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Vector Insights07 May 2021
Sometimes facts don’t change our minds
Arian Neiron, Managing Director
Confirmation bias occurs when someone interprets or cherry-picks information consistent with their beliefs. It occurs in politics, business and sports. It is also rife in funds management.
29 April 2021
Is now the time for Quality?
by Cameron McCormack, Manager - Investments
Read This NowThere has been much coverage about Value’s return as an investment factor since the third quarter last year. But looking ahead, could we see the Quality factor return?
Vector Insights23 April 2021
Finding the pawns that will become Queens
by Cameron McCormack, Manager - Investments
Read This NowToward the end of last year Chess experienced a surge in popularity not seen since the days of Bobby Fisher’s World Championship in 1972. The surge was attributed to Netflix’s The Queen’s Gambit which, at the time, became its most-watched scripted miniseries. The series title refers to strategic moves a player may make to start a game of Chess. You may have also picked up a row of the Chess board is called a rank. A pawn that reaches the eighth rank can get promoted, usually to a Queen.
There are many international small companies, which like a pawn in Chess, have the potential to become leaders too.
22 April 2021
Play on
by Arian Neiron, Managing Director
Read This NowGrowth in the video gaming and esports industry is going from strength to strength, with video game engagement breaking records across a variety of metrics.
International16 April 2021
Value on the rise
by Alice Shen, Senior Associate - Investments & Capital Markets
Read This NowVanEck Vectors Morningstar Wide Moat ETF (MOAT) has seen meaningful outperformance for the past few months, largely driven by the rotation from growth to more cyclical and value-oriented stocks.
Gold13 April 2021
Higher rates in March lead to US dollar strength, gold weakness
by Joe Foster, Portfolio Manager and Strategist
Read This NowThe rise in long-term US Treasury yields, a brighter economic outlook and the prospect of higher interest rates kept a lid on gold in March. There has also been much debate about gold and bitcoin. We think the current investment landscape allows for both assets to coexist.
Vector Insights09 April 2021
How healthy is healthcare?
by MarketGrader Corp, Index provider
Read This NowHealthcare companies, and pharmaceuticals in particular, have earned well-deserved goodwill around the world in the last year. However, for the stock prices of most the world’s largest healthcare companies, including most of the COVID-19 vaccine developers, manufacturers and distributors, the story has been quite different. Are health care companies now good value?