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
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
Global bond yields have started to lift over the past year after several years of trending down. This post examines how structural and cyclical factors have affected US bond yields over recent years and what a “normal” level of US bond yields might look like going forward. We can’t blame inflation for lower bond yields As
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
In this guest post, Jeremy Schwartz, Director of Research at WisdomTree, looks further into the relative attractiveness of European equities vs. U.S. equities. If you would like to hear more from Jeremy, he will be speaking live from New York as part of our educational webinar series, tomorrow at 12pm Sydney time – register now.
This week’s annual meeting of global central bankers at Jackson Hole comes at a time when investors are beginning to question the wisdom of ongoing extreme monetary stimulus. Contrary to many critics, however, my concern is not that these measures have not worked. Instead, I maintain they’re simply not needed, as the global economy
Hi, my name is Mai Platts, BetaShares Account Manager – Adviser & Institutional Business, and I am addicted to technology. It took me a while to admit it, however here it is, in this very public forum. I am not ashamed to say that if I am given a choice, you’ll find me waving my
This 4 minute interview can be seen here.
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
This week marked the start of the United States March quarter earnings reporting season. As is usually the case, both analysts and companies have “aired their dirty laundry” early, with particularly large downgrades to expected earnings well ahead of time. As a result, it’s quite likely that the actual reporting results may once again be