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Vector Insights08 November 2018
China's consumer revolution
Arian Neiron, Managing Director
There has been much talk about the trade war between China and the US. While it has been said that in the US the consumer is king and the US consumer has been behind much of that nation’s growth, no such claims have been made about the Chinese consumer - yet.
While the US has around 330 million potential consumers, China has 4 times that many at almost 1.4 billion. China is an economy undergoing a profound transformation in which consumer-oriented sectors are gradually replacing heavy industry and low cost manufacturing as the country’s economic engines. As demographics shift, the Chinese consumer could be the economic defence in any ongoing trade dispute.
Vector Insights26 October 2018
Understanding the basics of bonds
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowBonds are complicated investments. Their price determined by not only the characteristics of the underlying issuer, but also by a broad range of macro-economic factors, including the level of interest rates. The longer dated a bond, the more exposed it is to rate movements. However, investors can position their portfolios to minimise the impact of rising rates by shortening bond duration.
China21 October 2018
New ETF - pre-register today: China New Economy
by Arian Neiron, Managing Director
Read This NowWe are excited to reveal that our newest and upcoming ETF is the VanEck Vectors China New Economy ETF (ASX: CNEW).
Gold12 October 2018
Barrick-Randgold Sets Bar for Future Gold Mergers
by Joe Foster, Portfolio Manager and Strategist
Read This NowThe proposed Barrick-Randgold merger is the first major deal in the gold sector without a premium, which is a precedent we hope other companies will follow.
Vector Insights11 October 2018
The cost of ignoring ESG
by Arian Neiron, Managing Director
Read This NowAnd so it continues, more and more corporate scandals highlighting that companies that ignore ESG factors can cost shareholders dearly. Evidence is mounting that companies that adopt environmental, social and governance (ESG) factors in their management and operations benefit from improved financial outcomes, largely through risk reduction. Our new white paper explains how targeting high ESG performers can therefore benefit investors.
Vector Insights06 October 2018
Investing evolution bringing revolution
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowThe way investment managers manage money and how their performance is assessed has changed. To understand whether the professional fund managers you engage are keeping pace with evolving investment strategies, you need to look at α, ß and smart ß.
Vector Insights14 September 2018
You may be missing out on smoother cash flow
by Michael Brown, Director, Operations & Finance
Read This NowManaged funds allow financial advice to be implemented with great efficiency. They are a fundamental tool for wealth creation. The only negative aspect of dealing with managed funds has been the incomprehensible tax laws that have governed them. The Government recently modernised these tax laws, enabling a key improvement for you and your clients - but you could be missing out.