Insights | BetaShares
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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A new dawn in the land of the rising sun

A new dawn in the land of the rising sun

Reading time: 2 minutes
Japanification
For almost three decades, from 1991 until only a few years ago, the Japanese stock market severely underperformed other developed markets on the back of a stagnating economy. So much so that the term ‘Japanification’ was coined to reference other developed economies possibly facing the same challenges that plagued the Japanese economy during this time,

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3 ways to ‘stay invested’ in 2021

Reading time: 5 minutes
The bull market has continued to edge higher in 2021 with stimulus package discussions continuing in the U.S., global vaccine rollouts – and even Jack Ma making public appearances again! There has been significant outperformance in certain sectors, notably mega-cap Tech, and other sectors such as Energy and Financials,

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Apple v apples

Property vs. sharemarket – the age-old debate

Reading time: 7 minutes
Whilst interest rates are at record lows and are likely to remain there for several years based on Reserve Bank governor Phillip Lowe’s commentary1, should you be taking advantage of the current market environment by investing in property or investing in the sharemarket?

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Market Trends: December 2020

Market Trends: December 2020

Key global market trends – stock rebound!
After two months of consolidation, global equities powered ahead in November, reflecting positive COVID-19 vaccine news and a seemingly clear winner of the U.S. Presidential election. The gains came despite rising COVID-19 cases in both Europe and the United States and the re-imposition of some social distancing restrictions.

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