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ETFs
The decarbonisation of the world is happening. In 2021, the top three carbon futures markets grew 165% by trading volume and traded US$683 billion futures market value. Growth opportunities exist as more countries move toward carbon markets and the transition to net zero. Learn about this exciting investment opportunity.
Infrastructure20 May 2022
Infrastructure advances in a high-inflation environment
by Alice Shen, Senior Associate - Investments & Capital Markets
Read This Now2022 has not been the best year for equity investors thus far. We are experiencing a rising rate environment which leads to company valuation re-rating, compounded by the uncertainty of debt serviceability. However, infrastructure assets, including transport, utilities and telecom towers have been resilient.
Gold19 May 2022
Gold: Hedge or not?
by Cameron McCormack, Portfolio Manager
Read This NowRising geopolitical tensions and high persistent inflation has generated interest in gold and gold mining company investments. It has also generated questions from Australian investors about how they should access gold and gold miners. Our view is an unhedged exposure is the best way to get access. Here is why.
Vector Insights13 May 2022
Licence to yield
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowIn the last Vector Insights, we highlighted the volatility of bond prices in 2022. As bond prices fall, we explained, yields rise. But what are investors actually getting? ‘Yield’ is quoted many ways.
Here we explain different yield metrics, with a view to help.
Gold10 May 2022
Strong dollar grounds gold despite soaring inflation
by Joe Foster, Portfolio Manager and Strategist
Read This NowGold's traditionally positive performance in an inflationary and rising rates environment is hindered by the strength of the US dollar.
Australian Equity05 May 2022
Read This NowOn the 21st April, BHP announced its underwhelming production update while flagging further operational changes. Over the following week, BHP suffered double-digit falls, taking the S&P/ASX 200 with it. BHP’s influence on the returns of the S&P/ASX 200 increased when it became Australia’s biggest listed company following the unification with its UK listing earlier this year. This resulted in the ASX becoming more concentrated than any other major equities market. Concentration is the opposite of diversification, which is an important risk management tool for investors. That is why it is prudent to take the right approach when investing in Australian equities. Here we provide some insightful analysis for our popular Equal Weight ETF (MVW) versus the S&P/ASX 200.
China03 May 2022
The case for China
by Alice Shen, Senior Associate - Investments & Capital Markets
Read This NowSince the start of the year Chinese equities have faced a series of headwinds, compounded by the US Fed rate hikes, driving capital outflows in the first quarter. However, we believe that Chinese equities have been oversold and investors may do well to reassess and consider investing in fundamentally sound companies as part of their strategic/tactical asset allocation.