Insights | BetaShares
hybrids victory

Frankly amazing: why hybrids are a big election winner

Reading time: 4 minutes The surprise Federal election result has been positive for hybrids, and good value appears to remain in this sector.  The market’s overreaction to franking credit fears, moreover, highlights the benefits of active management in this complex area. Fading overreaction to the Labor Party Policy When Labor initially announced their proposal to

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3 investment implications

No FOMO for ScoMo: 3 key investment implications post-election

Reading time: 4 minutes The surprise Federal election victory by the Liberal-National Party (LNP) Coalition has upended many previously held beliefs and fears concerning Australia’s investment markets.  This note outlines three key implications for investors along with some associated investment ideas for those who wish to conduct a post-election review of their portfolio. ScoMo’s Return:

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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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Australian ETF Review April 2019

BetaShares Australian ETF Review – April 2019

Reading time: 5 minutes FIXATED ON FIXED INCOME AS INDUSTRY APPROACHES $50B MILESTONE The Australian ETF industry started the second quarter of 2019 where the previous quarter finished, with strong monthly growth which led the industry to once again hit a fresh record high, just shy of the milestone $50B mark. The industry ended April

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Market trends May 2019

Market Trends: May 2019

Reading time: 5 minutes Video: Quick highlights Asset Class Performance – global equities power on Global equities were the best performing of our seven major asset classes* in April, while Australian equities also posted good returns.  Supporting stocks was a better than feared US earnings reporting season, persistent low inflation and continued gradual improvement in

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No franking worries

No franking worries! Generating income without relying on franking credits

Reading time: 4 minutes The proposed removal of franking credit rebates that is part of the ALP’s election policy has been an ongoing point of discussion over the last 12 months. Irrespective of debate around the upcoming election or the form any rule changes may ultimately take, a central issue for many investors is how

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US earnings

US market faces an earnings headwind

Reading time: 4 minutes Following a “V-shaped” recovery from the sharp market sell-off late last year, US equities now face a reality check as we head into the Q1 earnings reporting season. Although early earnings results have broadly met expectations, there seems more downside than upside risk to the earnings outlook as this year progresses.

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RINC

RINC one year on – delivering in a volatile market

Reading time: 7 minutes Volatility returned to investment markets over the past year as growth accelerated and central banks, especially the US Federal Reserve (Fed), started to remove excess liquidity by raising interest rates and reversing quantitative easing.  As a defensive, income focused equity strategy, the BetaShares Legg Mason Real Income Fund (managed fund) (RINC)

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Jdcom drone-640x360

ASIA: Behind the Ticker – You’ve heard of DJ’s, but what about JD.com?

Quick read: 3 minutes JD.com aka Jingdong could be the biggest company you’ve never heard of. The company started as a small bricks and mortar store in Bejing in 1998 and moved online in 2004. It now provides over 314 million active customers in China with direct access to an unrivalled range of authentic high-quality

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