Insights | Page 2 of 51 | BetaShares
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, while growing talk of lower local

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Quality pays in late cycle

Why quality pays in late-cycle periods

Reading time: 3 minutes History suggests that so-called “quality” companies, i.e. those with a high return on equity (or “ROE”), tend to be able to produce market-beating shareholder returns over time.  As this note details, moreover, quality companies have tended to especially outperform in “late-cycle” market periods, as investors have tended to gravitate toward companies

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global etf review 2018

Global ETF Review 2018: Insights into a multi-trillion dollar industry

Quick read – Summary: We launched the first edition of the quarterly BetaShares Global ETF Review – analysing the key trends & developments in the industry outside Australia. The global ETF industry ended 2018 at US$4.8 trillion in assets under management (AuM), posting a robust annual growth rate of 20% since 2005. In the US in 2018,  passive funds

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currency 640x360

Currency Matters

Reading time: 3 min Currency, for most investors, has always been a topic that causes consternation. While many investors recognise the diversification value that international investments can bring, the fact that, by definition, such investments bring with them currency considerations adds an additional element to the decision. There is no doubt that managing the currency

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Market Trends: February 2019

Major Asset Classes – global equities storm back Global equities returned a strong 7.3% in local currency terms during January, unwinding their 7.2% slump in December.  The return in $A terms, however, was a more muted 4.5% reflecting a rebound in the Australian dollar over the month. Several factors supported the equity rebound, though the

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