Insights | BetaShares
global etf review Q3 2019: etf flow

Global ETF Review Q3 2019: Bursting Burry’s bubble

Reading time: 3 min
The global ETF industry ended the third quarter of 2019 at a record high, with US$5.8T1 in assets under management – reflecting growth of 20% YTD.
According to BetaShares’ Global ETF Review Q3 2019,

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Market Trends: September 2019

Reading time: 5 minutes
Key Market Trends – trade tensions return
August saw a return to ‘risk-off’ sentiment in global markets, reflecting a resumption in US-China trade tensions, growing signs that these tensions are impacting on global growth (especially in Asia and Europe) and related fears associated with the renewed inversion of the US yield curve.

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The search for global quality

Reading time: 3 minutes
Market cap-weighted share indices can tend to overweight overvalued stocks and underweight undervalued stocks. Investing based on quality, on the other hand, does not consider a stock’s market capitalisation – rather it applies certain quality factors.
This approach aims to produce superior performance to market cap-weighted indices,

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FTSE 100 ETF

Boris, backstops and Brexit: is the U.K.’s FTSE-100 a value opportunity?

Reading time: 5 minutes
The election of Boris Johnson as the U.K.’s new Prime Minister has heightened Brexit concerns.  As this note will demonstrate, however, these concerns have already been at least partly priced into the U.K.’s FTSE-100 Index – and perhaps unduly so given the global orientation of its most highly-weighted companies. 

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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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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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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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Search for income beyond borders

The search for income: Looking beyond our borders

Reading time: 6 minutes
With interest rates around the world in low single digits, investors have been forced to seek stocks paying a decent dividend yield to satisfy their income requirements. In Australia, investors have turned to high dividend payers such as the big four banks (a tough call given the headwinds from the Royal Commission and fears of a housing crisis),

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fortifying your portfolio

Late Cycle Bull Markets: 5 Ways to Fortify Portfolios in 2019

Reading time: 4 minutes
Beginning in early 2009, the current global equity bull market has been one of the longest on record. While no-one can pick the exact top in the market, a growing number of analysts concede the bull phase is at a mature stage and downside risks are accumulating.

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