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Australian Equity01 June 2020
Australia reopens
The Australian government has announced a three stage easing of lockdown restrictions so now investors’ focus is on the rate of recovery in economic activity.
With sparse company earnings guidance investors are looking at broad activity indicators such as grocery visits, workplace returns and public transport use and restaurant reservations.
Vector Insights29 May 2020
Have you streamed the latest ETF?
by Michael Brown, Director, Operations & Finance
Read This NowThe way we watch movies and television has changed. Technology from streaming services such as Netflix, Amazon Prime and Stan allow us to stream content on demand.
Likewise the way we invest has changed. ETFs allow for instant diversification to a range of asset classes via a single ASX trade. ETFs also use a process known as “streaming”. It’s an advantage ETFs have over unlisted funds and it’s one of the reasons why the use of ETFs in investor portfolios is becoming more prevalent. ETF streaming lowers investor’s tax.
China25 May 2020
Read This Now20 years ago the SARS virus was the first epidemic of the 21st Century. In the middle of that outbreak online retail in China boomed, and it hasn’t slowed down since. Today China is home to the most tech savvy consumers on earth.
Vector Insights15 May 2020
This cloud has a golden lining
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowFor many years countries tied their currency to the amount of gold they physically held. This was called the gold standard. While gold is no longer used this way it continues to be among the most traded asset classes in the world. Recently the gold price has shot up.
The rise in the price of gold has been in response to the unprecedented intervention by central banks during the COVID-19 crisis and concerns over the impact of these interventions. While most asset classes have struggled in 2020, the shiny metal has been one of the few winners. One of the beneficiaries of a rising gold price is its miners. We believe that gold’s 2020 winning streak will continue, and its miners will flourish.
Fixed Income15 May 2020
Read This NowAmid the COVID-19 spiralling economic environment, investors are finding out the painful truth about dividends, they are totally discretionary. Nowhere is this more pronounced than those investors who have had a multi-decade obsession with Australian banks. The hard truth is bank dividends are not annuities, they are conditional and totally discretionary.
ETFs11 May 2020
Read This NowREITs have been among the worst hit sectors during the COVID-19 market falls as investors feared for rental returns. While there is no question REITs will cut dividends, the price falls of most REITs means that their yields are still relatively attractive.
Gold11 May 2020
Systemic risks spark gold’s gains
by Joe Foster, Portfolio Manager and Strategist
Read This NowGold and the gold industry have a strong April; broad, systemic risks may benefit the gold market.