Insights | BetaShares
Time to reconsider the inflation target?

Time to reconsider the inflation target?

With local inflation and interest rates seemingly entrenched at low levels,  this note suggests it now perhaps an opportune time for the Reserve Bank and Federal Government to reconsider the inflation target itself – especially as it now seems a little higher than the international norm. Lower for longer presents dangers Last week marked two

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Market Trends: August 2018 Update

Global stocks were boosted by strong earnings and the absence of inflation shocks in the United States last month.  Countering recent trends, local financials rebounded for the second month in row. Download the latest update of my Market Trends report, detailing current and potentially emerging trends across equity and bonds markets. Market Trends – August 2018 Update

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Investing in hybrids – how does HBRD stack up?

In the analysis below we have studied the performance of the BetaShares Active Australian Hybrids Fund (managed fund) (ASX:HBRD) from inception in November 2017 to 31 July 2018, against a range of alternatives. These include an ASX hybrids index published by index provider Solactive (which is the benchmark for HBRD), the fixed-rate Australian bond benchmark

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When will US wage inflation take-off?

When will US wage inflation take-off?

Probably the biggest single macro-economic risk to the ongoing global equity bull market is a sudden upsurge in US wage inflation, due to its tight labour market. This could in turn see US interest rates move up much more quickly.  This note examines the risks. US labour market appears very tight The chart below outlines

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How to Lower the Cost of Your Investment Portfolio with this ETF

How to Lower the Cost of Your Investment Portfolio with this ETF

Exchange Traded Funds (ETFs) have become popular investment options in recent years for Australian investors. An ETF is an open-ended fund which is bought or sold on the sharemarket just like any share and is generally designed to track the performance of an asset class or sector. They are known for their low management fees,

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Europe and Japan: back exporters in a catch-up rally?

The performance of European and Japanese shares has generally lagged US shares since the global financial crisis, but they now appear to offer scope for outperformance, especially if the $US remains strong.  Furthermore, due to sector and demographic headwinds, any outperformance seems likely to especially favour exporters. Europe & Japan: Lagging the United States As

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