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Vector Insights20 September 2019
Do you have the proper(ty) allocation?
Arian Neiron, Managing Director and Head of Asia Pacific
Most Australian investors’ portfolios include Australian property, Australian equities and international equities. But international property is underrepresented. Investors may be missing out.
Now is the time to consider if you have the proper(ty) allocation.
Vector Insights06 September 2019
Smart Beta entering mainstream
by Arian Neiron, Managing Director and Head of Asia Pacific
Read This NowGlobally, smart beta is one of the fastest growing investment strategies in the asset management industry. In Australia smart beta ETFs are also gaining traction. The results of VanEck’s fourth annual smart beta survey, the largest of its kind in the world, indicates that the growth is going to continue.
Vector Insights30 August 2019
The next gold rush
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowGold has been used in commerce as a currency since the Bronze Age. In 560 B.C., the first minted gold coins were produced in Lydia, a Kingdom of Asia Minor1. Because gold is a currency its price does not behave like other commodities. It’s also why gold equities do not behave like other mining shares. So far 2019 has been a stellar year for the shiny metal and those that dig it from the ground. We believe gold’s winning streak is likely to continue.
1 – Katz, J and Holmes, F (2008). The Goldwatcher: Demystifying Gold Investing Wiley, New York
Gold27 August 2019
Gold Stocks vs. Bullion in a Gold Bull Market
by Joe Foster, Portfolio Manager and Strategist
Read This NowGold’s current price level hints at a potentially longer, sustained rally. We believe this, along with the steps gold miners have taken to reduce costs and capital expenditures, make gold stocks an attractive opportunity.
Vector Insights16 August 2019
The “trade war” isn’t about trade and it’s creating opportunities
by MarketGrader Corp, Index provider
Read This NowAs the “trade war” continues it has become clear that China is in for the long haul. While China’s economy will not escape unscathed, investors allocating to China could find its “new economy” is now, more than ever, the place to be.
Gold12 August 2019
Gold consolidates gains amid easing interest rates
by Joe Foster, Portfolio Manager and Strategist
Read This NowGold spent July consolidating its gains above the $1,400 level, as we appear to be approaching the potential end of several different long-term cycles that may lead to elevated risks.
Property06 August 2019
REIT: A Proper(ty) allocation
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowWith a 'lower for longer' interest rate environment, the pursuit of income for investors is now far more pronounced. While A-REITs have been popular for their consistent income over the years, their global counterparts G-REITs, which also offer relatively high income but with additional diversification benefits, have been overlooked. Access to these opportunities has been limited, until now.