The Case of the Overlooked Asset Class
The lure of growth has attracted local investors to Australian small caps, yet the performance of the asset class is a mystery.
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What’s in a Name? Watch your 1s and 2s
VanEck’s Cameron McCormack looks at why Australian investors love their bank hybrids, which sit between shares and bonds in a bank’s capital structure.
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 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 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 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 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 – 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 MoreThe Quality Wizard of Oz
Buying ‘quality’ companies seems an intuitively straightforward path to investment success. However, as VanEck’s Cameron McCormack writes, this is often easier said than done.
Read MoreInvesting through the Seasons
Four identifiable stages make up the economic cycle: expansion, slowdown, contraction and recovery. Cameron McCormack from VanEck looks at each in an investment context.
Read MoreAustralian Resource Companies Well Positioned in 2022
Geopolitical turmoil and demand from China are tailwinds for Australian resource companies, pushing commodity prices higher. VanEck’s Cameron McCormack with more.
Read MoreRelying on Outdated Perceptions: Big mistake. Huge
The reality is private equity investing is not the ‘baddie’ Hollywood has simplistically fashioned over the years. It’s the ‘goodie’. VanEck’s Cameron McCormack explains why.
Read MoreDividend Stocks Beyond Australian Blue Chips
2020 was a difficult year for yield chasing investors as dividends for large cap stocks fell 60% on average. Smaller-cap stocks, however, as VanEck’s Cameron McCormack reports, fared better.
Read MoreFinding the Pawns that Will Become Queens
Every large company was once a small company. The hard part is to identify those small companies that will grow to be large ones. Cameron McCormack from VanEck Investments has some insights how to do so.
Read MoreDon’t Overpay for Value
There are a few methods savvy investors utilise to avoid ‘value traps’. Cameron McCormack from VanEck Investments explains what they are.
Read MoreCurrency Hedging – What to Consider
When investors choose to invest internationally, they also need to consider the implications of movements in the Australian dollar relative to the associated foreign currency exposure.
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