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Market Wraps
international equities
Latest news and analysis on international equities
Equities
October 05, 2021 17:09
The great Value rotation
The ‘value trade’ continues to do well as inflation concerns, whether you think it is transitory or real, point to rate rises and tapering of quantitative easing....
Arian Neiron
VanEck
October 05, 2021 17:09
Asset Allocation
September 27, 2021 16:20
Evergreen avoiding Evergrande
Emerging markets have been in the news with concern about the contagion impact of the potential failure of Chinese property developer Evergrande. This crisis...
Arian Neiron
VanEck
September 27, 2021 16:20
Rapid Fire
September 20, 2021 06:30
Meet Bianca Ogden: The PhD in Platinum's Biotech
crown
The reopening play has recently resurfaced as a popular theme amongst investors, with fund managers and punters alike looking through what we all hope to be the last...
Ally Selby
Livewire Markets
September 20, 2021 06:30
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Equities
September 01, 2021 16:53
Oils ain’t oils and hydrogen ain’t hydrogen
You may be aware that one of the so-called clean energy supplies of the future is hydrogen. It is being touted as a clean energy solution. However, it’s worth...
Arian Neiron
VanEck
September 01, 2021 16:53
Equities
August 25, 2021 14:48
ESG investing. Sometimes the journey is more rewarding than the destination.
By 2025, Global ESG assets are on track to exceed $53 trillion, representing more than a third of the $140.5 trillion in projected total assets under management,...
Will Deer
Pengana Capital Group
August 25, 2021 14:48
Equities
July 28, 2021 15:30
Delta pushes growth of video gaming
With the coronavirus ripping through Australia, millions of Australians find themselves once again in lockdown and our lack of mobility is leading to increased video...
Arian Neiron
VanEck
July 28, 2021 15:30
Funds
July 14, 2021 09:35
Australian ETF Review HY2021– Impressive growth as the industry steams past $100bn
In what was a milestone first half-year, we saw Australia’s ETF industry break the $100 billion mark in March 2021 and then steam ahead beyond that point. ...
Ilan Israelstam
Betashares
July 14, 2021 09:35
Equities
June 16, 2021 15:47
Gold heats up on warming inflation
Gold moves on inflation (... finally) There has been ample talk and plenty of anecdotal evidence of inflation this year, none of which has seemed to elicit much of a...
Arian Neiron
VanEck
June 16, 2021 15:47
Investment Theme
June 15, 2021 07:00
Earnings opportunity: US v Europe
The performance in US equities in particular over the last 12 months has been massive. However as the below charts show that run might be coming to an end for now –...
Chad Padowitz
Talaria Asset Management
June 15, 2021 07:00
Equities
May 31, 2021 12:20
Balancing ESG exposure and valuations
Environmental, Social, and Governance (ESG) ETF use has exploded over the last few years in Australia, with total assets under management (AUM) surpassing $1.5 billion...
Russel Chesler
VanEck
May 31, 2021 12:20
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