ex20 blog post

Taking some eggs out of the basket: A case study on EX20

Whilst a number of Australian investors derive the majority of income from their share portfolios from the 20 largest companies on the ASX, there can be significant benefits to diversifying away from these shares and looking at the remaining 180 companies that make up the S&P/ASX 200 Index. Indeed, recent reductions in dividends and the

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Worlds worst investment

What’s currently the world’s worst asset class investment?

Investing success is often not just about picking the right asset class or securities – but also avoiding the poor investments.  In the current global economic environment, out of the world’s major asset classes, it’s hard to go past global bonds as having potentially the lowest likely return over the next year or so. Let

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ETF Awards 2017

BetaShares wins “ETF Fund Manager of the Year”

For the second year in a row, BetaShares has been awarded “ETF Manager of the Year” at the 2017 Professional Planner & Zenith Fund Manager Awards. The Awards bring together the acknowledged quality of Zenith’s investment research capabilities with the leading independent publication in the financial planning space to recognise sustained excellence in the area

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Has the $US bottomed?

Global Markets Review & Outlook It was a mixed week on global markets with the highlight being a more “hawkish” than expected Fed meeting. In particular, the Fed affirmed it would begin balance sheet run-down next month as expected, but surprised markets by also affirming its expectation of raising rates again in December – and

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wooden house with money

Australian House Price Update: Where’s the value?

Although the official measure of house price inflation suggested Sydney property gains remained solid in the June quarter, more timely indicators point to a softening in this long red-hot market. That’s consistent with estimates suggesting mortgage affordability constraints in Sydney are now around previous peak levels.  Meanwhile, better value appears evident in other capital cities,

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three hot air balloons

Bonds behaving badly? Why floating rate bonds have outperformed fixed rate in recent times

Fixed-income investors seeking safety in bonds be warned: it took only a relatively modest rise in bond yields over the past year for Australia’s headline bond index to post negative returns.  This result highlights the risks that traditional fixed-rate bond investments currently pose to investors in an environment of low but rising bond yields.  By

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