Investing Intelligently Internationally
Q: How would Benjamin Graham, the author of The Intelligent Investor, invest internationally? A: With Quality factors. VanEck’s Arian Neiron explains why.
Read MoreEtfs
The Case of the Overlooked Asset Class
The lure of growth has attracted local investors to Australian small caps, yet the performance of the asset class is a mystery.
Read MoreGlobal Healthcare in Good Stead
Daniel O’Connell explains why VanEck thinks the current environment bodes well for healthcare, which is considered a defensive sector.
Read MoreGaming Growth and the First Esports Olympics
Esports have entered the mainstream, with the IOC this month releasing details of the inaugural Olympic Esports Week in Singapore during June.
Read MoreSemiconductor Thematics Leading the Way
In this month’s Next Big Theme, Global X examines all the developments across thematics such as internet of things, green metals, AI and more.
Read MoreBills, Bonds and Volatility
VanEck’s Arian Neiron looks at why smart investors are turning to safe haven assets like short-term US treasury securities to counter volatility.
Read MoreWhat’s in a Name? Watch your 1s and 2s
VanEck’s Cameron McCormack looks at why Australian investors love their bank hybrids, which sit between shares and bonds in a bank’s capital structure.
Read MoreOz 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 MoreUranium and Nuclear Energy: Friend or Foe?
Nuclear energy can be a tricky topic to navigate from an environmental and social impact perspective, so it pays to know the answer to a few key questions before you start investing.
Read MoreThe Big Skew
Arian Neiron and Brad Livingstone-Foggo from VanEck explain why they believe that, in any recovery, the statistical term “skew” is worth knowing.
Read MoreAI Innovation to Generate New Age of Opportunity
As generative AI matures, Global X expects cloud computing, cybersecurity, and digital media to receive strong boosts, allowing leading platforms in these arenas to solidify their positioning.
Read MoreThe Game is On
Video games can be lucrative – as Alice Shen reports, so far in 2023 the companies that make up VanEck Video Gaming and Esports ETF (ESPO) have had a winning start.
Read MoreGold Responds in March
The performance of gold and gold stocks in the current chaotic environment reaffirmed VanEck’s belief in its role as a safe haven investment and legitimate form of portfolio insurance.
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 MoreBitcoin Mining Set To Turn Greener
Adopting renewable energy sources into the Bitcoin mining process is a trend that is likely to accelerate, eventually resulting in a decrease in the network’s carbon footprint.
Read MoreSix Thematic Investing Ideas From AI to EVs
In this month’s Next Big Theme, Global X has read between the lines of all things AI as well as exploring healthcare accessibility, electric vehicle adoption in the US and cybersecurity.
Read MoreThree Factors Affecting Copper Supply and Demand
When it comes to clean energy, copper is everywhere. Despite this, most experts agree that copper supply will fall short of 2050 net-zero targets. So, what’s going on?
Read MoreUpdate on China’s “Two Sessions”
China’s National Party Congress meeting, or “Two Sessions”, were concluded recently, during which the economic growth target and various policies were set for the year.
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 MoreTaking Your Portfolio for a ‘Service’
Fears of broader financial sector breakdown look to have abated, but that doesn’t mean the demise of Silicon Valley Bank won’t have serious implications for markets around the world.
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 MoreSix Quick Updates on Global Nuclear Power Growth
Global X provides some recent updates from around the world on nuclear power, a key technology in the global transition from fossil-fuels to net-zero carbon emissions by 2050.
Read MoreSix Investment Trends With Great Growth Potential
With a number of big themes starting to rotate back into a growth phase, Global X looks at some of the most impactful narratives and promising thematics emerging across the globe.
Read MoreBank on Australian Bank Capital
VanEck’s Arian Neiron takes a detailed look at an underappreciated bank issue that is garnering investor interest in the current market environment – subordinated debt.
Read MoreChina: The dragon fires up
The case for investing in China’s reopening is compelling, but it may be volatile. VanEck’s Alice Shen suggests some ways investors can access the current opportunity.
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 MoreBattery Tech Powers Demand for Lithium
Global X expects the growth of battery technologies, particularly those in the mobility space, to continue to create compelling opportunities for lithium and the battery tech industry.
Read MoreManaging Australian Banks in Portfolios
VanEck’s Arian Neiron looks at how Australian banks are entering a period of uncertainty in the face of an economic slowdown, higher rates and a declining property market.
Read MoreNine Common Crypto Questions Answered
On the topic of all things crypto, Global X has compiled a few of the most common questions encountered when discussing digital assets, blockchain and related technologies.
Read More10 Critical Metals of Clean Energy
Global X looks forward and answers questions concerning the current supply and demand dynamics of clean metals as the world rapidly transitions towards a greener economy.
Read MoreRebuilding 60/40 Portfolios with Smarter Alternatives
A portfolio of 60% growth assets and 40% defensive assets has long been a classic for investors who want a balanced mix of income and growth – but it might need a rethink.
Read MoreSix Top Investment Themes for 2023
With every new year, comes new developments and opportunities – so, from the Metaverse to healthcare innovation, Global X has identified six thematic trends to start off the year.
Read MoreBeyond the Benchmark
Many market indices, including some of the major ones, were not initially designed for investment purposes, but rather to provide an update or a health check of the market.
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