Author Archive for: Peter Green

Entries by Peter Green

Australian shares stand to benefit from reflation trade

The Australian equity market experienced a very strong end to 2020, delivering an outsized 13.8% return as measured by the S&P/ASX 300 Accumulation Index in the December quarter. The recent advances contributed to the 2020 calendar year generating a surprising positive absolute return of 1.7% despite heightened volatility. The impressive quarterly return was led by […]

3 questions you must ask when selecting an ETF

As the ETF market expands, Australian investors are able to take advantage of new investment product innovations, implement a range of different strategies, and gain exposure to different markets and sectors. The depth of the ETF market has opened up opportunities to investors, but it also presents risks for the unwary. Due diligence is essential […]

Rise of the boutique ETF providers

The ETF market in Australia remains buoyant despite the ravages of COVID-19, with total FUM at 31 March 2020 of close to $57b, up 24% year-on-year despite the severe market sell off in March. Much of this growth has been driven from strong product innovation and subsequent fund inflows in non-Australian equity sectors, with the […]

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The impact of COVID-19 on ASX200 listed equities

Our Head of Listed Equities, Peter Green, takes a look at the impact of COVID-19 on equity markets, and highlights some of the companies that have benefited from the COVID-19 outbreak, as well as the ones that have been most adversely affected. Copyright © 2020 Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL […]

Oil market pain could spell opportunity

If you thought the coronavirus put an end to geopolitical maneuvering, you probably haven’t checked in on the oil market. The WTI spot price has fallen from its most recent peak of around US$74 per barrel in late 2018 to around $32 as at the end of last week. The price was around $52 at […]

Why are ETFs trading at a discount to NAV?

Generally, we expect ETFs to trade close to their net asset value (NAV) due to the redemption mechanism that allows authorised participants to arbitrage between the ETF shares and the underlying shares. However, in this recent period of heightened volatility and dislocation due to COVID-19, a number of ETFs have been trading at significant discounts, […]

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Reporting Season Update – 24-28 February 2020

The coronavirus has had a major impact on equity markets in the past few days, and the uncertainty surrounding looks set to continue for some time. Peter Green, our Head of Listed Products, looks at the stocks that have been directly and indirectly affected, as well as some of the reporting season’s best and worst […]

Could the healthcare sector flatline in 2020?

The Australian Health Care sector has had another stellar year, with the S&P/ASX 200 Health Care Index providing a substantial 43.5% total return over 2019. This was substantially higher than the still impressive 23.4% return provided by the broader S&P/ASX 200 Index. These strong health care returns were largely due to impressive earnings growth being […]

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