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Etfs

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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Etfs / Funds / Markets

Finding Superstar Players

June 14, 2022June 14, 2022 - by VanEck Investments

Fund managers that are able to demonstrate expertise and idiosyncratic outperformance have shone in 2022, while many others have been slow to adapt to a new regime.

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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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Cryptocurrencies / Etfs / Markets / Technology / Video

Should Investors Allocate to Cryptocurrencies Like Bitcoin and Ethereum?

May 30, 2022May 30, 2022 - by Staff Writers

Fred Pye, CEO and Chairman of digital asset manager 3iQ, discusses the future of cryptocurrencies and the launch of two crypto ETFs in Australia based on Ethereum and Bitcoin.

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Etfs / Funds / Markets

Infrastructure Advances in a High-Inflation Environment

May 26, 2022May 27, 2022 - by Alice Shen

2022 has not been the best year for equity investors thus far, with rising rates leading to company valuation re-rating, compounded by the uncertainty of debt serviceability.

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Commodities / Etfs / Funds / Markets

Gold – Hedge or Not?

May 25, 2022May 25, 2022 - by Cameron McCormack

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.

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Commodities / Etfs / Funds / Markets

Strong Dollar Grounds Gold Despite Soaring Inflation

May 20, 2022 - by VanEck Investments

Joe Foster from VanEck takes us on an in-depth look at the gold market in light of the myriad current economic and geopolitical factors at play.

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Etfs / Markets

Licence to Yield

May 19, 2022May 19, 2022 - by Russel Chesler

As bond prices fall, yields rise. But, with ‘yield’ quoted in many ways, what are investors actually getting? VanEck’s Russel Chesler helps untangle this unusually tricky topic.

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Cryptocurrencies / Etfs / Funds / Markets / Technology

How Bitcoin Mining Works

May 17, 2022May 17, 2022 - by Etf Securities

Mining is one of the most complex components of bitcoin, but it is arguably the most important. ETF Securities provides a thorough rundown of what’s involved in the process.

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Etfs / Funds / Markets

Demand for Gold Grows as Investors Seek a Safe Haven

May 9, 2022May 9, 2022 - by Etf Securities

Investors are witnessing a decoupling of the relationship between gold’s fair value and US real yields, as concerns over the Ukraine and inflation promote its safe haven status.

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Etfs / Fixed Interest / Funds / Markets

Bonds Are Not Forever

May 2, 2022May 4, 2022 - by Russel Chesler

With a view that interest rates will continue to rise in developed markets, bonds face headwinds. Where in the world do bond investors go? The developed world is not enough.

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Etfs / Funds / Markets

The Quality Wizard of Oz

April 21, 2022April 21, 2022 - by Cameron McCormack

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.

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Etfs / Funds / Markets

Resources Revolution

April 14, 2022May 4, 2022 - by Russel Chesler

The sharp rebound in raw materials prices sparked inflationary pressures and the Ukraine/Russia conflict has provided a solid floor for global resources and commodities to rally.

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Etfs / Funds / Markets

Investing through the Seasons

March 24, 2022March 24, 2022 - by Cameron McCormack

Four identifiable stages make up the economic cycle: expansion, slowdown, contraction and recovery. Cameron McCormack from VanEck looks at each in an investment context.

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Etfs / Markets

Australian Resource Companies Well Positioned in 2022

March 16, 2022March 24, 2022 - by Cameron McCormack

Geopolitical turmoil and demand from China are tailwinds for Australian resource companies, pushing commodity prices higher. VanEck’s Cameron McCormack with more.

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Commodities / Etfs / Funds / Markets

Palladium and Platinum Rally on Russia

March 15, 2022March 15, 2022 - by Etf Securities

As Russia’s war in Ukraine continues, ETF Securities looks as what might happen in commodities markets such as palladium and platinum, where Russia is a crucial player.

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Commodities / Etfs / Funds / Markets

Gold Bull(ion)

March 7, 2022March 7, 2022 - by VanEck Investments

Gold mining stocks, along with the gold price, have been rising recently as inflation and political instability weigh investors’ considerations. VanEck looks at whether or not this can continue.

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Etfs / Funds / Markets

The FANGs: A screaming bargain?

March 7, 2022 - by Etf Securities

As investors fear the good times are over for the FANGMANT, those willing to take a risk may consider buying the dip. ETF Securities explains why.

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Commodities / Etfs / Funds / Markets / Shares

Inflation and Ukraine Crisis Support Gold

March 3, 2022March 4, 2022 - by Etf Securities

Having been challenged by surging stock markets, higher rates and even crypto over the past couple of years, Kanish Chugh from ETF Securities suggests things could be looking up for gold.

