-
Smart Beta18 December 2020
Emerging markets – old or rich…which comes first?
Natalia Gurushina, Economist, Emerging Markets Fixed Income
An interesting trend is apparent if you take a closer look at emerging markets demographics.
Vector Insights11 December 2020
The lesson investors should heed from 2020
by Brad Livingstone-Foggo, Head of Marketing - Australia
Read This NowIn 2020 the Australian share market has experienced:
- Its best month since 1988
- Its second best month since 1988
- Its worst month since 1987
The lesson for investors is simple.
Gold08 December 2020
Gold may offer safeguards beyond the vaccine
by Joe Foster, Portfolio Manager and Strategist
Read This NowPositive news about COVID-19 vaccines created euphoria in the stock market, causing gold to fall through the US$1,800 per ounce level, but risks remain that we believe can drive gold to new highs.
Australian Equity04 December 2020
Vaccine resets Australian equity market direction
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowThe announcement of a successful COVID-19 vaccine by Pfizer in early November has reset the direction of Australian equity markets in many different ways. At the start of the pandemic, equity markets became a volatile seesaw. In a way, the announcement of the vaccine has had a more profound effect.
Vector Insights27 November 2020
What to do about 40
by Arian Neiron, Managing Director
Read This NowOur 40th birthdays are often celebrated as a milestone. Since ancient times 40 has always been a revered number. In the bible, Noah waited for 40 days, the Hebrews lived outside the promised lands for 40 years and Jesus fasted for 40 days. Muhammad was 40 when he received his first revelation from Gabriel.
40 is also the percentage weight given to defensive assets in most balanced portfolios using the traditional 60/40 split. For decades investors have relied on this type of portfolio with the intention of smoothing out stock market volatility and still meet retirement goals. No more.
The 40 has become a problem.
Smart Beta26 November 2020
China’s evolving consumption
by Alice Shen, Senior Associate - Investments & Capital Markets
Read This NowWith over a month to go in 2020, we explore evolving consumption trends in China.
International19 November 2020
US election results boost US healthcare stocks
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowWhile the outcome of the US election remains uncertain, the Democratic sweep didn’t eventuate. Find out what this means for healthcare stocks.