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Gold03 August 2020
Gold rush
Gold has jumped over US$1,900 in July, its highest since September 2011. Bullion’s quick move higher last month comes as the US dollar slides against all major currencies and amid negative real rates in the US given the huge size of the US Fed’s stimulus program and government spending.
Australian Equity28 July 2020
How to gain diversification in concentrated markets
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowThe Australian stock market is one of the most concentrated in the world with the top 10 stocks making up ~45% of the S&P/ASX 200. At a sector level it is even more concentrated.
So how do you improve diversification when investing in a highly concentrated sector?
Australian Equity27 July 2020
Read This NowEarlier this month KPMG issued a report that highlighted the serious profitability and growth challenges Australian banks are facing in the aftermath of COVID-19. With the RBA unlikely to raise rates in the short term, banks will continue to face ongoing structural headwinds.
Vector Insights24 July 2020
The first four questions you should ask when assessing an ETF
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowAnd none of them are about costs.
ETFs21 July 2020
VanEck Australian ETF Review – Half Year 2020
by Arian Neiron, Managing Director
Read This NowAfter a strong start to the year with a record January, things quickly took a turn for the worse in what will be remembered as one of the most volatile six-month periods in history. However the Australian ETF industry remained resilient as investors turned to exchange traded products (ETPs) to end the first half of 2020 with record inflows.
China20 July 2020
Read This NowChina A-shares have shot up further in July. Looking ahead, investors expect corporate profits to rebound in the second half of the year, driving share prices higher. Additionally, the ‘liberalisation’ of Chinese equity markets has seen a sharper focus of valuations and shareholder returns which, coupled with government initiatives, will see technology, healthcare and consumer related stocks thrive.
Smart Beta16 July 2020
China’s silver foxes
by Alice Shen, Senior Associate - Investments & Capital Markets
Read This NowChina’s incredible economic transformation is epitomised by the rapid growth in its middle class. By 2030, it is estimated that 58% of Chinese households will be considered “mass affluent” or above. So what does this mean for investors?