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26 March 2026
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Views on inflation, policy rates, economic growth and exogenous risks following the sharp rate hikes of last year. On balance, Australia and US should avoid a recession without the need for central bank policy rate cuts to smoothen the landing.
How do investors approach 2024? The investment playbook is to approach risk assets selectively. A good start is to focus on leverage i.e. balance sheets and cash flow. We could see the US dollar come off further and gold continue to shine.
VanEck's latest outlook for global and Australian markets for the rest of the year concludes that inflation should rise, gold could glow, and puts liquidity and balance sheets in focus.
Market movements during the second quarter have been unpredictable and narrowly focused. The Fed’s fight against inflation still weighs on markets. A pivot in central bank policy may only happen if the order of magnitude changes significantly. This is true for both the Fed and the RBA.
Equal weight allocation outperforms market capitalisation indices because it consistently gives greater exposure to smaller stocks, which tend to outperform larger ones. VanEck has released its new findings capturing the recovery subsequent to the COVID-19 falls in this report.
New research shows global small-caps, which are typically underrepresented in Australian investment portfolios, have outperformed international large- and mid-caps as well as Australian small-caps over the long term.
Prediction markets are blurring the line between investing and speculation and savvy investors can profit from this trend by heeding the advice of famed investor, Benjamin Graham.
The Strait of Hormuz closure due to US-Iran conflict severely disrupted global energy supply chains. While various emergency measures mitigated the crude impact, the refined product market faces unprecedented stress.
Geopolitical instability and challenges with new gold discoveries mean we may be approaching a structural shortage of mineable gold, but what does this mean for gold's overall long-term availability?
In the face of recent market volatility investors continue to add to their ETF portfolios with these ETFs getting notable inflows, indicating that long-term fundamentals remain solid.
Democracies aren’t a given, and policymakers need to be mindful not to alienate communities and instead be more aligned with mainstream ideas and attitudes.
As private funds increasingly show signs of cracking and buckling under a complete lack of liquidity, the salespeople do their best to keep the cash pouring in from new investors.
Ambitious Australia joins a long line of reports examining research and development, finding Australia has fallen behind its peers on many fronts. It urges bold reform to address declining productivity and research spending.