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Income Investing03 August 2021
New global income opportunity on ASX
With interest rates near all-time lows, investors are looking for regular income paying securities with less capital volatility than equity markets.
Introducing global capital securities.
ETFs01 August 2021
A brief account of esports
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowMost people recognise the names Cristiano Ronaldo, Lionel Messi, and Tom Brady, figures often seen as the faces of their respective sports. Names like Lee “Faker” Sang-Hyeok, Luka “Perkz” Perković, and Kim “Doinb” Tae-sang may not have quite the same recognition yet, but these athletes are also becoming global superstars.
Vector Insights29 July 2021
The China puzzle
by Arian Neiron, CEO & Managing Director - Asia Pacific
Read This NowIn 2020, China was the standout equity market, yet chances are if you were invested in Chinese shares via exchanges not on the Chinese mainland your returns may not have matched the local bourses’ return. Technology stocks have been subject to regulatory demands and high profile episodes such as the non-listing of Ant Financial has weighed on investors’ sentiment.
Into 2021, there has been a popular narrative that there is a large, coordinated regulatory push in China. That narrative is easy to sell in today’s 24-hour news cycle, but there is more to China’s apparent regulatory extension. An understanding of underlying mechanisms can help foreign investors navigate their exposure to what is becoming the world’s largest economy.
Emerging Markets26 July 2021
China’s policies - moving targets?
by Natalia Gurushina, Economist, Emerging Markets Fixed Income
Read This NowChina is trying to balance more support for smaller privately owned companies that are still struggling with more regulation in “bubbly” sectors.
China23 July 2021
Earnings season for China A-shares
by Alice Shen, Senior Associate - Investments & Capital Markets
Read This NowEarnings season is well underway for Chinese companies. As of close on 15 July 2021, 38% of A-share companies have released their pre-announcement. Out of 1,600 disclosed companies 69% are reporting positive 1H21 guidance.
Australian Small and Mid Caps21 July 2021
Dividend stocks beyond Australian blue chips
by Cameron McCormack, Manager - Investments
Read This Now2020 was a difficult year for yield chasing investors as companies cancelled/reduced dividend payments to shore up cash flows in light of uncertainties navigating COVID-19. Large cap stocks, notably big four bank dividends for 2020 were on average 60% lower than 2019.
Emerging Markets20 July 2021
Read This NowLower global rates contrast with optimistic growth forecasts. Emerging markets are expected to continue hiking, which should help to bring the average emerging markets real policy rate back to positive territory in early 2022.