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ETFs16 September 2021
Why moats matter
Arian Neiron, CEO & Managing Director - Asia Pacific
The stock market of the biggest economy in the world has both inspired Australian investors in allocating their wealth to household names such as Google, Facebook and Pfizer but also diversified their portfolios to the economic and sector opportunities underrepresented in Australia. Here we provide some insightful analysis for our popular US equity Morningstar Wide Moat ETF (MOAT) versus the US market capitalisation S&P 500 Index.
Gold15 September 2021
Miners remain on track despite gold’s rollercoaster ride
by Joe Foster, Portfolio Manager and Strategist
Read This NowDespite a wild ride, gold ended August almost unchanged from the end of July. Consolidation continues, but once it has run its course, we believe tail-risk drivers may drive gold to US$2,000 per ounce and beyond.
Emerging Markets15 September 2021
Emerging markets – growth cuts coming?
by Natalia Gurushina, Economist, Emerging Markets Fixed Income
Read This NowThe recent developments in China’s real estate sector raise questions about wider economic spillovers, not just in China but in wider emerging markets.
Emerging Markets14 September 2021
Solving emerging markets inflation surprises mystery
by Natalia Gurushina, Economist, Emerging Markets Fixed Income
Read This NowThe gap between inflation surprises in emerging markets and developed markets looks unusually wide. What’s behind it and are emerging markets about to catch up?
Vector Insights10 September 2021
The next big thing is never what you expect
by Arian Neiron, CEO & Managing Director - Asia Pacific
Read This NowBlockbuster did not see Netflix, they were more concerned about other DVD rental companies. Encyclopaedia Britannica did not see Wikipedia, they were more concerned about World Book. Likewise, Blackberry did not see Apple, they were more concerned with Nokia. In each of these examples, the existing market leader was more concerned about competitors offering similar goods and services. In each case the entire market was disrupted by a new technology few saw coming. The same is happening in Australian funds management today.
Vector Insights10 September 2021
Smart beta: the Adviser’s choice
by Arian Neiron, CEO & Managing Director - Asia Pacific
Read This NowEach year VanEck conducts the Australian Smart Beta Survey. This is its sixth year and over 540 financial advisers from around the country took part. The results are clear. More and more financial advisers are using smart beta to replace active managers. Advisers that use smart beta are satisfied with its construct and performance. The rise of smart beta is happening in Australia right now.
China03 September 2021
Read This NowRecent edicts by the government of China have had ramifications on Chinese stocks, particularly those Chinese companies not listed on the China mainland. Despite this, smart money investors remain bullish on the country and see recent price weakness as an opportunity.