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Vector Insights22 October 2021
The top 5 of emerging markets
Arian Neiron, CEO & Managing Director - Asia Pacific
As the world grapples with two divergent economic blocs, countries with high vaccination rates emerging from COVID and those that will still face rising infections and rising COVID deaths, growth will remain muted. In its latest downward revision, the International Monetary Fund (IMF) highlights emerging Asia as a region in which growth will not be as high as initially predicted. Yet still, growth projections among emerging markets are higher than developed markets. Some of the best-managed economies are emerging markets and their equity markets have offered among the strongest returns this century. However, many investors are still apprehensive. Here are the top reasons investors should consider emerging markets, why we believe a ‘beyond the usual approach’ is best suited to these markets and how to access these approaches.
Vector Insights08 October 2021
The recent example of investors’ aversion to losses
by Brad Livingstone-Foggo, Head of Marketing - Australia
Read This NowBehavioural economists and psychologists have shown that because of our aversion to losses, humans have shunned investments where they would have benefited from strong long-term returns. The share market is an example of this. Compared to other asset classes, share ownership is lower, despite the superior long-term returns. Some economists have labelled this behaviour irrational and the actions of investors over the past few weeks has provided a demonstration of this.
Vector Insights24 September 2021
An overlooked benefit
by Michael Brown, Finance Director
Read This NowOne of the most overlooked advantages of an exchange traded fund (ETF) is something we cannot avoid, taxes.
Vector Insights23 September 2021
China Evergrande saga offers Beijing a golden opportunity to show it has a plan to deleverage and rebalance its economy
by MarketGrader Corp, Index provider
Read This NowChina’s government has been talking about deleveraging its economy to reduce systemic financial risks since at least 2015. The policies it has implemented to curb the country’s debt levels, however, have had mixed results at best. The Evergrande saga provides an opportunity
Vector Insights10 September 2021
The next big thing is never what you expect
by Arian Neiron, CEO & Managing Director - Asia Pacific
Read This NowBlockbuster did not see Netflix, they were more concerned about other DVD rental companies. Encyclopaedia Britannica did not see Wikipedia, they were more concerned about World Book. Likewise, Blackberry did not see Apple, they were more concerned with Nokia. In each of these examples, the existing market leader was more concerned about competitors offering similar goods and services. In each case the entire market was disrupted by a new technology few saw coming. The same is happening in Australian funds management today.