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Vector Insights24 January 2020
China's Year of the Rat beckons new opportunities
Arian Neiron, Managing Director and Head of Asia Pacific
2020 is the Year of the Rat. According to Chinese astrology, the rat is the first sign of the 12 animals cycle and for this reason, 2020 is considered a year of new beginnings and economic renewal. We are entering a new era as phase-one of the ‘trade war’ has been ratified (pun intended).
According to Chinese philosophy, rats too like to lead. No one can deny that China’s leadership role is emerging as its economic might increases. China is the world’s second largest economy and it could become the biggest as soon as this year.
Gold09 January 2020
Gold gains further momentum
by Joe Foster, Portfolio Manager and Strategist
Read This NowGold and gold stocks look set to maintain their rally in 2020, supported by the low interest rate environment.
International Equity17 December 2019
Read This NowMost investors do not have a dedicated emerging markets equities allocation in their portfolio and they may be missing out. Emerging markets equities are a dynamic, ever-changing investment opportunity that come with unpredictable lows but also giddy highs which reward investors for taking on increased risk
ETFs09 December 2019
Read This Now
As part of the monthly re-balance of the VanEck Vectors MSCI Australian Sustainable Equity ETF (ASX: GRNV), Bendigo and Adelaide Bank Limited (BEN) has been removed from the fund.
US Equity09 December 2019
Read This NowWide moat stocks in November told the same story as they have for much of this year: positive performance driven by impressive stock selection. This month, it was the financials sector’s turn to shine.
Vector Insights06 December 2019
The sky is not falling
by Brad Livingstone-Foggo, Head of Marketing - Australia
Read This NowThere seem to be a lot of industry pundits convinced that the sky is about to fall. ‘Late-cycle’ dominates market commentary. The reality is that timing the market is nothing short of impossible.
China05 December 2019
Read This NowMore and more fund managers are now singing the same song when it comes to the growing investment opportunity in China. But most aren’t able to reach the high notes. The real opportunities lie where most investment managers can’t access: in China’s domestic A-shares listed on Shenzhen and Shanghai exchanges.