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US Equity23 January 2019
Reflect and Move Forward
Jamie Hannah, Vice President
2018 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.
Vector Insights07 December 2018
Long or 'Shorten' banks
by Arian Neiron, Managing Director
Read This NowThe revelations about the big banks’ misconduct that were uncovered by the Hayne Royal Commission have provided reasons enough to avoid bank shares, yet the final recommendations of Commissioner Hayne are still unknown. Additionally, polls indicate next year’s Federal election will be won by Labor, who have already announced policies that could impact banks. Surprisingly, despite these headwinds, banks have done better than the broader Australian equities market in 2018. How the banks will perform in 2019 is anyone’s guess. ETFs allow investors to position themselves for any possibility. Here we describe below the different ways investors can position themselves with ETFs for any outcome of the Royal Commission, the election and anything else that may come up in 2019.
Infrastructure30 November 2018
Infrastructure keeps on truckin'
by Arian Neiron, Managing Director
Read This NowIn 2018 volatility returned to mainstream asset classes. The recent October market rout has heightened risk awareness however not all asset classes performed the same. Global Infrastructure outperformed Australian and International equities, a testament to its defensive nature.
Global infrastructure assets are also being used to provide stable income for investors in substitution for traditional high-yielding blue-chip Australian equities in light of the potential changes to the franking credits system.
Now is an ideal time to consider an allocation to Global Infrastructure to your clients’ portfolios.
Vector Insights22 November 2018
There are significant opportunities in China (if you know where to look)
by Arian Neiron, Managing Director
Read This NowHere is the evidence for backing Chinese investments.