This blog was updated in February 2019. With the longest bull market run in history maturing, it may be time to start thinking about strategies and solutions that offer protection from volatility and falling markets. A number of commentators and investment market analysts now believe that after significant market rises in 2017 and a mixed
We are pleased to be involved with the Australian Shareholders’ Association (ASA) upcoming series of events: ‘Building a well-balanced portfolio – The role of Exchange Traded Funds’. These events will take place across 4 cities during March, including: MELBOURNE Fri 15 March 2019 at the Melbourne Convention & Exhibition Centre BRISBANE
Shaken, not stirred! Despite dramatic sharemarket volatility throughout 2018, the Global ETF industry recorded significant growth over the year, reaching its 2nd highest level of net inflows ($US516B) and maintaining the positive growth trend. The Australian ETF industry ended the year with funds under management (FuM) of ~$41B – just shy of the record $42B, achieved in September.
As a high growth sector with strong exposure to Asian markets, it’s no surprise that global robotics companies suffered a setback with the downturn in global equity markets in 2018. That said, given the strong longer-term outlook for robotics remains generally undiminished, the recent pull back in prices has improved valuations and may provide investors
The current equity market slump, including ‘Shocktober”, has once again shown the value that bonds can play in investors’ portfolios in terms of offering some downside protection. While this may be obvious to some, what is perhaps less obvious is that compared to the traditional benchmark bond indices which are generally heavily weighted to low-yielding
This week we sent out to the media our annual ETF predictions for the year ahead after another fascinating year in the industry. At a high level, Australia’s ETF industry is predicted to continue its rapid growth trajectory in 2019, driven by investor demand, product innovation and the evolving requirements of advice models used by
The BetaShares Weekly Newsletter will be taking a short break during the holiday season but will return in early 2019.
Industry ekes out gains in another tough month in equities Notwithstanding continued market volatility and sharemarket declines, the ETF industry returned to its growth trajectory after last month’s declines, ending the month at $41.1B in assets. The industry’s total market cap grew by 0.8% (+$320m), which was entirely driven by net inflows rather than asset
After having once worried about rising interest rates due to a strong US economy, global investors are now fearing that the economy is slowing too quickly – as apparently evident from an “inversion” of the US yield curve at some maturities. This note suggests, however, that even were the yield curve hinting at a slowdown
It stands to reason that so-called ‘quality companies’, i.e. those with high return on equity (or “ROE”), tend to be able to produce good shareholder returns over time. After all, if a company can generate high profits relative to its invested equity, it is likely to be well positioned to provide attractive investor returns over