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10 April 2026
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Stability is on edge as conflict, inflation, rates and valuations continue to unsettle the global economy. For patient investors, this new regime may create opportunities that reward more selective exposures.
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.
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.
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.
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.
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.
War brings immense human suffering and geopolitical chaos, but historically, equity markets have shown a certain detachment and resilience amid conflict, leading to increased profitability despite initial panic.
Debate over the CGT discount is intensifying amid concerns about intergenerational equity and housing affordability. This analysis shows that the 'discount' does not necessarily favor property investors.
The new super tax, applying from 1 July, introduces more than just a higher rate on large balances. It brings into focus a misalignment between where wealth sits and where the tax on that wealth ultimately falls.
AI-driven fears of collapsing software moats has triggered indiscriminate sell-offs. This has created mispricing opportunities as markets overreact to uncertainty and rising discount rates.
Europe is undergoing a major transformation driven by security threats, US pressure, and a shift from austerity to growth. EU member states are taking proactive measures to enhance competitiveness and resilience.
The new space race is driven by AI as data centers in space offer continuous solar power and reduced environmental impact. Orbital AI aims to speed data processing and ease Earth's resource strains.
The Home Equity Access Scheme in Australia allows older homeowners to tap into their home equity for retirement income, yet remains underused due to lack of awareness and its perceived complexity.