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Vector Insights09 April 2021
How healthy is healthcare?
MarketGrader Corp, Index provider
Healthcare 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?
Vector Insights26 March 2021
The global megatrend investors can’t ignore
by Arian Neiron, Managing Director
Read This NowAlmost every country on the planet has formally recognised the climate change crisis. Governments and businesses are investing trillions of dollars to reduce and eliminate carbon emissions in order to halt global warming. The long-term growth potential for investors is as significant as the opportunity to help prevent environmental disaster. However, never has it been more important for investors to be vigilant, seek out the facts and avoid greenwashing.
Vector Insights11 March 2021
Don’t overpay for value
by Cameron McCormack, Manager - Investments
Read This NowValue stocks’ relative outperformance of growth stocks has received much publicity of late. But ‘value’ is a relative term and some companies are cheap for good reason. Avoiding these are as important as not overpaying.
Vector Insights26 February 2021
Welcome to the energy revolution.
by Arian Neiron, Managing Director
Read This Now2020 was unquestionably a defining year in history, characterised by disruption, adaptation (or lack thereof) and acceleration. It will also likely be pinpointed as the year where the groundswell of public demand, technological advancements and economic pressures culminated to reshape the global energy supply paradigm.
Vector Insights12 February 2021
Sustainable investing gets boost from COVID-19 and Australian investors
by Arian Neiron, Managing Director
Read This NowIn last Tuesday’s Chanticleer, on the back page of the Australia Financial Review, a story outlining MSCI’s push to lure superannuation funds to its range of ESG indices appeared. It is evident from the article:
- ESG is going to be a focus for Australia’s largest superannuation funds;
- MSCI is a market leader creating ESG indices for passive investments to track; and
- In 2020 one of MSCI’s ESG indices outperformed the broader Australian equities market.
Sustainable investing has received a boost from COVID and the demands of Australia’s most demanding investors.