Reading time: 5 minutes Key Market Trends – bond-driven equity rally May’s US-China trade fears gave way to central bank easing hopes in June, with a further decline in bond yields helping power a rebound in global equity markets. New dovish signals from the US Federal Reserve saw the $US weaken while the $A firmed
Reading time: 3 minutes Eating. It’s one thing we all do on a daily basis. But while we accept that food is an enjoyable staple of life, we typically give little thought to the investment opportunities that agriculture offers. Do you spread margarine on your toast, splash a little soy sauce on your rice, or
The Australian materials sector (largely comprising our major miners) has performed relatively well so far this year due to firmer commodity prices and a relatively benign United States interest rate outlook. Although valuations in the sector appear high, they might be justified if commodity prices hold up near current levels and miners are able to
The ongoing growth of the Australian ETF industry means that investors who have an interest in obtaining exposure to commodities are now able to choose between Commodity ETFs or Commodity Company ETFs. In this post I describe some of the key differences between these two types of products and why an investor may decide to
El Niño, Neutral and La Nina… The three newest BetaShares ETFs? Not quite. These are the three phases of the El Niño–Southern Oscillation (ENSO). Back in October last year, my colleague and Chief Economist at BetaShares – David Bassanese, discussed the impacts the phase of El Niño can have on the Australian economy and on
Over the past six months I’ve spoken to a lot of advisers, as well as self-directed investors, who have considered investing in Oil and Gold. When I ask what is drawing investors to these exposures I get different answers depending on the commodity. For oil, investors are telling me they are interested due to the
With the price of oil below $40, some investors might think now is a good time to invest into an oil exposure and then sit and wait for the price of oil to eventually rebound. However, investing in oil isn’t that simple. In this post for the BetaShares Academy, I describe the ‘ins and outs’
There’s no doubt oil prices have dropped a long way in recent months. Of course, that begs the question of whether oil prices are near their bottom and worth buying from a medium or long-term investment perspective. Although picking exact market bottoms is fraught with difficulty, from an historical perspective it would be unusual if
Please click on the image to watch the video interview.
In this informative 10 minute interview, David discusses the collapse in commodity prices, the Australian economic outlook, the Fed, and the biggest risk in global markets next year. Click on the image to watch the full interview now.