What’s noise and what’s real?
Commentary from the Betashares portfolio management desk by Head of Fixed Income Chamath De Silva, providing an overview of bond markets: Despite a torrent of headlines, the main thing to watch remains the US labour market, which continues to soften The RBA’s surprise decision to keep the cash rate on hold only delays the inevitable? Chinese long-term bond yields retesting…
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The little-known link between silver and...
Silver just broke out to a 13-year high. Many now want to invest in silver stocks. But there are few to choose from. Here’s a better way… Gold has delivered stellar performance in the last ten years. It tripled during this period, and more than doubled in the last five. It’s also been getting a lot of media coverage in…
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How Australian quality investing performed in...
Betashares Australian Quality ETF (ASX: AQLT) had another strong financial year outperforming the benchmark S&P/ASX 200 by 6.2%, improving the funds average since inception outperformance to 4.2% p.a., AQLT’s inception date was 4 April 2022. Like we did last year, we wanted to take the opportunity to analyse AQLT’s performance as the financial year lines up closely with AQLT’s annual…
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ASX Copper Tier List: Part 2...
A proposed 50% tariff on copper imports triggered the metal’s biggest overnight surge in months earlier this year, with spot prices smashing through the critical $US5.50/lb barrier and setting pure-play copper companies up for potentially massive windfalls. To grasp the market’s reaction, it helps to consider copper’s vital role in everyday life. From the wiring behind every power outlet in…
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How to play the commodity cycle
If you’re keen to explore merger and acquisition opportunities, I suggest focusing on one commodity, in particular. It just seems the highest probability thematic currently. Yesterday we touched on the notion that commodity producers can generate huge cash flow when prices are high. Right now, that’s happening in the gold sector. Case in point is Genesis Minerals ($GMD). They released…
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Crying wolf? | Betashares
If you’d like to listen to this week’s Bass Bites, click on the player below: Global week in review Global stocks edged lower last week as concerns around US President Trump’s tariff strategy returned. Tariffs are back Global equities tried hard last week to ignore the flurry of tariff announcements from US President Donald Trump. Trump announced a 50% tariff…
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Rise and Shine: Everything you need...
Everything you need to know before the ASX opens. Pic: Getty Images. Good morning everyone and welcome to Rise and Shine on Monday, July 21, 2025. Here’s what you should know before the ASX opens today… At 7am AEST on Monday, ASX futures were down 0.4%, pointing to a weak start for the week. Here’s what went down last Friday.…
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Trade Squashing – Fat Tail Daily
Now we’re going in the other direction…squeezing off trade as if we were kinking a garden hose. And for reasons that often have little to do with trade itself. The headline news this morning. Bloomberg: Trump eyes tariffs of 10% to 15% for 150 countries Over many centuries people learned to trade with one another, peacefully, to get what they…
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How climate leadership is shifting from...
Global leadership in the race to combat climate change is undergoing a quiet but profound reordering. Asia, led by China and India, is fast emerging as the global leader in climate action, far ahead of the West. This is particularly the case when evaluating key measures of clean energy progress. While Western economies initially set the trend for clean energy…
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Hot Money Monday: Proteomics brings science...
Proteomics’ OxiDx spots hidden muscle damage before it breaks horses. Picture via Getty Images New blood test reveals hidden muscle damage in racehorses Proteomics’ OxiDx helps trainers spot injuries early and avoid breakdowns ASX-listed stocks with exposure to the animal sector. In the high-octane world of thoroughbred racing, muscle is money. Every gallop, every second shaved off the clock…
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