Portfolio Construction Archives - BetaShares
Healthcare - beyond the pandemic

Healthcare – beyond the pandemic

Reading time: 3 minutes
Healthcare stocks understandably have received a lot of attention over the past 18 months.
The arrival of COVID-19 vaccines promised a return to a (more) normal life, and as the vaccine rollout began, companies like Pfizer, Moderna, and AstraZeneca dominated headlines – not just for their success in producing a vaccine,

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Greenwashing - what is it, and how to avoid it

Greenwashing – what it is, and how to avoid it

Reading time: 4 minutes
Ethical investing is no longer a niche area. In the last few years, there has been a significant increase in interest in the space as investors look to drive change with their investment dollars. Total assets under management in sustainable investment funds have doubled over the past four years to around USD 3.6tn1.

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Should SMSFs be reconsidering their asset allocation?

Should SMSFs be reconsidering their asset allocation?

Reading time: 4 minutes
With interest rates expected to stay low over the next few years and bonds delivering negative returns after inflation, traditional asset allocation for retirees may no longer work as well as it has in the past.
While the traditional 70/30 asset allocation split has served retirees,

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Not all indices are created equal

Not all indices are created equal – taking a fundamental approach

Reading time: 2 minutes
Over the past decade, a seismic shift has occurred across the global investment landscape – the shift of assets from active investment managers towards passive, or index, strategies. This shift has been of such magnitude that in the U.S. market the total assets invested in passive strategies eclipsed the total invested with active managers in April 20191.

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Sticker shock! How to position portfolios for a potential breakout in inflation

Sticker shock! How to position portfolios for a potential breakout in inflation

Reading time: 5 minutes
Along with rising commodity prices over recent months, the recent much higher than expected lift in United States consumer prices has heightened global market concern over a potential breakout in inflation. For those investors concerned about such a risk, this note considers some potential ways they can add an ‘inflation hedge’

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Factoring in Factors to your Investing

Factoring in factors to your investing

Reading time: 3 minutes
In the realm of investing, a ‘factor’ can be described as any characteristic that helps explain the long-term risk and return performance of an asset.
Factor investing is an investment approach that involves targeting specific drivers of return across asset classes. There are two main types of factors that have driven asset class returns: macroeconomic factors and style factors.

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Desperately seeking yield in a low-yield world: the case for bank hybrids

Desperately seeking income in a low-yield world: the case for bank hybrids

Reading time: 3 minutes
Hybrid securities have tended to offer attractive franked income returns for usually only moderate levels of capital volatility. As such, and especially in these times of very low cash and fixed-income returns, they offer a potentially useful additional source of income and diversification in many investor portfolios.

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