overall preference for investing via the ETF structure. Overall U.S. ETFs received ~US$56B of net inflows versus outflows in traditional managed funds of ~US$8.5B.

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Aus ETF Review - Half year 2019

BetaShares Australian ETF Review – Half Year 2019

Reading time: 4 minutes
INDUSTRY BREAKS THE $50B BARRIER!
It has been another strong performance by the Australian ETF industry in the first six months of 2019. The industry’s funds under management increased by a very significant 25% for the half, to end the financial year at a new record high of $50.9B,

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Defence is the best offence

Defence is the best offence

Reading time: 4 minutes
Last month, the Toronto Raptors won their first NBA Championship in franchise history against the Golden State Warriors, who had one of the most dominant offences of the last five years.  It is interesting to analyse how the Raptors pulled it off.  Not only did they lead offensively by scoring more points and making more free throws,

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Market trends: July 2019

Market Trends: July 2019

Reading time: 5 minutes
Key Market Trends – bond-driven equity rally
May’s US-China trade fears gave way to central bank easing hopes in June, with a further decline in bond yields helping power a rebound in global equity markets.  New dovish signals from the US Federal Reserve saw the $US weaken while the $A firmed –

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ETFs and the fine art of portfolio rebalancing

ETFs and the fine art of portfolio rebalancing

Reading time: 3 minutes
Determining how to spread your funds across investment asset classes of varying risk and potential return is one of your most important investment decisions.
Having a lot invested in equities will likely mean your long-run returns will be higher, but also that you will have to endure more volatility along the way.

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market trends - june 2019

Market Trends: June 2019

Reading time: 4 minutes
Video: Quick highlights
Key Market Trends
A resumption of US-China trade tensions saw global equities pull back in May, with the MSCI All-Country World Index declining by 5.7% in local currency terms.  As seen in the chart below, this continues the broadly choppy performance of equity markets since early 2018,

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global etf review Q1 2019: Fixed income

Global ETF Review Q1 2019: Fixated on Fixed Income

Reading time: 3 min
The first quarter of 2019 saw investors continue to preference investing via the ETF structure compared to traditional mutual funds, which continued to sustain net outflows. Fixed income was most definitely the flavour of the quarter, as investors moved to a decidedly risk-off position in their portfolios.

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