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