Insights | Page 3 of 71 | BetaShares
Commodities and conflicts

Commodities: Does the Russia/Ukraine conflict reinforce the bull case?

Reading time: 4 minutes
History tells us that geopolitics rarely matters for markets, except when it does, and then it’s the only thing that matters. Recent announcements from Western officials were significant and historic, and countered the prevailing belief among analysts that the West wouldn’t risk short-term economic pain in order to damage the Russian war effort.

Read more

Market trends: March 2022

Market Trends: March 2022

Key global market moves – war and rates hurt sentiment
Global equity prices weakened a further 1.1% in February after a sharp 6.2% decline in January, as persistent global interest rate and inflation worries were joined by a new risk factor – Russia’s assault on Ukraine – that further undermined investor sentiment.

Read more

The E-commerce revolution: investing in the online retailing boom

The E-commerce revolution: investing in the online retailing boom

Reading time: 3 minutes
Already growing in importance prior to the COVID-19 pandemic, the forced lockdown of millions across the world in the past two years has rapidly introduced many more to the convenience, value and choice available through online shopping. As a result, what was a strong trend prior to COVID-19 has accelerated,

Read more

Play the game

Play the game: investing in the dynamic video gaming and esports industry

Reading time: 3 minutes
The video gaming industry of today bears little resemblance to the industry of years gone by, when teenagers saved their cash to buy a cartridge of their favourite game at Walmart.
There are now around 3 billion gamers globally, of whom a full 2.5 billion play on their mobile devices1,

Read more

Market Trends: February 2022

Market Trends: February 2022

Key global market moves – rate fears rattle stocks
Global equities suffered a sharp fall in January as rising bond yields placed downward pressure on price-to-earnings valuations, especially among growth stocks.
The yield on U.S. 10-year bonds surged 0.27 percentage points to 1.78%, as high U.S. inflation reports and hawkish commentary from U.S.

Read more