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Vector Insights27 November 2020
What to do about 40
Arian Neiron, Managing Director
Our 40th birthdays are often celebrated as a milestone. Since ancient times 40 has always been a revered number. In the bible, Noah waited for 40 days, the Hebrews lived outside the promised lands for 40 years and Jesus fasted for 40 days. Muhammad was 40 when he received his first revelation from Gabriel.
40 is also the percentage weight given to defensive assets in most balanced portfolios using the traditional 60/40 split. For decades investors have relied on this type of portfolio with the intention of smoothing out stock market volatility and still meet retirement goals. No more.
The 40 has become a problem.
Smart Beta26 November 2020
China’s evolving consumption
by Alice Shen, Senior Associate - Investments & Capital Markets
Read This NowWith over a month to go in 2020, we explore evolving consumption trends in China.
International19 November 2020
US election results boost US healthcare stocks
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowWhile the outcome of the US election remains uncertain, the Democratic sweep didn’t eventuate. Find out what this means for healthcare stocks.
Emerging Markets16 November 2020
Read This Now
History doesn’t repeat itself but it does rhyme, according to Mark Twain. We explore the rhymes between today’s equity markets and the markets back in 1999.
Vector Insights13 November 2020
The blueprint for the next five years
by Alice Shen, Senior Associate - Investments & Capital Markets
Read This NowPossibly the one event that will have more impact on markets over the next five years occurred in the past few weeks. It wasn’t the US election, nor was it RBA’s historic rate cut and its version of quantitative easing. China unveiled its “14th Five-Year” Plan. Investors should be aware of what China, the soon to be biggest economy in the world, has in store.
Gold13 November 2020
Immense challenges ahead support gold
by Joe Foster, Portfolio Manager and Strategist
Read This NowWhile jewelry and central bank demands have decreased, the gold price continued to gain, demonstrating that gold ETPs and bar and coin demand are the best physical gauges of price trends.
International12 November 2020
Bubble or boom?
by Cameron McCormack, Manager - Investments
Read This NowTech stocks have continued to perform strongly this year despite COVID-19. The MSCI USA Information Technology Index is up 34.7% calendar year to 6 November 2020. There is one big question on everyone’s mind: is this another tech bubble?