Putting 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.
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Stagflation – 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.
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Value 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.
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The 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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