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Smart Beta16 July 2020
China’s silver foxes
Alice Shen, Senior Associate - Investments & Capital Markets
China’s incredible economic transformation is epitomised by the rapid growth in its middle class. By 2030, it is estimated that 58% of Chinese households will be considered “mass affluent” or above. So what does this mean for investors?
Smart Beta07 July 2020
China Moment(um)
by Alice Shen, Senior Associate - Investments & Capital Markets
Read This NowThe Chinese equity market has seen a strong growth coming into July, with CSI 300 Index and FTSE China A50 Index surging by more than 12% in a matter of days, returning to levels last seen in the 2015 bull market.
Smart Beta01 July 2020
Which bank?
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowIt’s likely every Australian share portfolio will hold at least one of Australian bank.
But picking the right bank is difficult.
Smart Beta24 June 2020
The rise of Australia’s technology titans
by Russel Chesler, Head of Investments & Capital Markets
Read This NowTechnology companies are growing in Australia and becoming a larger part of the overall market. Back in 2014 the MVIS Australia Equal Weight Index included only one stock classified as information technology, namely Computershare. As of 22 June 2020 there are now six information technology companies in the Index.
Smart Beta11 June 2020
Read This NowCase study: Using a Quality Factor smart beta ETF
We’ve talked extensively about the rise of smart beta ETFs and the disruption of unlisted actively managed funds. One argument active fund managers put forward to justify their typically higher fees compared to ETFs, is that only they can protect investors in volatile markets.
2020 has given us an ideal environment to test this.