Insights | BetaShares

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

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queen of the internet

What the Queen of the Internet’s latest report means for tech investors

Reading time: 4 minutes Every year in June, a report is published that is essential reading for anyone interested in investing in the tech sector. Written by the woman dubbed the ‘Queen of the Internet’, Bond Capital founder Mary Meeker, the Internet Trends Report has become the most highly anticipated slide deck in Silicon Valley

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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

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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

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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

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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. Within equities, North American

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