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Betashares Capital

Australian ETF Review: June 2019 half-year

The first six months of 2019 saw records broken in the ETF industry, which broke the $50 billion milestone while new product development continued. For the first time ever, fixed interest had the highest inflows.

BetaShares Australian ETF Review – May 2019

The Australian ETF industry hit a new record of $48.7 billion in funds in May, and has now piled on over $10 billion in the last 12 months. Aussie shares and bonds were popular, with both categories receiving ~$250 million. Find out what the best-performing funds were and which products are attracting the highest inflows.

Global ETF Review Quarter 1, 2019

The first quarter of 2019 saw investors continue to preference investing via the ETF structure compared to traditional mutual funds, which continued to sustain net outflows.

Tactical asset allocation

While many investors focus their attention on selecting individual stocks, at least 80% of a portfolio’s return comes from asset allocation between different asset classes.

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Investment strategies

High quality businesses are on sale

Beneath the dominance of the ASX's largest stocks, much of the market has been left behind. High-quality companies are now trading at levels rarely seen, offering opportunities for investors willing to look deeper.

Investment strategies

The whirlwind is upon us

Something unusual is happening in markets. The winners are pulling further ahead at an extraordinary pace. As return dispersion hits extreme levels, volatility is rising and the investing landscape is becoming harder to navigate.

Strategy

Inequality destabilises economies

Extreme wealth concentration is no longer just a side effect of growth. As inequality deepens, its consequences are shifting from a social concern to a broader threat to economic stability and democratic resilience.

Investment strategies

Have AI’s four horsemen arrived?

AI exuberance is colliding with economic reality. Cracks are emerging as spending surges, ROI remains uncertain and enterprise behaviour shifts. The next phase may look less like an expansion and more like a reckoning.

Taxation

Budget tax changes only scratch the surface. Here are 4 reforms Australia needs next

The 2026 budget has reignited Australia’s tax reform debate, but more work remains. Beneath the surface lies a harder question: what structural reforms are needed to make the country's tax system fit for the future?

Taxation

Negative gearing: quarantined, not killed

The Budget's negative gearing changes defer deductions rather than deny them, yet a worked example shows quarantining can halve the tax benefit's present value for buyers of established dwellings.

Investment strategies

Family offices have quietly taken over Australian private capital

In just four years, Australia's private capital landscape has transformed. We are seeing changes across who deploys capital, how deals are structured and why new platforms and investor pathways are rapidly emerging.

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