Portfolio Construction Archives | BetaShares
Bonds are to equities what Pippen was to Jordan

Bonds are to equities what Pippen was to Jordan

Reading time: 5 minutes
If, like me, you watched ‘The Last Dance’ during Covid-19 lockdown, you will appreciate what an amazing team the Chicago Bulls were during the 1990s. Flashy, charismatic and awe-inspiring – Michael Jordan rightly commanded the spotlight. In contrast, the slow-talking, relatively shy Scottie Pippen never got the recognition he deserved.

Read more

Did your ethical ETF pass the Wirecard test?

What we learned from Wirecard – does your ethical ETF pass the pub test?

Reading time: 5 mins
Late last week, German payments giant Wirecard filed for insolvency, owing creditors almost $5.8 billion. The company’s collapse came a week after its auditor, Ernst and Young (EY), found a massive $3.1 billion hole in its books. EY refused to sign off on the company’s 2019 accounts,

Read more

The Australian Technology Sector (ASX: ATEC) : A home grown growth opportunity

The Australian Technology Sector (ASX: ATEC) : A domestic growth opportunity

Although the technology sector retains a relatively small weight within the local share market by global standards,  it nonetheless has the potential to offer attractive long-term growth opportunities for investors.  In this regard, a convenient and diversified way to tap into this potential is via the recently launched BetaShares S&P/ASX Australian Technology ETF (ASX: ATEC).

Read more

GGOV: Defending your portfolio with global government bonds

GGOV: Defending your portfolio with global government bonds

Reading time: 4 minutes
Despite the current upbeat mood in global equity markets, the outlook still includes significant downside risks. For investors seeking some portfolio diversification and defence in view of these risks, one potentially attractive option is high-quality, long-dated sovereign bonds issued by the governments of today’s major developed market economies –

Read more

AUST, WRLD and HVST – your portfolio handbrake in volatile markets

AUST, WRLD and HVST – a portfolio handbrake in volatile markets

Reading time: 4 minutes
Given current sharemarket instability, we have received a number of questions regarding risk management and how to reduce portfolio volatility in times of market distress. Many of our investors have constructed well-balanced portfolios which incorporate fixed income as a counterweight to equities, but still would like an element of risk management for the equities component of their portfolio.

Read more

Hybrids and credit spreads – a potential opportunity in a difficult market

Hybrids and credit spreads – a potential opportunity in a difficult market

Reading time: 4 minutes
Written by Christopher Joye, Chief Investment Officer, Coolabah Capital Investors, Manager for HBRD
A dramatic increase in credit spreads in major bank hybrids presents investors with the potential for attractive gains
Amidst the current market turmoil, ASX-listed hybrids have been one of the more liquid and transparently-traded parts of the fixed income markets.

Read more

BetaShares Bear funds - your questions answered

BetaShares Bear Funds – some questions answered

Trading volumes in BetaShares’ three Bear equity Funds have increased dramatically as investors seek to protect themselves against – or profit from – falls in the U.S. or Australian sharemarkets.
A number of individuals have contacted us with questions around price movements in these funds, and how they relate to movements in the underlying market.

Read more