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Vector Insights03 December 2021
Relying on outdated perceptions: Big mistake. Big. Huge
Cameron McCormack, Manager - Investments
The 1980s has a lot to answer for. It was the decade of “power suits” by which power was somehow defined by the size of your shoulder pads, parachute tracksuits made from a material that has all the characteristics you don’t want when exercising and, of course, the legendary mullet – a hairstyle we all thought we’d seen the back of, until Zoomers came along.
It was also the decade of the rise of the ‘yuppie’ and some outdated perceptions about Wall Street and corporate actions. The reality is far from the fiction.
Emerging Markets30 November 2021
China - Growth slump is over?
by Natalia Gurushina, Economist, Emerging Markets Fixed Income
Read This NowChina’s activity gauges signal that the near-term growth outlook remains problematic. The government has plenty of fiscal space to address the issue. The question remains, will it use it or will ideology dictate otherwise?
Investing29 November 2021
Pivoting for the Omicron storm, or storm in a teacup
by Cameron McCormack, Manager - Investments
Read This NowGlobal markets took their biggest hit in more than a year on Friday (26 November) as discovery of new coronavirus variant Omicron sparked a sell-off in companies most exposed to the pandemic.
International26 November 2021
The correlation between listed private equity and unlisted private equity
by Alice Shen, Senior Associate - Investments & Capital Markets
Read This NowIs listed private equity the fake Prada handbag of the investing world?
ETFs25 November 2021
Read This NowJust in time for the end of year, video gaming companies have lined up a number of releases, among them Halo Infinite and Final Fantasy XVI, this follows the release of Call of Duty: Vanguard. For most investors, they may be missing access to this opportunity. Most investors have exposure to technology via the FAANGM stocks however recent volatility, concerns about corporate image and the shifting regulatory environment has highlighted investor’s apprehensions about overpaying. One way to diversify your technology exposure is to look beyond the mega cap tech stocks and consider the investment opportunity pertaining to video gaming and esports.
China21 November 2021
Read This NowWe have described the paradox in the Chinese equities market before. Chinese equities have simply failed to translate the country’s economic growth into shareholder returns. This has caused many growth-minded global investors to skip an allocation to Chinese equities altogether.
Vector Insights19 November 2021
Gold at the Hilton
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowThe Blackstone buyout of Hilton is one of the most famous buyouts in history. Over 11 years Blackstone turned around a struggling operator, restructured debt and launched an IPO. When Hilton listed in December 2013, Bloomberg had already called Blackstone’s Hilton Deal as “The Best Leveraged Buyout Ever.” Buyouts are a type of private equity.
In addition to buyouts, private equity plays a vital role in the financing and support of new and growth technologies. Some of the biggest companies in the world, Apple, Google, Meta all blossomed from start-ups to listed mega-caps with the assistance of private equity. Private equity deals have only been accessible for the very largest institutions or wealthy individuals. That is changing.