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Vector Insights24 January 2020
China's Year of the Rat beckons new opportunities
Arian Neiron, Managing Director and Head of Asia Pacific
2020 is the Year of the Rat. According to Chinese astrology, the rat is the first sign of the 12 animals cycle and for this reason, 2020 is considered a year of new beginnings and economic renewal. We are entering a new era as phase-one of the ‘trade war’ has been ratified (pun intended).
According to Chinese philosophy, rats too like to lead. No one can deny that China’s leadership role is emerging as its economic might increases. China is the world’s second largest economy and it could become the biggest as soon as this year.
Vector Insights06 December 2019
The sky is not falling
by Brad Livingstone-Foggo, Head of Marketing - Australia
Read This NowThere seem to be a lot of industry pundits convinced that the sky is about to fall. ‘Late-cycle’ dominates market commentary. The reality is that timing the market is nothing short of impossible.
Vector Insights22 November 2019
Sustainable investors need to be on the front foot
by Arian Neiron, Managing Director and Head of Asia Pacific
Read This NowMore 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.