Bad News is Good
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreEtfs
Factoring in Factors to Your Investing
Factor investing is an investment approach that involves targeting specific drivers of return across asset classes. Isaak Walkom from BetaShares explains more on the concept.
Read MoreFinding the Pawns that Will Become Queens
Every large company was once a small company. The hard part is to identify those small companies that will grow to be large ones. Cameron McCormack from VanEck Investments has some insights how to do so.
Read MoreFive Lessons on Gold from the Pandemic
Kanish Chugh from ETF Securities runs through 5 things the past 12 months and the pandemic in particular have taught us about gold.
Read MoreValue or growth? Why not both?
In the vast universe of investment approaches, perhaps the largest divide is between growth investors and value investors. But why not be both, asks Adam O’Connor from BetaShares.
Read MoreIndex Methodology Explained
As indexing strategies continue to gain significant inflows from all types of investors, the scrutiny of the methodologies underlying indices (and ETFs that aim to track them) has intensified considerably.
Read MoreWhy Active ETFs Continue to Shine
Exchange Traded Funds (ETFs) have been around for over 25 years and have been met with extraordinary demand. But what are Active ETFs? Alva Devoy from Fidelity has the answer.
Read MoreThe Next Golden Opportunity
Gold stocks have underperformed other asset classes since the start of the year, weighed down by elevated US Treasury yields and a stronger dollar. VanEck Investments with more.
Read MoreDon’t Overpay for Value
There are a few methods savvy investors utilise to avoid ‘value traps’. Cameron McCormack from VanEck Investments explains what they are.
Read MoreWhat Drives Relative Australian vs. Global Equity Performance?
A key driver of relative performance between Australian and global equity markets has been relative global sector performance: in particular, the performance of technology versus mining stocks.
Read More3 Ways to ‘Stay Invested’ in 2021
Are there strategies an investor can take advantage of when certain sector valuations come into question? BetaShares’ Alex Holmes offers three ways of doing so.
Read MoreBell Potter ETF Monitor: Style Trends from 2020 and Beyond
2020 has reminded investors of the need to remain vigilant in an environment of insurmountable data. Global uncertainties, tensions and sentiment can be hard to navigate on a day-to-day basis when this media is so readily accessible. The requirement remains however, the ability to discern what is materially relevant from those data points that are unseeingly obsolete. This landscape has seen the introduction of many active and smart beta style ETFs, which attempt to leverage an Investment Manager’s expertise or benefit from a foreseeable growth trend. December saw the launch of three new ETFs from Magellan Asset Management. Delivered at a low cost of 0.50% p.a., the funds provide a unique combination of active portfolio construction and systematic portfolio management (continued in report). The quasi style products may represent a looming convergence of the two with price competition. With passive funds required to indiscriminately buy as the market moves up and sell on the trajectory down, this combination may provide an expert assessment of investments with alpha generation and tailored cost minimisation.
Read MoreProperty vs. Sharemarket: The age-old debate
Whilst interest rates are at record lows and are likely to remain there for several years, should you be taking advantage of the current market environment by investing in property or investing in the sharemarket?
Read MoreDividend Yields Expected to Increase in 2021
2020 will always be remembered as the year of COVID-19 and lockdowns: a rollercoaster ride for anyone monitoring their investments, a nightmare scenario for anyone relying on dividend income.
Read MoreTwo Top Risks for 2021 and ETFs that May Benefit
Alistair Mills from BetaShares gives some thoughts on how to potentially turn risks into opportunities using ETFs.
Read MoreCurrency Hedging – What to Consider
When investors choose to invest internationally, they also need to consider the implications of movements in the Australian dollar relative to the associated foreign currency exposure.
Read MoreU.S. Elections: what does the ‘blue wave’ mean for investors?
by Adam O’Connor
Read MoreThe lesson investors should heed from 2020
Markets have moved with such speed and velocity in both directions since the beginning of the coronavirus outbreak it has been difficult for investors to adjust with so much information and misinformation being circulated.
Read MoreRebounding with the RBA on hold
The recovery in Australia is underway and should continue next year – households have a lot of savings that they can start to draw on as confidence increases. The level of household debt remains a risk, but with interest rates at such low levels, this shouldn’t impede the recovery too much.
Read MoreETFs for Christmas – what could your gift be worth in 5 years?
Buying your kids the new PlayStation 5 for Christmas? If you had invested the cost in ETFs five years ago, what would be the value of your Christmas gift today?
