Portfolio Construction Archives | BetaShares

Passage to India

Reading time: 4 minutes Due to its relatively strong economy, India’s share market has not only been one of the best performing among emerging markets in recent years, but also the world. As this note will demonstrate,  India continues to offer both an alluring growth opportunity and useful source of added diversification for Australian investment

Read more

Investing for income

Investing for Income

Reading time: 5 minutes According to a Bloomberg report from June 2019, more than 20% (or US$11 trillion worth) of the investment-grade bonds on issue worldwide were trading at negative yields. In other words, investors buying these bonds know that if they hold them to maturity, they will receive cashflows over the life of the

Read more

The search for global quality

Reading time: 3 minutes Market cap-weighted share indices can tend to overweight overvalued stocks and underweight undervalued stocks. Investing based on quality, on the other hand, does not consider a stock’s market capitalisation – rather it applies certain quality factors. This approach aims to produce superior performance to market cap-weighted indices, and arguably best demonstrates

Read more

FTSE 100 ETF

Boris, backstops and Brexit: is the U.K.’s FTSE-100 a value opportunity?

Reading time: 5 minutes The election of Boris Johnson as the U.K.’s new Prime Minister has heightened Brexit concerns.  As this note will demonstrate, however, these concerns have already been at least partly priced into the U.K.’s FTSE-100 Index – and perhaps unduly so given the global orientation of its most highly-weighted companies.  Exposure to

Read more

Aus government bonds

3 reasons to invest in long duration government bonds

Reading time: 5 minutes There are at least three reasons why it may make sense to have some exposure to government bonds in your portfolio. And in this regard, relatively long “duration” government bonds – such as through the newly launched BetaShares Australian Government Bond ETF (ASX Code: AGVT) – potentially offer the most advantageous

Read more

Defence is the best offence

Defence is the best offence

Reading time: 4 minutes Last month, the Toronto Raptors won their first NBA Championship in franchise history against the Golden State Warriors, who had one of the most dominant offences of the last five years.  It is interesting to analyse how the Raptors pulled it off.  Not only did they lead offensively by scoring more

Read more

ETFs and the fine art of portfolio rebalancing

ETFs and the fine art of portfolio rebalancing

Reading time: 3 minutes Determining how to spread your funds across investment asset classes of varying risk and potential return is one of your most important investment decisions. Having a lot invested in equities will likely mean your long-run returns will be higher, but also that you will have to endure more volatility along the

Read more

Emerging markets

7 reasons to invest in emerging markets

Reading time: 5 minutes Emerging markets no longer only for the brave Some time ago, investing in emerging market companies was not for the faint of heart. Sector exposures were very biased towards manufacturing and agriculture, while the economies these companies operated in were immature and often had structural issues. What’s more, investors brave enough

Read more

profit from your principles -responsible investment

Profit from your principles

Reading time: 5 minutes Responsible investing is on the rise. According to the Responsible Investment Benchmark Report 2018 Australia, more than half of all professionally managed assets in Australia fall under a responsible investment umbrella. In years gone by, conventional wisdom was that acting in accordance with ethical principles involved a trade-off against portfolio returns.

Read more