DRUG – 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.
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Bell 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.
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ETFs: 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.
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Quality 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.
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Asian 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.
Read MoreBell Potter March ETF Report – A Slippery Slope
Understanding an ETF’s strategy is critical. For many ETFs this means understanding the index that the ETF seeks to track.
Read MoreGlobal ETFs – Factoring In Alternative Market Exposures
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 MoreBell Potter: Watch Out For Widening Spreads, February ETF Flows & Performance
The 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.
Read MoreInvesting For Income In The Current Decade
Analysts at Russell Investments take a closer look at the current investment landscape and offer a simple solution for investors looking for yield.
Read MoreBell Potter: January ETF Flows & Performance
Passive 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.
Read MoreLow Carbon Investing Without Compromising Returns
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.
Read MoreMagellan (ASX:MICH) – The Yield Opportunity With Infrastructure Stocks
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.
Read MoreRussell Investments High Dividend Australian Shares ETF (RDV) – Finding Consistent Dividends Through Reporting Season
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).
Read MoreMagellan (ASX:MICH) Discusses How Natural Disasters Impact Infrastructure Stocks
Gerald Stack, Magellan’s Head of Infrastructure explains how infrastructure stocks can maintain their defensive qualities by managing the impact of natural disasters.
Read MoreWhat Is A Listed Investment Trust?
Emma Kirk, Key Account Manager – Listed Funds with Magellan Asset Management, explains the ins and outs of LITs.
Read MoreBell Potter: October ETF Flows & Performance
William Gormly digs through the October ETF performance which saw VanEck Vectors Australian Banks ETF (MVB) produce the lowest return amongst the domestic mandated ETFs.
Read MoreQ3 Gold ETF Inflows Offset Weaker Demand Elsewhere
A surge in investment in gold-backed ETFs offset a decline in purchases of jewellery, bars, and coins to push global gold demand slightly higher in the third quarter, according to the World Gold Council’s latest quarterly demand report.
Read MoreBell Potter: Managing Risk, September ETF Flows & Performance
William Gormly digs through the September ETF flows and explains why employing a strategic asset allocation (SAA) can minimise the overall level of portfolio risk for a given level of return.
Read MoreBell Potter: ETF FUM Continues To Reach New Heights
Global equity ETFs continue to have provided relatively consistent positive net flows each of the past 12 months. Domestic equity has been more volatile over the last 12 months.
Read MoreUnderstanding Silver Demand Dynamics
Silver has become increasingly interesting to many investors. Not only does it exhibit similar properties to it more popular brother, gold, but it also has a much wider application in industry which gold doesn’t have.
Read MoreActive ETFs And Passive ETFs – What’s The Difference?
Structurally, Passive Exchange Traded Funds and Active Exchange Traded Funds are similar, but they also have some differences that are important for investors to understand.
Read MoreThe Changing Face Of India: The Next Big Investment Destination
Australian investors now have the opportunity to access the vibrant and rapidly growing Indian economy with the launch of the first exchange-traded fund offering exposure to Indian stocks.
Read More$US Exposure Can Now Be Gained Via An ETF
ETF Securities’ ZUSD ETF offers investor a cheap and effective US Dollar currency play. ETFS’ Head of Sales, Kanish Chugh, tells Informed Investor more.
Read MoreEurope Stacks Up Despite Brexit
With the US economy looking increasingly vulnerable to a slowdown, it might be time to refocus your sights on Europe – 20% of the world’s GDP.
Read MoreNew Data Shows Push Toward Passive Funds
Investors have voted with their wallets and given a big thumbs up to low-cost passive investment funds and a big negative to active investors after the miserable performances seen in 2018 – especially the final quarter.
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