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Vector Insights12 June 2014
Contrary banks
Brad Livingstone-Foggo, Head of Marketing - Australia
It is the foundation of capitalism that the market is always right. The share market is a pure example of this each price is supply and demand in action. Each share price represents the price at which a buyer is willing to buy, and a seller is willing to sell. If the market is always right, then the bank analysts are wrong...
Australian Equity29 May 2014
Mary, Mary, quite contrary, where will resources go?
by Brad Livingstone-Foggo, Head of Marketing - Australia
Read This NowContrarian investing is often understood as buying stocks when everyone is selling. But there is more to it than that. Rather than defining a contrarian investment it is more prudent to ask what constitutes a contrarian investor...
Vector Insights15 May 2014
Goldilocks, the savvy investor
by Michael Brown, Director, Operations & Finance
Read This NowGoldilocks is a woman who knows what she wants. She complains when the bed is too hard and she complains when it is too soft. She complains when the chair is too big and she complains when it is too small. Then there is that incident with the porridge. They call her ‘high maintenance,’ but when it comes to investing, her attitude pays off...
Vector Insights02 May 2014
Equal Weight Portfolios: First among unequals
by Brad Livingstone-Foggo, Head of Marketing - Australia
Read This NowIn 1896 Charles Dow first published the Dow Jones Industrial Average. Twelve stocks were included based on their prices. When Standard Statistics Co. acquired Henry Varnum Poor’s company in 1926, S&P’s first market capitalisation index was born. Fund investing evolved and tracking a market capitalisation index became conventional strategy...
Vector Insights03 April 2014
How would a scientist build an investment portfolio?
by Michael Brown, Director, Operations & Finance
Read This NowThe CSIRO is Australia’s national science agency and is one of the largest and most diverse research agencies in the world. It is so diverse that it is now directing resources to investment portfolio construction...
Australian Equity20 March 2014
The day the banks yawned
by Arian Neiron, Managing Director
Read This NowFor Christmas 2013 the banks got a gift from APRA. The rest of us enjoy getting Christmas presents but when the banks found new capital reserve rules under the tree, they just yawned.
Vector Insights28 February 2014
Is the Financial System Inquiry good or bad for bank shares?
by Arian Neiron, Managing Director
Read This NowPessimists view the upcoming Financial System Inquiry as a reason to avoid bank shares. There is an opposing view that this inquiry will propel bank shares to new heights over the coming decade.