Insights | BetaShares

Australian House Price Valuation Update: What’s cheap, what’s expensive?

The latest Australian Bureau of Statistics Residential Property Price Report suggests house prices eased in most capital cities in the March quarter. This note provides an update on my house price valuation estimates. It suggests that while Sydney property remains relatively overvalued, several other capital cities now appear relatively cheap.  Importantly, however, overall Australian house

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Pressure Gauge

An Investor’s Guide to Inflation

In an era of central-bank inflation targeting, what matters most is arguably not inflation, but inflationary pressures. If actual core inflation is contained through tighter monetary policy (as the US Federal Reserve is attempting to do now in the US), it means higher real policy rates and also higher real discount rates for all asset

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Global Market Outlook: Recovery continues

Month in Review – easing interest rate risk supports stocks Global equities continued their rebound in May, after good gains in April, as interest rate and geopolitical risks eased somewhat, while the tail end of the US corporate earnings remained strong. The MSCI All-Country Net-Return Index returned 0.8% in local-currency terms, after a gain of

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Invest in the solution for Buffett’s “number one problem for mankind”

We’re now well and truly living through a digital revolution, and most of us will be aware that a significant portion of our private data has moved online.  This includes everything from internet banking and tax statements, to photos of ourselves and family members on Facebook, to our smart phones constantly backing up all of

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How high will US bond yields rise?

How high will US bond yields rise?

Last week’s technical break higher in US 10-year bond yields has understandably led to concerns that rates could head much higher and potentially undermine equity valuations.  Against this background, this note assesses the outlook for both US bond yields and the equity market. Going Up: US 10-year Yields break the 3% barrier After trading largely

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The ETPs your SMSF needs to know about

Your SMSF needs to know about these ETPs

If you’re utilising a self-managed super fund (SMSF) for your superannuation, then you’ll want to be very smart and strategic about the portfolio that makes up that SMSF. After all, it is your retirement fund, and accumulating as much wealth through it as possible is essential. Many people look to SMSFs in order to give

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