BetaShares NASDAQ 100 ETF (NDQ) FX Unhedged v BetaShares NASDAQ 100 ETF (HNDQ) FX Hedged

18/11/2022

BetaShares NASDAQ 100 ETF (NDQ) FX Unhedged v BetaShares NASDAQ 100 ETF (HNDQ) FX Hedged

Latest Reports

Morning report 19/10/2026

Macro Monday: Bad news might just be good for the ASX

Thursday's employment data shocked the market and media alike, with employment falling by 39,300 compared to the 20,000 increase economists were expecting. Bad news for the government ahead of next month's Victorian State election, but a welcome reprieve for the RBA, with markets now pricing in only a ~40% chance of another 25bps rate hike before Christmas, although inflation could ultimately force their hand if oil prices keep rising. In 10 days, we get the September CPI (inflation data), which will go a long way in determining the next move on rates.

Weekend report 17/10/2026

The Weekend Q&A: A rare week of local outperformance

The ASX 200 finished a volatile week up +1.0%, although the headline gain masked some fairly aggressive rotation beneath the surface. Utilities (+4.5%), Healthcare (+3.9%), Consumer Staples (+3.4%) and Financials (+3.2%) led the market higher, while Materials (-2.3%), Real Estate (-1.7%) and Information Technology (-1.3%) lagged. Investors continued to rotate into some of the more beaten-up and defensive areas of the market, while resources came under pressure.