Market Trends Archives | BetaShares

Market Trends: December 2019

Reading time: 4 minutes
Key Global Trends – optimism prevails

Ongoing hopes of a US-China trade deal and signs of stabilisation in the two-year global growth slowdown allowed risk-on investor sentiment to prevail during November – with global equities and bond yields moving higher and gold prices pushing lower. 

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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 yields rebounded strongly in September as the US and China agreed to resume trade talks and the US Federal Reserve indicated it might not need to cut interest rates as aggressively as the markets had thought.

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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 year.

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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 curve.

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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 earnings reporting season.

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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,

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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 expectations grew that the Reserve Bank would eventually cut interest rates,

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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,

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