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Vector Insights16 October 2020
Beyond Vaccines
MarketGrader Corp, Index provider
Trying to pick the winner of the COVID-19 vaccine race is as difficult as picking a winner during the spring carnival.
Investors would be better served with a broad and global approach to health care investing rather than betting on the vaccine sweepstakes.
Vector Insights02 October 2020
Fantasy sports: it’s harder than picking stocks
by Brad Livingstone-Foggo, Head of Marketing - Australia
Read This NowAs the 2020 AFL and NRL seasons come to their close, fantasy league battles are as closely fought as top of table matches. Any participant of a fantasy league will tell you how hard it can be. The sheer volume of data is mindboggling. In fact a recent study by researchers at MIT (Massachusetts Institute of Technology) shows fantasy sports team selection requires higher skill than selecting stocks for a fund.
There is evidence Australian investors are turning away from active fund managers who fail to pick a winning portfolio in favour of funds that can successfully harness investment data.
Vector Insights18 September 2020
A short history of Moats
by Brad Livingstone-Foggo, Head of Marketing - Australia
Read This NowThe role of moats has changed since they were first built centuries ago to protect townships. But in business, their role remains the same as their original purpose: protection.
Vector Insights04 September 2020
Quality never goes out of style
by Arian Neiron, Managing Director
Read This NowTargeting high-quality companies is not a new idea - investors have been buying quality companies for as long as there have been share markets. But the journey to understand quality is ongoing. Some have found their way, others haven’t.
Vector Insights21 August 2020
The age of disruption
by Arian Neiron, Managing Director
Read This NowFunds management in Australia has been largely resilient to disruption. That was the past, the future is here.