Read MoreDRUG – a helpful prescription?
COVID-19 and its impacts have been felt across the globe, and as we approach year’s end, promising developments in the race for a vaccine dominate the news.
Read MoreBell Potter October ETF Report: Global Investment Styles Post COVID-19
Bell Potter provides a summary of the ETF market in October and highlight both the Vanguard Global Value Equity Active ETF as well as the Montaka Global Extension Fund.
Read MoreCore strength: working the abs of your investment portfolio
A well-diversified portfolio can assist with reducing volatility and enhancing performance returns.
Read MoreDragon Rising
Markets are testing the constitutions of even the most prudent investors, however now may be the time to incorporate some China A-shares exposure into portfolios.
Read MoreGlobal ETF Review Q3 2020
The global ETF industry continued its recovery in Q3 from the market turmoil earlier this year, breaking the US$7T barrier in August before retreating slightly in September as asset values fell.
Read MoreHistory Repeats Itself, As Small Caps Outperform
It pays to be diversified – and 2020 has been no exception. The Australian small cap market offers breadth and opportunity for those investors willing to accept the risk that comes with an investment in a basket of small companies.
Read MoreU.S. election: Three possible scenarios, and ways investors could play them
With the U.S. Presidential election now less than a week away, many investors are currently considering how the potential result could impact their portfolios.
Read MoreBeyond vaccines
Trying to pick the winner of the COVID-19 vaccine race is as difficult as picking a winner during the spring carnival.
Read MoreWhere is the money going?
by Michael Brown
Read MoreETFs: Understanding How Exchange Traded Funds work
Exchange traded funds (ETFs) are a managed investment vehicle that you can use to access a wide variety of investment markets. Many investors use ETFs as a diversification strategy in their portfolios. ETFs allow you to buy a ‘basket’ of shares or other assets to spread your investment risk. Spreading your risk is a fundamental investment risk management strategy.
Read MoreWhen you play the game of thrones …
Which is a better investment, Riverrun or Winterfell?
Read MoreQuality never goes out of style
Factors are identifiable, persistent drivers of risk and return. According to index provider MSCI, there are six main equity style factors: quality, size, value, momentum, dividend yield and volatility. Quality, in particular, has been receiving a lot of attention recently.
Read MoreAussie Tech showing resilience: an update following the Q2 rebalance
On 4 March 2020, we launched the BetaShares S&P/ASX Australian Technology ETF (ASX: ATEC), the first ETF focused on providing access to Australia’s fast-growing technology sector. ATEC offers exposure to a diversified portfolio of dynamic ASX-listed tech players such as Xero, Afterpay, Seek, WiseTech Global and carsales.com.
Read MoreRobotics and A.I. leaders spearheading the battle with COVID-19
by Cameron Gleeson
Read MoreAsian Tech: Tiger Amongst The Bears
As we enter the second half of 2020, it’s clear that the steady sharemarket rise of the last 10 years has ended, and we are in a new time of volatility and uncertainty. Following the historic market sell-off in Q1 and subsequent recovery in Q2, markets have largely laid flat and trended sideways for the past few weeks.
Read MoreESG Investing – Latest Fad Or Here To Stay?
How true to label are ESG investment products and what ‘shade of green’ are they? Russell Investments provides ShareCafe readers with a broad overview of what ESG investing is all about, how it has evolved and offer some guidance on how to navigate the current market.
Read MoreBell Potter June ETF Report: Defending Against Cyber Attacks
Bell Potter analyst William Gormly provides a summary of the ETF market in June and highlights BetaShares Global Cybersecurity ETF which provides exposure to a diversified portfolio of cybersecurity companies in the world.
Read MoreBell Potter May ETF Report – Technology Leads Recovery
Bell Potter analyst William Gormly updates developments in Australia’s ETF market where BetaShares Technology ETF (ATEC) has rallied ~80% in the 3 months since the market bottomed, largely due to Afterpay.
Read MoreLaunch Of Airlie Australian Share Fund Using Next Generation Of Active ETFs
Magellan launches the next generation of Active ETFs, bringing together the features of an unlisted fund and Active ETF into a single unit in a single fund. Provides investors with greater choice and flexibility in how they invest and will deliver efficiencies to fund managers.
Read MoreBell Potter April ETF Report – ETF Trading On The Rise
ETF trading has increased significantly over the past 3 months and active ETFs have experienced an increase in demand in comparison to the more widely used Passive and Smart Beta (factor-based) ETFs.
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