POWERED BY MOMENTUM MEDIA
Global markets open opportunities for ETFs
Exchange-traded fund (ETF) managers are seeing favourable conditions for global equities, with cheap companies and a strong dollar making for good value.
BlackRock global investment specialist James Holt said the areas of global healthcare, consumer staples and IT companies are offering value for global investors at present.
"China is entering its next stage of development and becoming a more consumer-based economy. As a result, demand for middle-income consumer goods is on the increase," Holt said.
Hold said leading IT brands, which were expensive a decade ago, are now trading at very cheap levels.
As well as IT, healthcare companies are also cheap at the moment, and will only benefit from an ageing population, Hold said.
Meanwhile the global consumer staples sector offers diversification opportunities for Australian investors, as the sector is 30 times larger than Australia's domestic consumer staples sector.
Director of intermediary sales for iShares, Tom Keenan, said that ETFs were one of the most effective ways investors could access international markets, due to their high liquidity, low cost and ability to react to changing market conditions quickly and simply.
AUTHOR
Ashleigh McIntyre
Recommended for you
The lower outlook for inflation has set the stage for another two rate cuts over the first half of 2026, according to Westpac.
With private asset valuations emerging as a key concern for both regulators and the broader market, Apollo Global Management has called on the corporate regulator to issue clear principles on valuation practices, including guidance on the disclosures it expects from market participants.
Institutional asset owners are largely rethinking their exposure to the US, with private markets increasingly being viewed as a strategic investment allocation, new research has shown.
Australia’s corporate regulator has been told it must quickly modernise its oversight of private markets, after being caught off guard by the complexity, size, and opacity of the asset class now dominating institutional portfolios.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
92.15 3 y p.a(%)
2
Global X 21Shares Bitcoin ETF
53.24 3 y p.a(%)
3
Global X GlobalX FANG+ ETF
43.15 3 y p.a(%)
4
DomaCom Shoreline North Coogee
36.26 3 y p.a(%)
5
GAM LSA Private Shares AU I
35.87 3 y p.a(%)
