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BetaShares Capital

Why SMSFs are making changes to asset allocation splits

While the traditional 70/30 asset allocation split may have served retirees, and those still working, well for some time, today’s environment may require a change in strategy. Here are some tips on tapping into growth and reviewing core exposures.

Millennial investment trends confirm ETF move

Research by BetaShares shows the groundswell of millennial investors is here to stay, with those under the age of 40 accounting for around two thirds of new ETF investors in 2020.

Australian ETF Review – December 2020 and year-end

2020 was a standout year globally for ETFs, with the pandemic causing investors to turn to the liquidity and accessibility of ETFs in their droves in incredible volatile conditions.

November 2020 was an historic month for ETFs

November 2020 was an exceptional month for ETF records, with new highs for total size, monthly growth and largest net flows. With over 250 listed products available, ETFs are well established among investor choices.

BetaShares’ Top 3 global tactical trades using ETFS

Chief Economist, David Bassanese, outlines what he considers to be three alternative global investment opportunities and how to access some of the 98% of investment opportunities that are outside of Australia.

BetaShares Australian ETF Review – August 2020

The Australian ETF industry has extended its strong growth run, exceeding the $70 billion milestone for the first time. This latest review examines the relative growth of ETFs versus the long-established LIC industry.

Latest Updates

Investing

Creating a bulletproof investment portfolio

Is it possible to build a portfolio that performs well in any economic environment? So-called 'All Weather' portfolios have become more prominent of late, and this looks at what these portfolios are and their pros and cons.

Investment strategies

Last call on bank hybrids

APRA has released a plan to phase out bank hybrid securities and replace them with capital it regards as cheaper and safer. The transition will impact hybrid markets, funding spreads, and investor strategies.

Economics

Reality bites

Asset pricing remains buoyant and equity markets continue to chase financial assets over real ones. As the gap between ‘growth’ stocks and the rest widens further, investors need to decide which side to jump.

Property

Australia's house price league table

Sydney continues to have the most expensive median dwelling value, but the gap between it and the likes of Brisbane and Perth has narrowed. Melbourne's housing values are now the sixth lowest across the eight capital cities.

Shares

Key themes from reporting season, and what's next

Earnings season displayed green shoots in consumer spending, signs of China's economic malaise, and higher interest rates having a very different impact across companies. Here are the winners and losers.

Investment strategies

An important Foxtel announcement...

News Corp's plans to sell Foxtel are surprising in that streaming assets Kayo, Binge and Hubbl look likely to go with it. This and recent events in the US show the bind that legacy TV businesses find themselves in.

How a fund manager is using AI to get an edge

Artificial intelligence is taking the world by storm and the investment industry is still coming to terms with its immense capabilities. Here is how one fund manager is using AI to stay ahead of its competitors.

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