Market Trends Archives | BetaShares

Market Trends: November

Key Global Trends – equities still pushing higher Major trends across the four major markets we track above remained unchanged last month, with global equities, gold and the $US still pointing up, and global bond yields still pointing down. Hopes of a US-China trade deal, a good US earnings reporting season, and tentative signs of

Read more

Market trends - October 2019

Market Trends: October 2019

Reading time: 3 minutes Key Global Trends – bond yields snap back Trend signals for major markets remained unchanged last month.  Though they remain in a sharp downtrend, global bonds yield finally bounced last month as the US and China agreed to resume trade talks and the US Federal Reserve indicated it might not need

Read more

India: Is now the time to invest?

Reading time: 4 minutes Despite a strong long-term economic growth outlook, the Indian economy has slowed over recent quarters and its sharemarket has under-performed global peers so far this year.  With policy stimulus on the way, this could offer a buying opportunity, assuming the Indian economy manages to rebound over the second half of this

Read more

Market Trends: September 2019

Reading time: 5 minutes Key Market Trends – trade tensions return August saw a return to ‘risk-off’ sentiment in global markets, reflecting a resumption in US-China trade tensions, growing signs that these tensions are impacting on global growth (especially in Asia and Europe) and related fears associated with the renewed inversion of the US yield

Read more

Market Trends: August 2019

Reading time: 5 minutes Key Market Trends – bonds still driving equities There were more modest moves in global financial markets over July, with earlier aggressive expectations of US Federal Reserve interest rate cuts tempered somewhat by signalling from the Fed. US-China trade tensions also continued to linger while markets braced for the Q2 US

Read more

market trends - june 2019

Market Trends: June 2019

Reading time: 4 minutes Video: Quick highlights Key Market Trends A resumption of US-China trade tensions saw global equities pull back in May, with the MSCI All-Country World Index declining by 5.7% in local currency terms.  As seen in the chart below, this continues the broadly choppy performance of equity markets since early 2018, reflecting

Read more

Market trends May 2019

Market Trends: May 2019

Reading time: 5 minutes Video: Quick highlights Asset Class Performance – global equities power on Global equities were the best performing of our seven major asset classes* in April, while Australian equities also posted good returns.  Supporting stocks was a better than feared US earnings reporting season, persistent low inflation and continued gradual improvement in

Read more

Market trends_April 2019

Market Trends: April 2019

Reading time: 5 minutes Property gains on lower rates Australian listed property was the best performing of our seven major asset classes* in March, benefiting from a steep drop in global bond yields as central banks moved back to a more neutral policy stance.  Indeed, Australian bonds were the second best performing asset class as

Read more

marketoutlook_Mar19_asset

Market Trends: March 2019

Reading time: 5 minutes Major Asset Classes* – Oz equities shine Australian equities were the best performing of our seven major asset classes in February, with good gains across several sectors.  Relief that the Hayne Royal Commission report recommendations were not as bad as feared for banks helped the financial sector, while growing talk of lower local

Read more

Market Trends: February 2019

Major Asset Classes – global equities storm back Global equities returned a strong 7.3% in local currency terms during January, unwinding their 7.2% slump in December.  The return in $A terms, however, was a more muted 4.5% reflecting a rebound in the Australian dollar over the month. Several factors supported the equity rebound, though the

Read more