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Home / White Papers 2024

Edition: White Papers 2024

1-12 out of 26 results.

The power of being defensive and different

Recent years have been volatile as investors have tried to forecast the trajectory for inflation, interest rates, and global growth. Conditions are looking up for equity investors now, but material uncertainty remains.

Why Australia has missed out on the “small cap effect”

The "small cap effect" suggests smaller companies offer higher risk-adjusted returns, but in the Australian market, small caps haven't matched these expectations, and investing broadly across the ASX may be better.

The Super Retirement Approach

Most people recognise the importance of having superannuation, which makes them feel more secure about their future, but acknowledge that it should not be the only source of funding for a comfortable retirement.

Securitized credit: More relatable and connected to daily life than you think

Securitisations are all around our daily lives, so why do they strike most of us as a complex, financially engineered labyrinth? This paper explains why securitisations exist, what opportunities they offer, and the benefits securitised credit offers a multi-asset portfolio.

The demographic wave: The tide is going out

For investors, demographics are a driver of country risk, and they can impact productivity, economic growth, sovereign financials and debt ratings. Demographics are not destiny, but they do set parameters.

The US November 2024 Election: Implications for Investors

This paper examines the key policy implications of the Biden vs. Trump rematch, particularly regarding trade, tariffs, taxes, and energy, as well as for the Fed, industrial policy, deregulation, and defense, as well as their implications for investors.

Gold Demand Trends Q1 2024

Global gold demand was up 3% y/y, led by long and speculative investment from the OTC market, persistent central bank buying, and higher demand from Asian buyers. Australia was an outlier in the Asia region, recording its lowest quarter on record for gold consumption, though ETF holdings remained relatively stable.

Electric Vehicles hit a speed bump

Electric vehicles (EVs) are seen as a key technology for reducing emissions. Following a period of exponential growth, the outlook for EV manufacturers has recently become more challenging. Where do we see the opportunities?

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.

Walking, not running, the last mile of inflation

The US economy shows strength, with a tight job market and solid wage growth, while the European economy remains stagnant, and both central banks are looking for continued evidence of lower inflation before starting their easing cycle.

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.

Health care: a sector under the weather?

Health care stocks underperformed significantly in 2023, with the US elections this year potentially causing further headwinds. However, there are plenty of reasons for optimism as we enter a ‘golden era’ of health care innovation.

Most viewed in recent weeks

Where Baby Boomer wealth will end up

By 2028, all Baby Boomers will be eligible for retirement and the Baby Boomer bubble will have all but deflated. Where will this generation's money end up, and what are the implications for the wealth management industry?

Meg on SMSFs: $3 million super tax coming whether we’re ready or not

A Senate Committee reported back last week with a majority recommendation to pass the $3 million super tax unaltered. It seems that the tax is coming, and this is what those affected should be doing now to prepare for it.

How much do you need to retire comfortably?

Two commonly asked questions are: 'How much do I need to retire' and 'How much can I afford to spend in retirement'? This is a guide to help you come up with your own numbers to suit your goals and needs.

The secrets of Australia’s Berkshire Hathaway

Washington H. Soul Pattinson is an ASX top 50 stock with one of the best investment track records this country has seen. Yet, most Australians haven’t heard of it, and the company seems to prefer it that way.

Meg on SMSFs: Clearing up confusion on the $3 million super tax

There seems to be more confusion than clarity about the mechanics of how the new $3 million super tax is supposed to work. Here is an attempt to answer some of the questions from my previous work on the issue. 

How long will you live?

We are often quoted life expectancy at birth but what matters most is how long we should live as we grow older. It is surprising how short this can be for people born last century, so make the most of it.

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