Insights | BetaShares
ETF Review - November 2018

BetaShares Australian ETF Review – November 2018

Industry ekes out gains in another tough month in equities  Notwithstanding continued market volatility and sharemarket declines, the ETF industry returned to its growth trajectory after last month’s declines, ending the month at $41.1B in assets. The industry’s total market cap grew by 0.8% (+$320m), which was entirely driven by net inflows rather than asset

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Market Trends: December 2018

Overview – global equities stage a modest comeback Global equities returned a modest 1.3% in local currency terms during November, partly unwinding their sharp 6.9% slump in October. An easing back in global bond yields supported both bond and equity returns in the month, reflecting persistent low US inflation reports and signals from the US

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WAAAX vs. FAANG: How does the Aussie tech sector stack up against its US counterparts?

WAAAX vs. FAANG: How does the Aussie tech sector stack up against its US counterparts?

The Australian technology sector has enjoyed solid return performance in recent years, so much so that some of the leading companies have been given their own acronym – the so-called “WAAAX” stocks.  As this note demonstrates, however, our home grown technology boom appears somewhat frothier than is the case in the United States, where share

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Fixed Income: No longer the forgotten allocation

Fixed Income: No longer the forgotten allocation

Jonathan Baird, Investment Specialist, Western Asset Compared to global peers, Australians tend to have a very low allocation to fixed income (bonds) in their investment portfolios, preferring to allocate to cash and term deposits. Yet bonds can be a reliable and stable income investment, providing a relatively high level of capital stability alongside meaningful diversification

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Invest in human progress

How to invest in human progress

Forget about fake news – have you heard the good news?  In 1990, 35% of the world’s people lived in absolute poverty.  By 2015, just 9.6% did.  By 2015, more than 1.25 billion people were lifted out of extreme poverty, which is roughly 138,000 people per day. The Brookings Institute calculates that half of the

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What type of stock may Warren Buffett like?

What type of stock might Warren Buffett like?

Financial research suggests that so-called “quality” companies, i.e. those with high return on equity (or “ROE”), tend to be able to produce market-beating shareholder returns.  But as this note demonstrates, it’s not enough to simply rank companies based on their current ROE – rather consideration must also be given to the likely sustainability of their

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