Insights | BetaShares
Market Trends: July 2021

Market Trends: July 2021

Global market trends – stay bullish
An apparent easing of inflation concerns and central bank tightening fears were the major market drivers in June, along with continued progress in the global vaccine rollout and reduction in COVID-related restrictions.
As a result, the global equity rally continued, with the MSCI All-Country World Equity Index returning 2.2% in local currency terms,

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The ESG revolution

The ESG revolution – what is behind it?

I’m not a female portfolio manager, but a portfolio manager who happens to be a female, and in what is often referred to as an ‘old-fashioned’ and male-dominated industry, I’m here to break the mould.
My first job out of university was an operational role for another fund manager. I still remember googling ‘impressive Excel skills for interview’ the night before my first real job interview,

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Not all indices are created equal

Not all indices are created equal – taking a fundamental approach

Reading time: 2 minutes
Over the past decade, a seismic shift has occurred across the global investment landscape – the shift of assets from active investment managers towards passive, or index, strategies. This shift has been of such magnitude that in the U.S. market the total assets invested in passive strategies eclipsed the total invested with active managers in April 20191.

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Time to top up on Tech?

Time to top up on Tech?

Reading time: 3 minutes
If you have looked at recent financial headlines, there’s a high chance the rotation of assets into value exposures has been mentioned. This has largely been a result of a plethora of positive vaccine rollout updates, the reopening of the global economy and expectations of rising inflation.

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