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Vector Insights21 February 2020
It’s hip to be bonds
Russel Chesler, Director, Investments & Portfolio Strategy
We’ve learnt a lot since the 80s and 90s. We’ve moved on from parachute pants, jackets with shoulder pads built in and the mullet. Governments, and how they manage economies, have changed too. In many cases however asset allocation models have not changed. The composition of many investors portfolios are the same as they were in the 80’s and do not reflect a world that has changed. Your investment portfolio should reflect the ‘new world.’
Vector Insights07 February 2020
Navigating the ‘infodemic’
by Arian Neiron, Managing Director
Read This NowDetermining what is ‘real’ and ‘fake’ has become difficult. We’ve seen this with the outbreak of the new coronavirus. In the early days of an outbreak there is always uncertainty. People don’t like uncertainty and so seek out information. It has been hard for people to find trustworthy sources with many spreading unsubstantiated, false information about the coronavirus. It’s no surprise the World Health Organisation says the coronavirus outbreak has been accompanied by an “infodemic”. An epidemic like the coronavirus, with potential to become a global pandemic, has shaken us all. But history shows pandemics can often be just a sniffle in investment markets.
Vector Insights24 January 2020
China's Year of the Rat beckons new opportunities
by Arian Neiron, Managing Director and Head of Asia Pacific
Read This Now2020 is the Year of the Rat. According to Chinese astrology, the rat is the first sign of the 12 animals cycle and for this reason, 2020 is considered a year of new beginnings and economic renewal. We are entering a new era as phase-one of the ‘trade war’ has been ratified (pun intended).
According to Chinese philosophy, rats too like to lead. No one can deny that China’s leadership role is emerging as its economic might increases. China is the world’s second largest economy and it could become the biggest as soon as this year.
Vector Insights06 December 2019
The sky is not falling
by Brad Livingstone-Foggo, Head of Marketing - Australia
Read This NowThere seem to be a lot of industry pundits convinced that the sky is about to fall. ‘Late-cycle’ dominates market commentary. The reality is that timing the market is nothing short of impossible.
Vector Insights22 November 2019
Sustainable investors need to be on the front foot
by Arian Neiron, Managing Director and Head of Asia Pacific
Read This NowMore and more investors are opting for investment portfolios that have a low carbon impact and aligned to their values. When assessing investment products it’s becoming harder and harder to decipher environmental, social and governance (ESG) declarations. Labels alone aren’t enough. There are three things to look for to determine if your ESG fund is true-to-label.