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Global ETFs Strategy factoring in alternative market exposures
EquitiesETF, LIC & LITs
31 March 2020

Global ETFs

The world is experiencing an unprecedented systematic shutdown of borders and businesses, suppressing the outlook of future economic global growth. We explore some factor-based ETFs aimed at providing a defensive tilt to long global equities.
20 March 2020

Bank Note$

The majority of the banks had a good reporting season in the period ended 31 December 2019. However, all this is now history and what lies ahead in the next 12-24 months will be of more concern as there appears to be no escaping COVID-19 for now.
12 March 2020

Bank Note$

Following the RBA’s decision to lower the cash rate by 25bp to 0.50%, we have decided to rebase sector earnings expectations. This is in anticipation of slowing home and business lending growth and another 25bp rate cut linked to COVID-19.