Resources

Web_Article_Version_2022_Investment_Trends_Article_a78b88f0ce.png
With interest rates set to rise this year, investors are steeling themselves for an overdue bear market. Threatened with higher discount rates as inflation rises, investors are wondering if they should reposition their portfolios this year. Semiconductors Have Outperformed Source: S&P Global. Three-year price return data as of 7 February. Semiconductors could continue providing above-average earnings growth thanks to supportive megatrends, especially the electronification of transport. At the time of writing, semiconductor valuations are in line with market averages. Meaning they are currently offering above-average earnings growth for an average price. ...
monitor-default-image.png
This week's highlights Market sentiment continues to be directed by central bank rhetoric. Volatility spiked again last week as some mega-caps saw large price moves and oil climbed higher. Cosmos Global Digital Miners ETF (DIGA) and BetaShares Crypto Innovators ETF (CRYP) were the top performers for the week. The worst performers were ETFS Physical Palladium (ETPMPD) and BetaShares Global Government Bond 20+ Year ETF (GGOV). Market inflows remained positive at A$28m. This consisted of A$598m of outflows and A$626m of inflows. The best inflows were in broad based domestic equity iShares S&P/ASX 200 ETF (IOZ) and the biggest outflows were in BetaShares Australian High Interest Cash ETF (AAA). ETFS S&P Biotech ETF (CURE) returned 1.4% for the week. CURE offers investors exposure to U.S. healthcare biotechnology companies. These companies are engaged in the research, development and manufacturing of products based on genetic analysis and genetic engineering. Examples include the development of immunotherapy treatments and vaccines to treat human diseases. Although CURE’s performance is down 16.3% YTD, this may represent a buying opportunity for those able to hold in the long term. ...