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Smart Beta19 May 2022
Gold: Hedge or not?
Cameron McCormack, Portfolio Manager
Rising geopolitical tensions and high persistent inflation has generated interest in gold and gold mining company investments. It has also generated questions from Australian investors about how they should access gold and gold miners. Our view is an unhedged exposure is the best way to get access. Here is why.
Smart Beta21 April 2022
Read This NowESG (Environmental, Social, and Governance) investing is receiving an increasing amount of attention from investors. The problem for ASX investors is that it is difficult to know how ‘green’ their investment is. You may have heard the term “greenwashing”, which was coined in the 1980s to describe outrageous corporate claims. Four decades later the phrase is having a renaissance, now used to describe mislabelled managed funds. Here we provide some insightful analysis of our popular of VanEck MSCI International Sustainable Equity ETF (ESGI) which tracks an innovative index that, in addition to screening out companies, also targets the leading ESG performers in each sector.
Smart Beta11 April 2022
Quality companies shine amid gloom of war
by Cameron McCormack, Portfolio Manager
Read This NowThere are signs that the US economy may not be able to sustain its current momentum. Along with the huge geopolitical and economic uncertainty that Russia’s aggressive war against Ukraine has created across economies, this could push international quality stocks to outperform.
Smart Beta08 April 2022
Read This NowOne sector that has received a lot of attention from investors has been resources. The problem for ASX investors is that the resources sector is dominated by one single stock, that just got a whole lot bigger. Here we provide some insightful analysis of our popular of VanEck Australian Resources ETF (MVR) which tracks an index that has a simple way of ensuring diversification so no single stock dominates.
Smart Beta24 March 2022
Read This NowGold has been used in commerce as a currency since the Bronze Age. In 560 B.C., the first minted gold coins were produced in Lydia, a Kingdom of Asia Minor1. Because gold is a currency, its price does not behave like other commodities. It is also why gold equities do not behave like other mining shares. So far, 2022 has been a stellar year for the shiny metal and those that dig it from the ground. Here we provide some insightful analysis for our popular gold miners ETF compared to buying gold bullion.