Portfolio Insights Archives - BetaShares
No cash accepted: investing in the digital payments revolution

No cash accepted: investing in the digital payments revolution

Reading time: 3 minutes
Thanks to improvements in smartphones, mobile networks and payments technology, the traditional bank-centric payments system – based around cash and plastic credit cards – is increasingly being disrupted by faster, cheaper and often more secure mobile-based systems.
Across emerging markets, and among the young within developed markets especially,

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Investing in Europe – new opportunities in the old world

Investing in Europe – new opportunities in the old world

Reading time: 3 minutes
When thinking of continental Europe, images of a slow-moving, conflict-torn bloc may emerge, and investors may look elsewhere for growth opportunities. However, with the hangover of Brexit beginning to fade, a change of government in Germany and leadership on the global green agenda,

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Indian stocks make their move

Indian stocks make their move

Despite India’s economy being relatively hard hit by COVID-19 over the past year, its stock market has been among the strongest performers. Helping underpin the Indian market outlook has been continued strong growth in the economy and corporate earnings. Indian companies that score highly on ‘quality’ metrics such as return on equity have also continued to demonstrate their relatively good performance within the Indian market.

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Quality Performance Without the Price Tag

Quality performance without the price tag

Reading time: 2 minutes
Over the long term, ‘high-quality’ companies have tended to outperform the more cyclically exposed areas of the market as investors have searched for companies with lower debt, more consistent earnings and stronger profitability, offering dependable, secular growth in a low-growth world.
This is visible when comparing historical returns of an index of high-quality global companies to the broad global market over the past decade.

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A deep dive into the BetaShares Asia Technology Tigers ETF (ASIA)

Will China kill its golden geese? A deep dive into the BetaShares Asia Technology Tigers ETF (ASIA)

The Asian technology sector has suffered a pullback in recent months, even as global equity markets – and the global tech sector in particular – have continued to power ahead. This suggests the pullback largely reflects regional factors – namely the tightening of regulatory scrutiny by Chinese authorities of its major technology companies.

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The naked truth – returns stripped back

The naked truth – returns stripped back

Reading time: 3 minutes
Looking at headline returns is a great way to quickly ascertain how much your portfolio has increased or decreased in a certain timeframe, but it tells us little in terms of how much risk has been attached to the investment, and how much of the return can be explained by movement in the wider market.

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