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Arian Neiron

Arian Neiron is CEO & Managing Director, Asia Pacific, at VanEck. Prior to joining VanEck, Arian was a partner at boutique asset management advisory firm Sunstone Partners and was previously at Perpetual Investments, Credit Suisse and MLC.

Etfs / Funds / Markets

Putting Clothes on the Emperor

June 16, 2022June 16, 2022 - by Arian Neiron

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.

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ESG / Etfs / Funds / Markets

Altering Carbon

June 6, 2022June 6, 2022 - by Arian Neiron

Increasing levels of CO2 in the atmosphere is the leading cause of the Earth’s rising temperature. As VanEck’s Arian Neiron writes, carbon pricing is how governments are responding.

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Economics / Funds / Markets

Stagflation – Returning or Not?

April 5, 2022April 5, 2022 - by Arian Neiron

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.

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Etfs / Funds / Markets

It’s Not Always About Star Power

February 24, 2022February 24, 2022 - by Arian Neiron

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.

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Etfs / Funds / Markets / Shares

The Too Big Australian

February 8, 2022February 9, 2022 - by Arian Neiron

BHP now makes up over 11% of the S&P/ASX 200, up from just under 7% at the start of January. Arian Neiron from VanEck looks at what this means for active and passive investors.

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Funds / Markets

Value Hasn’t Changed. Investing Has.

January 24, 2022January 24, 2022 - by Arian Neiron

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.

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Funds / Markets

APRA May Put Brakes on Banks’ Run

November 3, 2021November 3, 2021 - by Arian Neiron

An important consideration for Australian investors is the credit headwinds facing banks after APRA’s recent moves to protect borrowers from overextending themselves.

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Etfs / Funds / Markets

The Top 5 of Emerging Markets

October 28, 2021October 28, 2021 - by Arian Neiron

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.

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Etfs / Funds / Markets

The Great Value Rotation

October 14, 2021October 14, 2021 - by Arian Neiron

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.

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Etfs / Funds / Markets

Why Moats Matter

September 27, 2021September 27, 2021 - by Arian Neiron

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.

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ESG / Etfs / Funds / Markets

Oils Ain’t Oils and Hydrogen Ain’t Hydrogen

September 7, 2021September 7, 2021 - by Arian Neiron

As the world transitions to infinite clean energy away from fossil fuels, it’s important for investors to have exposure to a diversified portfolio of clean energy producers and businesses supplying the sector.

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ESG / Etfs / Funds / Markets

Three Steps to Finding an ESG Fund

August 30, 2021August 30, 2021 - by Arian Neiron

With more funds being offered with terms like ‘sustainable’ and ‘ESG’ in their name, VanEck’s Arian Neiron has a simple checklist that allows investors to determine how ‘green’ a product really is.

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Etfs / Funds / Markets

The China Puzzle

August 5, 2021August 5, 2021 - by Arian Neiron

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.

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Etfs / Funds / Markets

Navigating Reflations, Rotations and Recoveries

May 24, 2021May 24, 2021 - by Arian Neiron

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.

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Etfs / Funds / Markets

Sometimes Facts Don’t Change Our Minds

May 12, 2021May 13, 2021 - by Arian Neiron

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.

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Funds / Markets

The Global Megatrend Investors Can’t Ignore

March 29, 2021March 29, 2021 - by Arian Neiron

With climate change now formally recognised, never has it been more important for investors to be vigilant, seek out the facts and avoid greenwashing.

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Commodities / Funds / Markets

Welcome to the Energy Revolution

March 3, 2021March 3, 2021 - by Arian Neiron

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.

