-
Gold10 October 2019
More surprises in store for gold?
Joe Foster, Portfolio Manager and Strategist
Gold continues to beat expectations as gold companies maintain their capital discipline. We were also impressed by what we saw on the first analyst tour of Nevada Gold Mines, the joint venture between Barrick and Newmont.
International Equity09 October 2019
Read This Now
Last week Nike shares hit an all-time high after the company announced its results. Nike’s earnings beat analysts’ forecasts as the company has experienced growth from new products and investments in e-commerce. Since the beginning of the year Nike’s share price has increased from US$74.06 to just over US$93.92, its return on equity (ROE) is a healthy ~42.7%, it has strong earnings and revenue growth and a healthy balance sheet – Nike is a quality company.
Vector Insights04 October 2019
Just doing it with a spoonful of quality
by Brad Livingstone-Foggo, Head of Marketing - Australia
Read This NowIn mid-2010, Berkshire Hathaway decided to begin selling its stake in Nike Inc. At that time Nike had a market capitalisation of ~US$40 billion. Now it’s over US$115 billion. This is by no means the biggest investment mistake Buffett or his team have made.
By his own admission, one of Warren Buffett’s worst investment mistakes was when, in 1967, he sold a 5% stake in a company for US$6 million having bought it for US$4 million a year earlier.
Both of the companies, besides being sold by Buffett at a profit, share other characteristics that investors seek. We examine these companies and these characteristics in this week’s Vector Insights.
International Equity02 October 2019
Read This Now
Australia has a thriving coffee culture and we are serious coffee connoisseurs, just look at the plethora of Instagram, blogs and apps dedicated to Australian coffee (for the record our favourite bean is Campos) – we are really spoilt for choice!
Infrastructure25 September 2019
Power up your portfolio
by Jamie Hannah, Vice President – Investments & Capital Markets
Read This NowWhile assessing the global universe of investment opportunities, one of the asset classes most overlooked, and most uncorrelated with other sectors, has been listed global infrastructure securities.
Vector Insights20 September 2019
Do you have the proper(ty) allocation?
by Arian Neiron, Managing Director and Head of Asia Pacific
Read This NowMost Australian investors’ portfolios include Australian property, Australian equities and international equities. But international property is underrepresented. Investors may be missing out.
Now is the time to consider if you have the proper(ty) allocation.
Vector Insights06 September 2019
Smart Beta entering mainstream
by Arian Neiron, Managing Director and Head of Asia Pacific
Read This NowGlobally, smart beta is one of the fastest growing investment strategies in the asset management industry. In Australia smart beta ETFs are also gaining traction. The results of VanEck’s fourth annual smart beta survey, the largest of its kind in the world, indicates that the growth is going to continue.