Global Healthcare in Good Stead
Daniel O’Connell explains why VanEck thinks the current environment bodes well for healthcare, which is considered a defensive sector.
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Oz Banks Remain Under Pressure and a Worry for Investors
Westpac, ANZ and NAB recently announced their results, while CBA gave its third quarter trading update – the market’s reaction has been swift.
Read MoreThe Attraction to Quality in International Investing
International investing inspires Australian investors to allocate their wealth to household names such as Google and Apple, while also diversifying their portfolios.
Read MoreGold Payday on Fed’s Gamble
Consistently meeting expectations is an important driver of what VanEck’s Joe Foster expects will eventually be a rerating of gold equities.
Read MoreA Haven from Developed Markets Financial Follies
While not immune to the present turmoil, it seems a good number of emerging markets – unlike developed markets’ central banks – have learned the lessons of the past.
Read MoreBanking on Quality
As the Fed navigates inflation and, now, a stable banking system, its chance of a soft landing is getting slimmer, therefore positioning portfolios for a US recession may be prudent risk management.
Read MoreThe Precious Metal Regains its Lustre
As banking turmoil has been unleashed across two continents, investors have been piling into gold and gold equities again as a safe haven option amid the current market uncertainty.
Read MoreGold M&A a Bright Spot Amid Volatility
The increasing debt burden, combined with a slow economy and elevated inflation, make for an uncertain outlook that should be supportive of gold prices in 2023 and longer term.
Read MoreWhat Investors Need Understand about the S&P/ASX200
12 months on from the market consolidation of BHP and funds that track the largest Australian companies may not be delivering the diversification objective investors target.
Read MoreWill Investors Follow Central Banks into Gold?
Despite the strong monthly gains, gold equities continue to be undervalued relative to the metal and VanEck expects this to result in their continued outperformance this year.
Read MoreHawkish Fed, Sluggish Dollar, and a China Gold Bug
Recent global bullion ETF outflows have now stopped, and while a stronger catalyst is needed to prompt inflows, at least the selling pressure has abated as we enter 2023.
Read MoreGlimmer of Hope for Gold’s Rebound
Historically, physical demand for gold picks up in Asia and the Middle East when the gold price is weak, with the current low no exception as buyers sense a bargain.
Read MoreMoats, Goats and Dividends
Moat investing, popularised by Warren Buffett, regards the castle as the business and the moat as its competitive advantage: the wider the moat, the better.
Read MoreA New Energy Crisis
The inflation rate in Australia is 6.1% and is calculated by the ABS every quarter. It will come as no surprise to anyone buying goods and services that prices have gone up.
Read MoreGold and Gold Stocks Oversold
Gold and gold stocks are oversold, though small inflows into the gold bullion backed ETFs in the last days of July and early August may be signalling an end to persistent outflows.
Read MoreGold Miners Battle Great Expectations
Joe Foster from VanEck takes a look at the current state of the gold market, how the yellow metal has performed historically in times of rising rates and what’s in store this time around.
Read MoreExpert’s Choice: Two mistakes in uncertain times
Behavioural economists have shown that people do not make good decisions in times of uncertainty. Brad Livingstone-Foggo from VanEck takes a closer look at this phenomenon.
Read MoreBonds: The cool kids again
A year ago, investors were questioning the prudence of the 60-40 blend and no one was predicting an increased allocation to bonds, but here we are. Bonds are cool again.
Read MoreFinding Superstar Players
Fund managers that are able to demonstrate expertise and idiosyncratic outperformance have shone in 2022, while many others have been slow to adapt to a new regime.
Read MoreStrong Dollar Grounds Gold Despite Soaring Inflation
Joe Foster from VanEck takes us on an in-depth look at the gold market in light of the myriad current economic and geopolitical factors at play.
Read MoreGold Bull(ion)
Gold mining stocks, along with the gold price, have been rising recently as inflation and political instability weigh investors’ considerations. VanEck looks at whether or not this can continue.
Read MoreGreed and Fear
Emerging markets investing has always been risky. And yet, as VanEck Investments explains here, avoiding them means missing potential opportunities and diversification benefits.
Read MoreMania Clouds Risk Despite Gold Merger Bright Spot
VanEck’s Joe Foster believes that, while the risks inherent to a Fed tightening cycle will eventually drive gold prices higher, markets are currently in a euphoria where complacency reigns and risks are ignored.
Read MoreThe Recent Example of Investors’ Aversion to Losses
There are four behaviours, biases or theories that behavioural economists have uncovered that explain Western investors’ retreat from China equities over the past month despite the strong returns of the index.
Read MoreMiners on Track Despite Gold’s Rollercoaster Ride
Despite a wild ride, gold ended August almost unchanged from the end of July. Once this consolidation has run its course, Joe Foster from VanEck believes tail-risk drivers may drive gold through US$2,000 per ounce.
Read MoreFed’s Inconclusive Vision Keeps Gold in Sight
Joe Foster from VanEck Investments takes us on a deep dive into the current state of the gold market and where it sits in the context of recent inflationary pressures.
Read MoreGoldilocks Learns an Investment Lesson
While aiming straight down the middle has its advantages, investors sometimes need to be more nimble. Brad Livingstone-Foggo from VanEck Investments explains why.
Read MoreGold Heats Up on Warming Inflation
With inflation a credible risk for the first time in three decades, VanEck’s Joe Foster has a look into what this might mean for the yellow metal over the rest of 2021 and beyond.
Read MoreGold Miners React and Ready for More
Joe Foster from VanEck Investments digs deep into the current elements at play in the gold space and how they have spilled over into other mining and resource sectors.
Read MoreThe Next Golden Opportunity
Gold stocks have underperformed other asset classes since the start of the year, weighed down by elevated US Treasury yields and a stronger dollar. VanEck Investments with more.
Read MoreDavids to Complement Goliaths
Australian investors are often attracted to Australian small companies because of their historical long term outperformance above large companies. A similar history of long-term outperformance also applies for international small-cap stocks.
Read MoreRecovering Foundations for Infrastructure
Demand for digital infrastructure and recent commitments from governments around the world have once again piqued investor interest for infrastructure.
Read MoreDividend Yields Expected to Increase in 2021
2020 will always be remembered as the year of COVID-19 and lockdowns: a rollercoaster ride for anyone monitoring their investments, a nightmare scenario for anyone relying on dividend income.
Read MoreThe lesson investors should heed from 2020
Markets have moved with such speed and velocity in both directions since the beginning of the coronavirus outbreak it has been difficult for investors to adjust with so much information and misinformation being circulated.
Read MoreThe rhyme of history
The rhymes between today’s equity markets and the markets back in 1999 have been drawn by a number of industry pundits over recent weeks.
Read MoreDragon Rising
Markets are testing the constitutions of even the most prudent investors, however now may be the time to incorporate some China A-shares exposure into portfolios.
Read MoreNot all real estate is the same
Diversification is important when investing in Australian real estate investment trusts (A-REITs). Different subsectors of the A-REIT market perform differently. This has been particularly borne out since March this year when COVID-19 hit.
Read MoreBeyond vaccines
Trying to pick the winner of the COVID-19 vaccine race is as difficult as picking a winner during the spring carnival.
Read MoreWhen you play the game of thrones …
Which is a better investment, Riverrun or Winterfell?
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