Insights | BetaShares
Robot Revolution

Robot Revolution: Is this the great global mega-trend of the 21st century?

Thanks to rapid technological advances, the global robotics and artificial intelligence (A.I.) sectors stand poised to significantly boost global economic productivity and redress worker shortages caused by population ageing over coming decades.  As this note will demonstrate, moreover, the robot revolution also offers the growth potential to reward investors who tap into this emerging global

Read more

Back to the bad old 1960s?

US Inflation: Back to the bad old 1960s?

With the US labour market tight and inflation starting to lift, one similar historical episode that has attracted investor attention, and which may be instructive for today’s market, relates to the late 1960s.  At that time US wage and price inflation started to lift quite quickly, which eventually led to higher interest rates and a

Read more

Bracing for volatility

Bracing for Volatility?

The last few years have certainly been fruitful for some investors in the international space, with most markets showing meaningful gains. The future, however, may hold more uncertainty, with quantitative tightening and heightened geopolitical risks anticipated as we look ahead. In years gone by the response to failing markets and economies was that of fiscal

Read more

Tight oil supplies could fuel interest in energy stocks

Tight oil supplies could fuel interest in energy

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

Read more

credit card

You get what you pay for!

As a new mother I have experienced a world entirely new to me. Other than the continuous lack of sleep, never have I been exposed to so much advertising and marketing on all the different baby products my child “absolutely, positively” needs.  Gasp! In some ways, the marketers of these products appear to be suggesting

Read more