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China27 October 2020
China takes the lead
Russel Chesler, Director, Investments & Portfolio Strategy
The world’s second-largest economy has recovered strongly after shrinking by 6.8% p.a. in the first three months of the year due to the lockdown efforts aimed at stemming the tide of the coronavirus pandemic.
Property22 October 2020
Not all real estate is the same
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowDiversification is important when investing in Australian real estate investment trusts (A-REITs). Different subsectors of the A-REIT market perform differently. This has been particularly borne out since March this year when COVID-19 hit.
Property19 October 2020
REIT all about it
by Cameron McCormack, Manager - Investments
Read This NowREIT all about it! With market participants expecting continued low rates and a low growth environment as the global economy emerges from this crisis, now could be the time to set your portfolio to rebuild and allocate a portion to listed international real estate securities.
Vector Insights16 October 2020
Beyond Vaccines
by MarketGrader Corp, Index provider
Read This NowTrying to pick the winner of the COVID-19 vaccine race is as difficult as picking a winner during the spring carnival.
Investors would be better served with a broad and global approach to health care investing rather than betting on the vaccine sweepstakes.
Gold13 October 2020
Gold producers join hands
by Alice Shen, Senior Associate - Investments & Capital Markets
Read This NowNorthern Star Resources (ASX: NST) and Saracen (ASX: SAR) have agreed to a $16 billion merger-of-equals which takes both companies to the next level by establishing a new major gold company.
Gold09 October 2020
Gold miners’ re-rating calls for mass appeal, not mass production
by Joe Foster, Portfolio Manager and Strategist
Read This NowA stronger US dollar exerts pressure on gold prices in September. Recent sector de-ratings notwithstanding, we believe gold miners can continue their successful year.
ETFs07 October 2020
There won’t be any new LICs
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowThe number of listed investment companies (LIC) and their assets under management are falling this year. This is in contrast to the exchange-traded product (ETP) sector which is surging ahead with new issues and investment inflows. There are a few key reason for this.