Global Economy Archives | BetaShares
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

Read more

Move over Macron: Italy could boost European stocks and sink the Euro

Despite the election of political centrist Emanuel Macron as French President, European investors would be wrong to conclude that threats to the sustainability of the Euro have now passed.  Indeed, a major new threat looms on the horizon – Italian elections.  Along with the prospect of higher US interest rates, this threat suggests the Euro

Read more

Value favours Europe and Japan

Due to relatively strong corporate earnings growth, the United States equity market has outperformed global peers in recent years. That said, with US interest rates – and to a degree the $US – starting to rise, there appear to be good prospects for catch-up performance by European and Japanese equities over the coming year or

Read more

Found in translation

Incredible food, stunning country side scenery, gadgets galore, brilliant and efficient public transport, it’s a little quirky, it has amazing culture and has sights and sounds that make your senses come alive – Japan sure is a great place to go for a holiday and/or business trip. It is also a destination that more of

Read more

Why earnings trends support European equities

In this guest post, Jeremy Schwartz, Director of Research at WisdomTree, looks further into the relative attractiveness of European equities vs. U.S. equities.  European markets trade at a discount to the U.S. Does that make them attractive despite the uncertainty that plagues the European economy and the political risk associated with Brexit, including the possibility

Read more

Japan Is Inexpensive — Where to Look for Performance

In BetaShares’ view, the sweeping upper house election victory this past weekend by Japan’s ruling Liberal Democratic party was a vote of confidence in Prime Minister Shinzo Abe’s economic policies and bodes well for the economy over the coming year. With this in mind, we think it is an opportune time to re-consider the case for

Read more