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.
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Bills, 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 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 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 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 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 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 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 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 MoreStagflation – Returning or Not?
In 1965, when the term was coined, the UK was heading toward a period of stagflation. VanEck’s Arian Neiron explains why there are fears we are now heading in the same direction.
Read MoreIt’s Not Always About Star Power
The difficulty for investors when looking for an active fund is determining if a fund is managed by a deep bench of stars that are skilful, not lucky. VanEck’s Arian Neiron explains why.
Read MoreValue Hasn’t Changed. Investing Has.
Arian Neiron from VanEck Investments looks at how active fund managers utilise ‘factors’ as a key part of their investment process to identify companies worthy of investment.
Read MoreAPRA May Put Brakes on Banks’ Run
An important consideration for Australian investors is the credit headwinds facing banks after APRA’s recent moves to protect borrowers from overextending themselves.
Read MoreThe Top 5 of Emerging Markets
Investors generally understand the importance emerging markets (EM) have had on our global economy, but this in not reflected in portfolios. Here are the top five reasons investors should consider EM.
Read MoreThe Great Value Rotation
The ‘value trade’ continues to do well as inflation concerns, whether you think it is transitory or real, point to rate rises and tapering of quantitative easing. VanEck’s Arian Neiron explains why.
Read MoreWhy Moats Matter
As VanEck’s Arian Neiron reports, the US stock market has inspired Australian investors to allocate funds to household names as well as diversify their portfolios to opportunities underrepresented in Australia.
Read MoreThe China Puzzle
The actions of authorities in China dominate headlines. However, Arian Neiron from VanEck writes, if the name of the country is not mentioned then many of the moves seem sensible.
Read MoreNavigating Reflations, Rotations and Recoveries
The current recovery in markets highlights the need for investors to have the necessary tools to manoeuvre portfolios to meet the challenges and idiosyncrasies of these markets.
Read MoreSometimes Facts Don’t Change Our Minds
We can all think of examples of confirmation bias in everyday life. It occurs in politics, business and sports. It is also rife in funds management.
Read MoreThe Global Megatrend Investors Can’t Ignore
With climate change now formally recognised, never has it been more important for investors to be vigilant, seek out the facts and avoid greenwashing.
Read MoreWelcome to the Energy Revolution
2020 will likely be pinpointed as the year where the groundswell of public demand, technological advancements and economic pressures culminated to reshape the global energy supply paradigm.
Read MoreQuality never goes out of style
Factors are identifiable, persistent drivers of risk and return. According to index provider MSCI, there are six main equity style factors: quality, size, value, momentum, dividend yield and volatility. Quality, in particular, has been receiving a lot of attention recently.
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