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13 July 2020
Mighty MidCaps
In the world of investing, the S&P/ASX 200 gets the most attention for Australian equities. It is on the newswires and is the market benchmark that fund managers either track or aim to outperform. However, another S&P/ASX market capitalisation index, one that is often overlooked, is the one that has the most outstanding performance track record - the S&P/ASX MidCap 50 Index, aka the Mighty MidCaps.
Vector Insights10 July 2020
Avoid nasty shocks at tax time
by Michael Brown, Director, Operations & Finance
Read This NowIf you’ve ever had the experience of receiving a huge distribution from a fund at 30 June or you’re in a fund investing in so-called ‘income assets’ and it’s not paying a distribution, there’s a good chance your fund manager has not modernised to take advantage of new tax rules.
Lumpy distributions and zero dividends are relics of an old tax regime. While no tax laws are being broken, your fund manager, to whom you pay a management fee, has not updated for these changes. There are two simple questions you can ask your fund manager if you had a nasty surprise this past 30 June to make sure it does not happen again.
Gold09 July 2020
Read This NowGold and gold stocks are benefiting from the flight to safety. The yellow metal has rallied this year amid the turmoil caused by COVID-19 and could test its record high of US$1,900 per ounce, set in 2011. Gold mining stocks have also seen an uptick – generating better gains than gold.
International08 July 2020
Read This NowCOVID-19 has raised awareness of the importance of ESG (environmental, social, and governance) factors in investing, especially the S and G. Companies that have strong governance frameworks that manage sector specific risks and those that continue to act in the best interest of communities, have shown resilience.
Smart Beta07 July 2020
China Moment(um)
by Alice Shen, Senior Associate - Investments & Capital Markets
Read This NowThe Chinese equity market has seen a strong growth coming into July, with CSI 300 Index and FTSE China A50 Index surging by more than 12% in a matter of days, returning to levels last seen in the 2015 bull market.
Gold06 July 2020
Financials, not fundamentals, drive gold
by Joe Foster, Portfolio Manager and Strategist
Read This NowGold hits another new seven year high; the COVID-19 crisis has had a profound effect on nearly every aspect of physical demand for gold.
Smart Beta01 July 2020
Which bank?
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowIt’s likely every Australian share portfolio will hold at least one of Australian bank.
But picking the right bank is difficult.