Among the suite of exchange traded products we have launched, one of the most unique to the Australian market place is the Australian Equities Bear Hedge Fund (ASX: BEAR). This post explains the Fund’s investment strategy and examines the extent to which its performance to date has lived up to its promise. It then considers
For the first time in its history, the Australian exchange traded fund industry increased in size by $1 billion in a single month, reaching a new record high of $16.8 billion in funds under management (FUM). Highlights of the BetaShares Australian ETF Review – February 2015 are detailed below:
Please find attached the latest BetaShares Global Market Review. Lower interest rates and better-than-feared resource sector earnings results helped push Australian equities up strongly last month. Indeed, Australian equities was the strongest performing asset class in February, rising in price terms by 6.1%. To read the full report please click here
One of the many benefits of ETFs for investors is their tradability. Unlike traditional funds, ETFs can be bought and sold at any time through the Australian Securities Exchange just like an ordinary share. But since ETFs trade like shares, investors may mistakenly attempt to evaluate their liquidity in the same way they might for
The much hoped-for “green shoots” arising from post-GFC economic stimulus are blossoming in key markets, and present some attractive opportunities for Australian investors. The US economy, in particular, is expected to continue to improve. According to the latest forecasts from the International Monetary Fund, the US economy will grow by an above-trend 3.6% this year,
The sharp decline in oil prices in recent months has been a major surprise for financial markets, with some suggesting it reflects speculation run wild. This note suggests the contrary – and that the decline in prices clearly reflects the development of a short-term fundamental imbalance between supply and demand – and consequent run up
Please find attached the latest Global Market Review. It shows that among major asset classes, property remains the star performer, helped by the “chase for yield” among investors. As you’ll see, this is a shortened version of the usual report. The more detailed report – including valuations and earnings trends – will now be produced quarterly.
Despite the surprise decision by the Bank of Canada to cut interest rates this week, the case for a corresponding Reserve Bank of Australia interest rate cut at its next policy meeting on Tuesday, February 3 is not especially strong. Our view is based on several factors – the most important of which is that
Welcome 2015! In our first post for the year we present our monthly Global Market Review, including a look at what we might be in for in the coming year. The highlight for December 2014 was most certainly the stunning collapse in oil prices. This was associated with further weakness in the A$. On a
In a hallmark year, the Australian exchange traded fund (ETF) market saw a number of key metrics reach record levels in 2014. The industry recorded its highest ever annual growth in 2014, with funds under management increasing by $5 billion (up 50% on 2013) to end the year at a new record high of $15 billion.