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.
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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.
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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.
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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?
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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.
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Alistair Mills from BetaShares gives some thoughts on how to potentially turn risks into opportunities using ETFs.
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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.
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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.
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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.
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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?
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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.
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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.
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A well-diversified portfolio can assist with reducing volatility and enhancing performance returns.
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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.
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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.
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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.
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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.
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Trying to pick the winner of the COVID-19 vaccine race is as difficult as picking a winner during the spring carnival.
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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 MoreFactors 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.
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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.
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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.
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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.
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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.
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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.
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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.
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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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Understanding an ETF’s strategy is critical. For many ETFs this means understanding the index that the ETF seeks to track.
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Smart Beta ETFs can help gain a tilted exposure to the global equity market. Whilst traditional ETFs track a market-cap weighted index, a factor-based ETF applies a rules-based investing approach.
Read MoreThe ASX ETF market cap decreased by $2.1bn in February, down to $63.6bn. The reduction was due to decreasing assets prices as the sector still experienced net inflows of $1.5bn.
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Analysts at Russell Investments take a closer look at the current investment landscape and offer a simple solution for investors looking for yield.
Read MorePassive ETFs have grown over the past 12 months to a FUM greater than $48bn and this style of ETFs continue to see the greatest net inflows each month.
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Investing in RARI will not impact climate change, but it will provide investors with a diversified portfolio of Australian shares with materially lower exposure to the risks from carbon emissions and reserves.
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Gerald Stack, Portfolio Manager of the Magellan Infrastructure Fund, Currency Hedged (ASX code: MICH), discusses the yield opportunities presently on offer in the Infrastructure sector.
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Reporting season for Australian companies is around the corner and following that is the reconstitution of RDV’s holdings. RDV’s underlying index is reconstituted twice a year in March and September. This timeline allows consensus forecasts (which feed into the underlying methodology) to be updated after companies report on earnings in February (half-year) and August (full-year).
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Gerald Stack, Magellan’s Head of Infrastructure explains how infrastructure stocks can maintain their defensive qualities by managing the impact of natural disasters.
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