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Vector Insights19 July 2019
It's got to be bonds
Russel Chesler, Director, Investments & Portfolio Strategy
The current low interest rate environment means that term deposits, cash funds and cash management accounts are offering little in terms of yield. This is forcing yield-seeking investors up the risk curve – often into the unknown world of bonds. Bonds are hard to understand and difficult to explain. We try to clear up a few things here.
Vector Insights05 July 2019
Pure skill vs pure luck
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowIn his bestseller Start with Why, Simon Sinek writes a small passage about his friend who invests in the stock market. When he does well it is because of his brains and ability to pick the right stocks. When he loses money, he blames the market. Both statements are valid, success or failure can be due to either skill or the fortune of the market. Untangling an investment manager’s skill from the market is becoming easier to identify.
Vector Insights21 June 2019
ESG investors reap improved returns
by Arian Neiron, Managing Director and Head of Asia Pacific
Read This NowIncorporating responsible investing and environmental, social and governance (ESG) considerations into your portfolio can help to make the world a better place, no doubt about it. But evidence is mounting too that it can improve investment returns, delivering a double blessing to investors with a conscience.
Vector Insights07 June 2019
Looking into the crystal ball
by Arian Neiron, Managing Director and Head of Asia Pacific
Read This NowSeveral factors are combining to create the perfect storm for many fund managers – not just in Australia, but around the world. VanEck predicts a shakeup of the Australian funds management industry with three inevitable outcomes.
Vector Insights23 May 2019
Being smart-er with beta
by Arian Neiron, Managing Director and Head of Asia Pacific
Read This NowA flood of money has rushed into smart beta ETFs in recent years, which now hold a total of US$800 billion in assets globally as of year-end 2018, according to Morningstar data. This represents a growth rate of roughly 30% per year since 2012. The challenge for investors is to do it smarter.