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. Within equities, North American
Reading time: 5 minutes Video: Quick highlights Asset Class Performance – global equities power on Global equities were the best performing of our seven major asset classes* in April, while Australian equities also posted good returns. Supporting stocks was a better than feared US earnings reporting season, persistent low inflation and continued gradual improvement in
Reading time: 4 minutes Following a “V-shaped” recovery from the sharp market sell-off late last year, US equities now face a reality check as we head into the Q1 earnings reporting season. Although early earnings results have broadly met expectations, there seems more downside than upside risk to the earnings outlook as this year progresses.
This article was last updated in May 2019 Quick read: 2 min This is the first in a new series of posts we are commencing in 2019, which we are calling “Behind the Ticker” (ticker being the name that some people use for stock code). In this ongoing series, we will delve deeper into the
With solid global demand and ongoing supply side disruptions, oil prices could well remain reasonably firm over the coming year. If so, there may be investment opportunities in energy related ETFs. In this post, I examine the dynamics of oil and investment opportunities further. Oil Market Appears Tight Since bottoming in early 2016, global oil