China Ready to Roar
The Chinese COVID restrictions removal and reopening, along with the easing of the country’s tensions with our own, have created an opportunity for Australian investors.
Read MoreEtfs
Hawkish 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 MoreWhat China’s Reopening Means for Markets
With recession clouds forming over the US and Europe, and slowing economic growth forecast across many parts of the world, Chinese equities could be the place to be in ‘23.
Read MoreGold: The portfolio standard
Gold has been used to store and grow wealth for centuries, gave rise to the concept of currency and its popularity continues among investors – in 2023 it could make a comeback.
Read MoreThe Powerful Potential of Uranium
Despite expected growth in nuclear power, and a correlative increase in uranium demand, gaining exposure to this commodity sometimes proves difficult.
Read MoreSlowing Economic Growth and Three Sectors Set to Benefit
What a year 2022 has been – as the year draws to a close and fears of a global recession continue to climb, many are wondering what 2023 might have in store.
Read MoreWhy the World Can’t Cope without Copper
Global X Australia seeks to shed some light on copper – the demand for which has tripled over the past 50 years – by answering six questions it sees as key.
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 MoreValue Investing: Back with a “bang”
The MSCI World Value Index shot up 10.28% in October 2022, beating its growth counterpart by over 5%, while the S&P Small Cap 600 Value Index rose over 15%.
Read MoreGreen Metals: The key to unlocking clean energy
Companies that specialise in producing elements such as copper, lithium, aluminium, nickel, zinc and rare earths are strongly positioned to benefit from the energy transition.
Read MoreQuality Comes in Small Packages
The Fed is bracing for a ‘soft-ish landing’, but markets fear the opposite. Shifting portfolios to meet the challenges and idiosyncrasies of these capital markets is no easy feat.
Read MoreTo Hedge or Not to Hedge
The decision to hedge your global equity portfolio can impact your investment over the shorter term, but data shows that currency impact over the long term is negligible.
Read MoreMaking Sense of the Merge: What’s Next for Ethereum
Global X looks at “The Merge” and why its importance cannot be underestimated as it alters the sustainability, scalability, security and decentralisation of Ethereum.
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 MoreThree Reasons to Stay the Course
Markets have moved with such velocity in both directions since the COVID outbreak began it has been tough for investors to adjust with so much conflicting information being circulated.
Read MoreGame On: Why esports and gaming can take it to the next level
VanEck’s Alice Shen looks at the esports and gaming sector, one of the world’s fastest growing industries with an estimated 3.2 billion users and projected earnings in the hundreds of billions.
Read MoreBanks in a Bind
The rising rate environment is problematic for Australian banks – if the negative trend in property prices continues, and if the NZ experience is any guide, bank loan growth should slow.
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 MorePositioning for a Hard Landing
As inflation continues to run hot, investors can look to insulate their portfolios by pursuing opportunities in the healthcare sector as well as by investing in ‘quality’ companies.
Read MoreChina Reopening Play: Australian resources
VanEck’s Cameron McCormack explains why, as global equities continue to face challenges, investors may want to look to a more positive global story – the potential reopening of China.
Read MoreBanks May Be Weighing on Your Portfolio
Factor-based ETFs combine the best aspects of active and passive management to deliver a targeted investment outcome while retaining transparency, liquidity and ease of trading for investors.
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 MoreWhy the FANGs Are Primed to Win the Metaverse
Despite becoming one of the hottest investment topics, the metaverse has left many investors bemused, wondering what it is and where the investment opportunity may be.
Read MoreBanks Losing Interest
As VanEck’s Russel Chesler writes, with the rising rate environment setting in and a subdued economic outlook, the big four banks’ margins could see continued deterioration.
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 MorePutting Clothes on the Emperor
In times of rising market volatility, VanEck’s Arian Neiron explains how passive index-related funds might be an option for those who want to take some of the uncertainty out of investing.
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 MoreShould Investors Allocate to Cryptocurrencies Like Bitcoin and Ethereum?
Fred Pye, CEO and Chairman of digital asset manager 3iQ, discusses the future of cryptocurrencies and the launch of two crypto ETFs in Australia based on Ethereum and Bitcoin.
Read MoreInfrastructure Advances in a High-Inflation Environment
2022 has not been the best year for equity investors thus far, with rising rates leading to company valuation re-rating, compounded by the uncertainty of debt serviceability.
Read MoreGold – Hedge or Not?
In response to investor interest in how best to access gold and gold miners, Cameron McCormack explains why VanEck believes an unhedged exposure is the best way to do so.
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 MoreLicence to Yield
As bond prices fall, yields rise. But, with ‘yield’ quoted in many ways, what are investors actually getting? VanEck’s Russel Chesler helps untangle this unusually tricky topic.
Read MoreHow Bitcoin Mining Works
Mining is one of the most complex components of bitcoin, but it is arguably the most important. ETF Securities provides a thorough rundown of what’s involved in the process.
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