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Vector Insights22 November 2019
Sustainable investors need to be on the front foot
Arian Neiron, Managing Director and Head of Asia Pacific
More and more investors are opting for investment portfolios that have a low carbon impact and aligned to their values. When assessing investment products it’s becoming harder and harder to decipher environmental, social and governance (ESG) declarations. Labels alone aren’t enough. There are three things to look for to determine if your ESG fund is true-to-label.
Vector Insights08 November 2019
Don't leave out a central character
by Arian Neiron, Managing Director and Head of Asia Pacific
Read This NowYou can’t tell the story of the three little pigs without including the third little pig who built the house of bricks. However almost every article on active and passive management neglects to mention an all-important third central character. It’s time to tell the full story.
Vector Insights24 October 2019
How banks are changed forever
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowAlthough it’s been more than a decade, the fallout from the GFC continues to impact banks and how they raise capital. The most recent development in Australia is attracting a lot of attention and could provide an important opportunity for investors.
Find out about the new regulations from APRA (Australian Prudential Regulatory Authority) that require the big four banks to hold more regulatory capital, how this is likely to change the Australian fixed income universe and what investors can do to take advantage of these changes.
Vector Insights04 October 2019
Just doing it with a spoonful of quality
by Brad Livingstone-Foggo, Head of Marketing - Australia
Read This NowIn mid-2010, Berkshire Hathaway decided to begin selling its stake in Nike Inc. At that time Nike had a market capitalisation of ~US$40 billion. Now it’s over US$115 billion. This is by no means the biggest investment mistake Buffett or his team have made.
By his own admission, one of Warren Buffett’s worst investment mistakes was when, in 1967, he sold a 5% stake in a company for US$6 million having bought it for US$4 million a year earlier.
Both of the companies, besides being sold by Buffett at a profit, share other characteristics that investors seek. We examine these companies and these characteristics in this week’s Vector Insights.
Vector Insights20 September 2019
Do you have the proper(ty) allocation?
by Arian Neiron, Managing Director and Head of Asia Pacific
Read This NowMost Australian investors’ portfolios include Australian property, Australian equities and international equities. But international property is underrepresented. Investors may be missing out.
Now is the time to consider if you have the proper(ty) allocation.