Insights | Page 5 of 51 | BetaShares

Shelter from the storm: the performance of corporate bonds & hybrids during the equity sell-off

The recent decline in equity prices has once again highlighted the importance of asset allocation and portfolio diversification.  As will be demonstrated in this note, although corporate bonds and hybrid securities have some exposure to credit risk, their valuations have held up relatively well during the recent period of equity market turmoil. This highlights their

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How to get income and global diversification in one trade

Many investors are aware of the benefits of international diversification.  Unfortunately, adding global equity exposure to your portfolio also usually involve an income sacrifice, as dividend yields internationally generally tend to be lower than in Australia.  As this note will demonstrate, however, it’s now possible to have your income and international diversification too, thanks to

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Sharemarket exposure with reduced risk – is it time to consider managed-risk investments?

In light of fairly significant sharemarket falls in recent weeks we’ve heard plenty of our clients query where the opportunities for portfolio construction may lie in asset classes other than equities or otherwise discuss potentially overlooked equity exposures. It seems that a number of our clients are adjusting their portfolios to more of a ‘risk-off’

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The Great Rotation: is it time to consider Value?

The recent pull back in global equity markets has tended to fall most heavily on growth orientated stocks, which have also run the hardest in recent years.  Given the maturing global equity bull market, this suggests it might be opportune to consider a tilt towards more value orientated stocks, as is possible through fundamentally-weighted indexing

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ETF Review

ETF > LIC! BetaShares Australian ETF Review – September 2018

ETF industry now larger than 80+ year old LIC market The Australian ETF industry passed another milestone in September, becoming the most popular structure for ASX-traded managed investments with total funds under management in ASX-traded ETFs exceeding the significantly more established Listed Investment Company (LIC) market.  Read on for details of the month in ETFs.

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Will rising rates kill the bull market?

Will rising rates kill the bull market?

The recent surge in US bonds yields has caught the attention of investors worldwide and forced a re-think over the equity outlook.  This note suggests, however, that higher rates need not kill the bull market anytime soon, provided corporate earnings remain upbeat and inflation contained. Market comes around to the Fed’s thinking As evident in

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Market Trends Report October 2018

Market Trends: October 2018 Update

Reasonable valuations and good earnings outlook should assist global equities in the face of higher rates. While technology remains dominant in global markets, Japanese equities enjoyed a standout performance in September.  Australian equities eased back during the month, even though forward earnings ticked a little higher – as a lift in bond yields helped push

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