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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With global growth benefiting from the vaccine rollout and re-opening of shuttered parts of the economy, so-called ‘value’ investment exposures have been performing, and could continue to perform, relatively well. This note outlines three potentially attractive global value opportunities from the suite of BetaShares funds.

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Major global market trends
The global equity rally continued in May, with the MSCI All-Country World Equity Index returning 1.1% in local currency terms, to be up 38.4% over the year. Global bond yields and the $US eased back further, while commodity prices continued to rise.
All up, investors appeared to be backing the view that inflationary pressures would prove temporary and not cause major central banks to bring forward policy tightening.

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Last year, we looked at some interesting data for total ASX ETF net flows across asset classes. In case you missed it, you can see the post here.
Given the positive feedback we received on the article, we thought we would provide an update on the top asset class flows of 2021 so far.

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Along with rising commodity prices over recent months, the recent much higher than expected lift in United States consumer prices has heightened global market concern over a potential breakout in inflation. For those investors concerned about such a risk, this note considers some potential ways they can add an ‘inflation hedge’

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The theme of the post-COVID Federal Budget is unashamedly “going for growth”. Outlined below are what I consider the key budget highlights.
 A V-shaped economic recovery – without undue inflation 
The economy has rebounded from the COVID crisis far better than most expected.

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Major global market trends
The global equity rally continued in April, helped by an easing back in global bond yields as central banks reiterated their desire to keep accommodative financial conditions. A weaker $US also helped fuel a rebound in commodity prices after they endured a small correction in March.
Relative to their 12-month moving average,

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India now represents approximately 17% of the global population (behind only China) and ranks 6^th in global GDP, with thriving manufacturing, technology, and service sectors¹.
The IMF recently projected that the Indian economy will grow 12.5% in 2021,

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Major global market trends
Reflecting the improving economic outlook, global equities continued to move higher in March, though so too did bond yields. Commodity prices, by contrast, corrected a little, which perhaps reflected a tightening in Chinese credit conditions. Despite the ‘risk-on’ sentiment,

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