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VanEck

ViewPoint - The selective path

With gold miners demonstrating operating leverage, bond markets anticipating a muddle through, and small companies outperforming, explore the opportunities and risks ahead in global markets.

ViewPoint - Difficulties and opportunities

VanEck's latest analysis identifies the global risk factors most likely to move markets and the overlooked assets gaining prominence against a growing loss of faith in US exceptionalism.

Emerging strength: Why EM bonds are the future of fixed income

Over the past 25 years EM governments have gone from being in deficit to running up surpluses while developed market (DM) governments have been accruing deficits. This change has resulted in a shift in the origin of bond crises since the turn of the millennium.

ViewPoint: Tariff Turbulence

VanEck’s latest analysis, Tariff Turbulence, April 2025, highlights the hidden, under-owned assets for investors to consider as they reassess their portfolios in the current climate.

Quality: Building a resilient portfolio

This paper sets out the foundations of quality investing and compares its performance and risk to other identifiable investing ‘factors’ using over 25 years of history. Quality, like other factors, behaves differently during different economic regimes.

Viewpoint: Priced to perfection

Markets appear to be taking an optimistic view on the year ahead, pricing in a ‘lot of good news’. VanEck's recent outlook provides analysis of the global macroeconomic landscape, noting several challenges that investors should note which overshadow this market positivity.

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Investment strategies

Australian stocks will crush housing over the next decade, 2025 edition

Two years ago, I wrote an article suggesting that the odds favoured ASX shares easily outperforming residential property over the next decade. Here’s an update on where things stand today.

Property versus shares - a practical guide for investors

I’ve been comparing property and shares for decades and while both have their place, the differences are stark. When tax, costs, and liquidity are weighed, property looks less compelling than its reputation suggests.

Investment strategies

What if Trump is right?

Trump may be right on two trends: nations are shifting from aspiration to essentials and from global dependence to self-reliance, pushing capital toward security, infrastructure, and energy.

Gold

After a stellar 2025, can gold shine again next year?

Gold has had a remarkable 2025, with the spot price likely to post its strongest return since 1971. This explores the key factors that will shape the outlook for the yellow metal next year, and long-term.

Superannuation

Critics of Commonwealth defined benefit schemes have it wrong

Critics like Clime's John Abernethy have questioned many aspects of defined benefit pensions for public servants. This is an attempted rebuttal, suggesting these pensions aren't the problem they're made out to be.

Infrastructure

Why airport stocks deserve a place in long-term portfolios

Aircraft constraints are holding back global air travel. Those constraints should soon ease which combined with a structural boom in travel demand could be a boon for global airport stocks.

Investment strategies

What is the future of search in the age of AI?

Search is changing fast. AI tools like ChatGPT and Google’s Gemini are reshaping how we find information, opening new opportunities for innovation, user engagement, and future revenue growth.

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