Should Donald Trump invest in an Ethical ETF?

Last week Donald Trump announced that the United States will withdraw from the 2015 Paris Climate Accord, much to the delight of climate change deniers and despite wide condemnation from the rest of the world. Clearly, Trump Digs Coal. He also loves Oil. Earlier this year we announced the launch of the BetaShares Global Sustainability Leaders ETF (ASX: ETHI). At

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Geographic lending restrictions could provide scope for lower interest rates

Contrary to the hopes of both the Reserve Bank of Australia and the Federal Treasury, economic growth is off to a bad start in 2017 so far.  Importantly, however, the recent Federal Budget included new powers for the Australian Prudential Regulation Authority to impose geographic-based lending restrictions.  If used, these new restrictions could allow scope

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NASDAQ in focus: the age of Amazon

“I really underestimated the brilliance of the execution” – Warren Buffet on Amazon at 2017 Berkshire Hathaway AGM Amazon went public 20 years ago at just $18 a share. In that time the company has transformed from a $400 million dollar online bookstore into a $450 billion dollar e-commerce behemoth. Name a consumer good and

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Move over Macron: Italy could boost European stocks and sink the Euro

Despite the election of political centrist Emanuel Macron as French President, European investors would be wrong to conclude that threats to the sustainability of the Euro have now passed.  Indeed, a major new threat looms on the horizon – Italian elections.  Along with the prospect of higher US interest rates, this threat suggests the Euro

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Bond markets await central bank rationality

One of the more remarkable features of global financial markets in 2017 so far has been the failure of long-term bond yields to rise all that much, even though global growth and equity markets have improved.  This appears to largely reflect market confidence that central banks will retain extraordinary monetary stimulus, even in the face

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Australian ETF Review – April 2017

New products, record FuM. The Australian ETF industry recorded another strong month of growth, with total industry FuM at the end of April hitting a new high of $28.3B.  Growth was relatively evenly split between new inflows (representing 43% or ~$400m) and market value appreciation. Flows were a mirror of last month, with largest inflows into

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