BetaShares

In meeting with clients over recent months, one of the common questions I’ve been asked has concerned the potential “income shock” to be faced by households given the apparently large number of interest-only mortgage loans that may need to be reset into principal and interest loans over coming years. This... Show More

BetaShares

It was another positive week for global stocks underpinned by strong US earnings and benign US wages that together again more than outweighed any concerns arising from US-China trade tensions. According to FactSet, a record high 80% of the 80% of S&P 500 companies that have reported Q2 earnings so... Show More

BetaShares

Global markets enjoyed another “risk on” week thanks to still broadly encouraging US earnings reports and a thawing in US-EU trade tensions. Show More

BetaShares

It was a broadly flat week for global equities with an upbeat start to the Q2 US earnings reporting season helping offset wobbles caused by US President Trump’s latest rants. The biggest market move was oil, which dropped due to global trade tensions and rising supply from Saudi Arabia. Show More

BetaShares

Working for an ETF fund manager, investors and financial advisers simply presume that I’ll always favour a simple passive index-tracking ETF. Make no mistake, whilst I may think that indexing is the way to go most of the time because of the obvious benefits of instant diversification, lower costs, and... Show More

BetaShares

Global markets remained cautious for much of last week ahead of the Trump Administration’s Friday deadline to impose a 25% tariff on $US34 billion worth of select Chinese imports. The tariffs duly went into effect and China, as promised, vowed speedy retaliation – without specifying specific measures as yet. As... Show More

BetaShares

Trade jitters were the major concern affecting global markets last week, which contributed to lower global equities, bond yields and the $US. Fears that Trump was about to impose new restrictions on Chinese investment in tech companies jolted sentiment, though the Administration backpedalled a day later and agreed to adopt... Show More

BetaShares

If you already own Hybrids you’ll be familiar with some of their benefits: attractive yields, access to franking credits and lower volatility relative to equities. However, as terms and conditions differ from security to security, Hybrids can be a complex and admin intensive asset class for investors. Show More

BetaShares

As global sharemarkets recovered, the Australian exchange traded fund industry continued its growth trajectory finishing the month with $21.3 billion in funds under management – this 3% increase for the month represented total growth of $685 million. Show More

BetaShares

With the price of oil below $40, some investors might think now is a good time to invest into an oil exposure and then sit and wait for the price of oil to eventually rebound. However, investing in oil isn’t that simple. Read more about the ‘ins and outs’ of... Show More

BetaShares

A lot of Australians need to get out more! Generally, allocations to international equities are very light for most investors, even though Australia represents less than 2% of global market cap. With this in mind, a lot of investors still prefer the comfort of investing in locally listed vehicles. The... Show More

BetaShares

The holiday is definitely over! The markets have experienced a horror start to 2016. While losses were sustained across global share markets, it was an opportunity for the exchange traded fund industry to display its resilience amongst the turmoil. The industry recorded a contrary position to the overall market and... Show More

BetaShares

The exchange traded fund industry came of age during 2015, with continued investor adoption resulting in a number of records broken for funds under management, net inflows, trading activity and number of products launched. The industry recorded its highest ever annual growth in 2015, with funds under management increasing $6.4... Show More