The continued development of strategies to harvest factor returns in a low-cost manner has effectively raised the bar for many fundamental active managers who need to generate outperformance to justify their higher fees.
Vanguard Australia speaks with Ben Drury about Baillie Gifford's perspective on growth opportunities, the four profiles Baillie Gifford uses to categorise growth stocks, and how some of these growth stocks fared in 2020.
Did you know the Chinese e-commerce market is already larger than the US? Yash Patodia shares his thoughts on growth areas within emerging markets in Asia, the impact of COVID on the industry and more.
Tom Wilson, Senior Investment Specialist at Vanguard Australia discusses how factor-based strategies can be used to target specific portfolio attributes or outcomes to align with your client's investment goals.
In the current climate of global share market volatility, you may be looking for ways to reduce your clients' portfolio risk while ensuring they remain exposed to the growth opportunities offered by equities.
Credit markets are past the first phase of the crisis, the liquidity crunch, and now face the second phase: the economic fallout from the global shutdown. What does this mean for investors and what happens next?
Will maturity dull the growth outlook for businesses such as Facebook, Tencent (owned through Naspers) and Netflix? Might excess supply and growing competition for our time hurt their prospects? Which digital companies still have the greatest opportunities?
The traditional path for clients heading towards retirement is to place their portfolio into a more conservative position. However, given that we are all living longer, retiree portfolios can be more exposed to equity market volatility than perhaps they may have been in the past.
23 Apr 2020
read time3 min
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