Equities Archives | BetaShares
Market trends: July 2019

Market Trends: July 2019

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

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global etf review Q1 2019: Fixed income

Global ETF Review Q1 2019: Fixated on Fixed Income

Reading time: 3 min The first quarter of 2019 saw investors continue to preference investing via the ETF structure compared to traditional mutual funds, which continued to sustain net outflows. Fixed income was most definitely the flavour of the quarter, as investors moved to a decidedly risk-off position in their portfolios. Within equities, North American

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Jdcom drone-640x360

ASIA: Behind the Ticker – You’ve heard of DJ’s, but what about JD.com?

Quick read: 3 minutes JD.com aka Jingdong could be the biggest company you’ve never heard of. The company started as a small bricks and mortar store in Bejing in 1998 and moved online in 2004. It now provides over 314 million active customers in China with direct access to an unrivalled range of authentic high-quality

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Global Robotics

Global Robotics: potential value opportunities following the market pull back

As a high growth sector with strong exposure to Asian markets, it’s no surprise that global robotics companies suffered a setback with the downturn in global equity markets in 2018.  That said, given the strong longer-term outlook for robotics remains generally undiminished, the recent pull back in prices has improved valuations and may provide investors

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Global Energy Companies: A 2018 turnaround on the cards?

After close to a decade of underperformance there are strong indications that 2018 could finally be the turnaround year for the world’s major energy companies. In this post, I provide some reasons why this could be: The synchronised global growth currently being seen across developed and emerging markets should provide support for oil demand. Meanwhile,

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CyberSecurity

HACKED! The investment opportunity in the world’s fastest growing threat

No longer does it matter whether a company is considered “old world”, for example specialising in energy, or a service company dealing with sensitive client data such as a bank or insurance company, or a company involved in new technologies such as Artificial Intelligence or Crypto assets. The commonality between most businesses nowadays is that

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NASDAQ in focus: the age of Amazon

“I really underestimated the brilliance of the execution” – Warren Buffet on Amazon at 2017 Berkshire Hathaway AGM Amazon went public 20 years ago at just $18 a share. In that time the company has transformed from a $400 million dollar online bookstore into a $450 billion dollar e-commerce behemoth. Name a consumer good and

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Investing profitably with a conscience – ethical or mythical?

Current investors have never had more choice when it comes to investment opportunities, but with all this choice there’s always been one common objective – and that is to make a profit. But what if you, as an investor, were able to make that profit by investing in companies or organisations which marry their commercial

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