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30 July 2025
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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.
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.
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.
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.
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.
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.
‘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.
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.
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.
As long-term rate expectations fall while recessionary risks increase investors should focus on liquidity, strong balance sheets and cash flow, and avoid highly volatile and speculative assets according to VanEck’s latest quarterly economic outlook.
Global markets were dragged down in 2022 by the trifactor of multi-decade high inflation, the Russian invasion of Ukraine and China’s COVID-zero policy. While almost every major asset class took a sizeable hit last year, Australian equities presented a different story.
Many investors are set to feel the brunt of the great paradigm shift that reared its head last year, with central bank tightening likely to finally see significant impacts. However, pockets of opportunity abound.
Investors are deep in the inflation era. The question is, how deep? Are we up to our knees, our waist or our necks? And is the depth subsiding?
The Australian equities market is one of the most concentrated by stock and sector. The universe is also small relative to global markets. This paper shows that these nuances present challenges when assessing factor strategy efficacy.
Investors are already feeling the bear market blues, but it's wise to remember that bear markets are normal and tend to be short-lived. On the plus side, they present opportunities for those who know where to look.
The last quarter of 2021 has been a lesson that has demonstrated that market participants, like the 2005 Daft Punk album, are human after all.
While most Australian investors have exposure to local property securities for their regular income and potential capital growth, it’s unlikely they’ve considered property beyond our shores.
A guide to international small companies investing.
An investor’s perspective on the disruptive impact and potential for continued growth of esports and video gaming.
Treasurer Jim Chalmers aims to tackle tax reform but faces challenges. Previous reviews struggled due to political sensitivities, highlighting the need for comprehensive and politically feasible change.
With Div. 296 looming, is there a smarter way to tax superannuation? This proposes a fairer, income-linked alternative that respects compounding, ensures predictability, and avoids taxing unrealised capital gains.
The Labor government is talking up tax reform to lift Australia’s ailing economic growth. Before any changes are made, it’s important to know who pays tax, who owns assets, and how much people have in their super for retirement.
In selling the super tax, Labor has repeated Treasury claims of there being $50 billion in super tax concessions annually, mostly flowing to high-income earners. This figure is vastly overstated.
There are many ways to invest in stocks, but some strategies are more effective than others. Here are nine tried and tested investment approaches - choosing one of these can improve your chances of reaching your financial goals.
Markets have weathered geopolitical turmoil, hitting near record highs. Investors face tough decisions on valuations, asset concentration, and strategic portfolio rebalancing for risk control and future returns.