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Etfs / Funds

Quality never goes out of style

September 8, 2020 - by Arian Neiron

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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  • Beijing Looks Set to Extend NEV Subsidies
  • Biotech, Down but Absolutely Not Out
  • The Week that Was – June 20-24, 2022
  • The Plunge in Shares & Flow on to Super
  • Tough Week for Some Local Gold Producers
  • Fear of Hanging On and Quasimodo’s Dream
  • TPG – Macquarie rates the stock as Outperform
  • MTS – UBS rates the stock as Buy

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DOWNLOAD RESEARCH REPORT

4Q reveals more focus on profit and cash flow

• LBY’s 4Q FY22 quarterly activities update showed continued solid growth in top line metrics, albeit slowing, with GMV of NZ$203m (+26% on pcp) and income of NZ$12.1m (+23% on pcp).
• Net Transaction Margin (NTM) disappointed at -0.5%, due to further increase in credit losses from 4.0% to 4.9% of GMV. However, new fraud and credit risk management tools have seen losses recover materially with NTM back to 1.2% in March and LBY is confident of further recovery in coming months.

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    Signs MOU with Ford Company – Kachi is now sold out!

    Lake Resources (LKE. ASX) – LKE has signed two non-binding MOU’s in the space of 10 days. Ford Company (Ford) has signed an MOU for ~25,000t/year and last week Hanwa, a Japanese commodity trader signed a MOU for up to 25,000t/year. Subject to execution, this is an amazing feat as Ford and Hanwa are prepared to enter into longer-term strategic partnerships with LKE. Commercial negotiations are still ongoing but are expected, especially if Ford & Hanwa inject new equity into LKE, to further de-risk the project financing & thus ensure LKE and Kachi are fully funded.

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      Strategic Vanadium-battery growth with Titanium & Iron earnings resiliency

      TNG Ltd is an ASX-listed technology owner and developer of the world-class Mount Peake near-surface vanadiferous titanomagnetite deposit. To unlock value, TNG will concentrate ore from its central Northern Territory mine for processing through its patented TIVAN® process produce three premium quality revenue streams: hi-purity vanadium pentoxide (V2O5) for steel alloys and Vanadium Redox Flow batteries, a quality titanium pigment for paints and a premium steel input with >64%Fe iron ore fines.

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        Promising exploration and development update while SOP prices continue to rise

        Two recent gravity surveys have considerably exceeded expectations and revealed potential for extensions to the existing MRE at Lake Throssell, plus a material growth opportunity at Lake Yeo. This reinforces the potential for a multi-decade, Tier-1 SOP production hub based around Lake Throssell.

        TMG is currently completing work towards the PFS due early 2023, including drilling to start in Q3 2022, evaporation trials and permitting activities. Results from these programs will support the PFS and any future resource upgrade.

        Benchmark SOP prices have risen to ~US$940/t due to recent geopolitical developments. The Oct 2021 Scoping Study assumed a SOP price of US$550/t and contained a sensitivity analysis showing every 10% increase in price drives a +$144m increase in the project NPV of $364m. The c.70% increase above the Scoping Study thus implies a project NPV of ~$1.4bn.

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          Biopharmas Hit, but Buying Opportunities Created

          The news being reported about the performance of biotechnology has been dour, to say the least, for some time now. Those dour articles have been deserved with the iShares Biotechnology Exchange-Traded Fund down 25% and the SPDR® S&P® Biotech ETF is down 45% from their highs. However, those articles are backward-looking, and successful investors need to be looking forward.

          Recently, however, an article in Nature Reviews Drug Discovery caught our eye which we believe should point the way forward for the vast majority of Australian biotechnology investors. This article indicates that, at least, two companies, Antisense Therapeutics (ANP) and Kazia Therapeutics (KZA), are right in the sweet spot in terms of the future of drug development.

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            Biopharmas Hit, but Buying Opportunities Created

            The news being reported about the performance of biotechnology has been dour, to say the least, for some time now. Those dour articles have been deserved with the iShares Biotechnology Exchange-Traded Fund down 25% and the SPDR® S&P® Biotech ETF is down 45% from their highs. However, those articles are backward-looking, and successful investors need to be looking forward.

