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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

Retirement

Uncomfortable truths: The real cost of living in retirement

How useful are the retirement savings and spending targets put out by various groups such as ASFA? Not very, and it's reducing the ability of ordinary retirees to fully understand their retirement income options.

Shares

On the virtue of owning wonderful businesses like CBA

The US market has pummelled Australia's over the past 16 years and for good reason: it has some incredible businesses. Australia does too, but if you want to enjoy US-type returns, you need to know where to look.

Investment strategies

Why bank hybrids are being priced at a premium

As long as the banks have no desire to pay up for term deposit funding - which looks likely for a while yet - investors will continue to pay a premium for the higher yielding, but riskier hybrid instrument.

Investment strategies

The Magnificent Seven's dominance poses ever-growing risks

The rise of the Magnificent Seven and their large weighting in US indices has led to debate about concentration risk in markets. Whatever your view, the crowding into these stocks poses several challenges for global investors.

Strategy

Wealth is more than a number

Money can bolster our joy in real ways. However, if we relentlessly chase wealth at the expense of other facets of well-being, history and science both teach us that it will lead to a hollowing out of life.

The copper bull market may have years to run

The copper market is barrelling towards a significant deficit and price surge over the next few decades that investors should not discount when looking at the potential for artificial intelligence and renewable energy.

Property

Global REITs are on sale

Global REITs have been out of favour for some time. While office remains a concern, the rest of the sector is in good shape and offers compelling value, with many REITs trading below underlying asset replacement costs.

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