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VanEck

International equities: Asset allocation outlook 2025

VanEck’s latest portfolio compass dissects its observations on inflation, policy rates, economic growth and exogenous risks. While the US appears fully priced, there looks to be opportunities in equities at the sector, regional, market capitalisation and stock levels.

Credit and Fixed Income Portfolio Compass 2024

Covering local and international markets, VanEck's new report on credit and fixed income investing analyses the current state of play across relevant asset classes in light of expected rate movements in Australia and the US.

The Waiting Game

Every percentage point outside of consensus, and every basis point change has been thrilling markets. It’s what lies beneath that markets are waiting for.

Australian Equities Outlook April 2024

VanEck's Australian equities outlook, published April 2024, dissects its views on inflation, policy rates, economic growth, external risks and market implications as the lagged effect of one of the sharpest RBA rate hike cycles hits hardest this year.

ViewPoint: Divergence

‘Divergence’ is the key theme for VanEck's latest update as 2024 heralds a distinct de-syncing of central banks, which had more or less been following a similar approach to monetary policy for the last few years.

Fiscal dominance: Emerging markets’ upper-hand

Most investors remain under-allocated to emerging market (EM) bonds despite hard currency EM bonds having outperformed developed market bonds over the past 20 years.

Latest Updates

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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