            Recently, however, an article in Nature Reviews Drug Discovery caught our eye which we believe should point the way forward for the vast majority of Australian biotechnology investors. This article indicates that, at least, two companies, Antisense Therapeutics (ANP) and Kazia Therapeutics (KZA), are right in the sweet spot in terms of the future of drug development.

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              Coal prices up, debt down – It’s payback time

              Strong 1H22 but the real story unfolds in 2H22.

              TerraCom made two announcements to the ASX on the 28th February – the first was their 2021 Half Year 2021 result which indicated that TER continues to report strong operating metrics as well as enjoying buoyant thermal coal markets which is allowing them to pay down debt at an accelerated pace.

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                Hitting goals – Making four material announcements

                We initiated on Magnis Energy Technologies (MNS.ASX) in December 2021 and since then, MNS has made four material announcements. Firstly; a conditional offtake contract for 600,000t of graphite concentrate from the Tanzanian Nachu Project (net 100%) was signed with Traxys, a global
                commodities merchant with annual revenue of ~US$6Bn; secondly; semi autonomous production has started at battery gigafactory iM3NY, thirdly;
                exciting Extra Fast Charge battery tests were reported and most recently, the game changing launch of the Lithium Slim Energy Reserve battery platform, which supports C4V’s growing EFC capability.

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                  Increasing our Target

                  Despite the lower realised oil and gas price, which fell by 5.4% and 19.7% respectively in August, Calima managed to show improvement in its key business metrics.

                  We expect higher production in November due to the contribution by the new Thorsby wells which will be drilled in August/September which will see Calima meet its 2021 production guidance of 4,500 boe/d.

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                    Emerging Financial Wealth Advisory Group

                    WT Financial Group Limited (WTL) is a growing diversified financial services company, founded in 2010 and listed on the Australian Stock Exchange (ASX) in 2015. Its advice and product offerings are delivered primarily through a group of independent financial advisers operating as authorised representatives of WTL under its Wealth Today Pty Ltd (Wealth Today) and Sentry Group Pty Ltd (Sentry Group) dealer group operations. It has around 275 advisers across more than 200 financial advice practices Australia-wide. It also operates a direct-to-consumer operation under its Spring Financial Group brand.

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                      Immutep Taking the Fight to Cancer

                      In May 2021, Corporate Connect analyst Marc Sinatra published a comprehensive research report on ASX-listed biotech Immutep Ltd (ASX: IMM). So impressed was he with IMM that Corporate Connect felt it imperative that a follow-up report be released placing a valuation on the company, because the market was not seeing the vast potential of eftilagimod alpha (efti).

                      This follow-up report has been released today. Using comparables, after adding cash back to their EV estimate and dividing by the total number of issued shares, Corporate Connect now places the fair value of an Immutep share at $A2.20.

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                        Phillips 66 to acquire 16% in NVX – 12-month target price rises 7% through project de-risking

                        Phillips 66 (PSX) has entered into an agreement with NVX to acquire 77.9m new shares for US$150m (A$203m). PSX is the worlds largest producer of speciality petroleum coke a precursor for battery grade synthetic graphite anode materials found with an Enterprise Value of US$47.5Bn and assets of US$57Bn.

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                          Market leading lifelong learning platform technology company in Australia and SE Asia

                          PayGroup (PYG) delivers multi-country BPO services and cloud SaaS HCM solutions, assisting companies to manage employees in multiple, complex jurisdictions. The company has many growth opportunities, including new clients, new jurisdictions, new products, partner expansion, and new revenue sources. PYG’s scalable business model allows operating leverage and with savings from in-housing third party technology, support margin expansion.

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                            Market leading lifelong learning platform technology company in Australia and SE Asia

                            OpenLearning (OLL) is a higher education technology company that operates a scalable online learning platform through a software-as-a-service (SaaS) business model and provides a global marketplace of high quality courses for learners of all levels. Its primary customers are education providers based in Australia and South-East Asia (primarily Malaysia). OLL started operations in Australia in 2012 and expanded to Malaysia in 2015, Singapore in 2018, and recently also Indonesia.

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