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Vector Insights07 August 2020
Three ways to take on the falling US dollar
Arian Neiron, Managing Director
Many pundits think the recent tumble in the value of the US dollar could be the beginning of a bigger plunge as US debt reaches historic highs. US dollar currency movements have an impact on your investments, but there are ways you can position your portfolio to benefit from the depreciation of the US dollar.
Vector Insights24 July 2020
The first four questions you should ask when assessing an ETF
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowAnd none of them are about costs.
Vector Insights10 July 2020
Avoid nasty shocks at tax time
by Michael Brown, Director, Operations & Finance
Read This NowIf you’ve ever had the experience of receiving a huge distribution from a fund at 30 June or you’re in a fund investing in so-called ‘income assets’ and it’s not paying a distribution, there’s a good chance your fund manager has not modernised to take advantage of new tax rules.
Lumpy distributions and zero dividends are relics of an old tax regime. While no tax laws are being broken, your fund manager, to whom you pay a management fee, has not updated for these changes. There are two simple questions you can ask your fund manager if you had a nasty surprise this past 30 June to make sure it does not happen again.
Vector Insights26 June 2020
The Chinese Equity Market Paradox
by Carlos Diez, CEO, MarketGrader
Read This NowDuring the historic post-GFC Bull Run, US equity returns far outstripped the growth in the US economy. However, in China, where GDP grew at a record pace, equity market returns were low. This is the Chinese Equity Market Paradox.
As China’s influence on the global markets and economy grows, investors will need to increase their exposure to China equities and overcoming the Chinese Equity Market Paradox will help you in the new world.
Vector Insights12 June 2020
Lessons for investors from COVID-19
by Arian Neiron, Managing Director
Read This NowThe coronavirus pandemic sparked a surge of volatility across global financial markets, with important lessons emerging for investors on how to cushion portfolio losses. A big one is that environmental, social and governance (ESG) investing can mitigate losses.
Additionally, many ESG considerations have come to the fore in the press recently:
- Rio blasting out of existence 46,000-year-old indigenous rock shelters in Western Australia has been covered here and here; and
- Facebook’s active hindrance of efforts to minimise misinformation and make the social media site less divisive was covered here and here .
Investors can do better.