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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

Time for Dividend Stocks to Shine?

February 22, 2022February 22, 2022 - by Russell Investments

Global equities have started 2022 with a very different backdrop compared to the previous few years, as the magnitude and speed of interest rate hikes is digested by markets.

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Etfs / Funds / Markets / Technology

Megatrends Continue Supporting Semiconductors

February 17, 2022February 17, 2022 - by Etf Securities

Threatened with higher discount rates as inflation rises, investors are wondering if they should reposition their portfolios this year. ETF Securities looks at semiconductors in this context.

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Etfs / Funds / Markets / Technology

FAANGs Remain the Engine Room of the Nasdaq-100

February 8, 2022February 8, 2022 - by Etf Securities

Despite a bit of a stumble so far this year, the big-tech stocks known as the FAANGs continue to dominate the broader US indices. ETF Securities breaks down the reasons 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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Etfs / Funds / Markets / Technology

The Outlook for Robotics in 2022

January 28, 2022January 28, 2022 - by Etf Securities

Some investors have begun to question whether thematic ETFs still have a place in portfolios. ETF Securities explains why it believes products like their ROBO are still key strategic holdings.

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Etfs / Funds / Markets

Greed and Fear

January 26, 2022January 26, 2022 - by VanEck Investments

Emerging markets investing has always been risky. And yet, as VanEck Investments explains here, avoiding them means missing potential opportunities and diversification benefits.

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Etfs / EV Space / Funds / Markets / Technology

The Top 5 Future Mobility Stocks for 2022

January 19, 2022January 19, 2022 - by Etf Securities

Global transport is changing at breakneck speed, rushing to meet the demands of global warming. ETF Securities looks at the top five stocks powering the future of mobility.

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Biotechnology / Etfs / Funds / Markets / Shares

What Has Happened to Biotech?

December 17, 2021December 17, 2021 - by Etf Securities

After coronavirus vaccines made biotech the standout performer in 2020, the sector has faced a major reckoning this year, leaving many investors wondering why.

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Cryptocurrencies / Etfs / Funds / Markets / Technology

What is Blockchain? Bitcoin? Ethereum?

December 10, 2021December 10, 2021 - by Etf Securities

We think the recent rise to prominence of cryptocurrencies requires a little bit of background information. Luckily, ETF Securities is here to help.

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Etfs / Funds / Markets

Beyond Dividends: How to boost your equity income

November 24, 2021December 3, 2021 - by BetaShares

The hunt for yield in the investment world is intense, with dividend yields on global stock markets falling materially since early last year, and bond yields close to record lows.

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Etfs / Funds / Markets

Gold at the Hilton

November 22, 2021May 4, 2022 - by Russel Chesler

The Blackstone buyout of Hilton is one of the most famous in history, as well as a case study in the long-term nature of private equity and the potential rewards for those with the risk tolerance and the patience.

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Cryptocurrencies / Etfs / Funds / Markets / Shares / Technology

Top 5 Crypto Innovator Stocks

November 10, 2021November 10, 2021 - by Etf Securities

Most investors tend to think of cryptos as buying bitcoins directly. However, there are many fintech companies that help provide crypto products, services and innovation. Here are ETF Securities’ top five.

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David Bassanese / Etfs / Funds / Markets

Push Back

November 8, 2021 - by David Bassanese

In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.

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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

Is Your ETF Diversified Enough?

October 26, 2021October 26, 2021 - by Etf Securities

Diversification still matters for exchange traded funds (ETFs), even though they have it built in through holding multiple stocks. However, there is more to ETF diversification than meets the eye.

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Etfs / Funds / Markets

Dividend Stocks Beyond Australian Blue Chips

October 25, 2021March 24, 2022 - by Cameron McCormack

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.

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Etfs / Funds / LICs / Markets

ETFs v LICs: The differences you should know

October 22, 2021October 22, 2021 - by BetaShares

While both exchange traded funds (ETFs) and listed investment companies (LICs) are exchange traded products, there are some important differences. Damon Riscalla from BetaShares takes a closer look at what they are.

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Cryptocurrencies / Etfs / Funds / Markets / Technology

Five Fintech and Blockchain Companies to Know About

October 19, 2021October 19, 2021 - by Etf Securities

A fintech is just a business that helps bring better technology to financial services, making banking, insurance, and wealth management cheaper and more efficient. But what are some fintech companies?

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David Bassanese / Etfs / Funds / Markets

Earnings Lift

October 18, 2021 - by David Bassanese

In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.

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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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  • 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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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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