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Vector Insights15 February 2019
A closer look at active share
Arian Neiron, Managing Director
We recently wrote that despite the fees they charge Australian investors, some active Australian fund managers aren’t very active at all in terms of managing their portfolios, rather they are hugging their benchmarks. Some managers and researchers argue there is no correlation between high active share and high outperformance. In this Vector Insights, we test that argument.
Gold08 February 2019
The Superlative Impact of Supermajors
by Joe Foster, Portfolio Manager and Strategist
Read This NowThe Newmont-Goldcorp merger creates another supermajor to contend with the Barrick-Randgold combination, and we expect the supermajors to create value and set new standards for the industry.
Vector Insights01 February 2019
Time to come clean
by Arian Neiron, Managing Director
Read This NowDespite the fees they charge Australian investors, some active fund managers aren’t very active at all. They could more accurately be described as closet benchmark-huggers rather than stock pickers. Now’s the time for investors to identify those with something to hide and demand they be more transparent about their activities, or lack of them.
US Equity23 January 2019
Reflect and Move Forward
by Jamie Hannah, Vice President
Read This Now2018 proved to be a stellar year for the Morningstar® Wide Moat Focus IndexTM, as Morningstar’s research process helped position the strategy away from what turned out to be trouble spots in Q4. The index’s December review resulted in new positioning for 2019.
Vector Insights18 January 2019
ETFs market expands despite market volatility
by Arian Neiron, Managing Director
Read This NowDespite market volatility ETF growth continues.
Gold08 January 2019
Gold’s 2019 Resolution: Challenge the Resistance
by Joe Foster, Portfolio Manager and Strategist
Read This NowThe gold market begins the New Year with new positive trends and could test the 5-year resistance level of $1,365 in 2019.
Gold10 December 2018
Gold Hedging: A Precious Lesson Learned
by Joe Foster, Portfolio Manager and Strategist
Read This NowOnce a key strategy of gold companies, hedging is now nearly non-existent. This, along with a significant commitment to reduce debt, demonstrates the financial health and stability of today’s gold industry.