06 September 2019

Smart Beta entering mainstream

by Arian Neiron, Managing Director and Head of Asia Pacific

Globally, smart beta is one of the fastest growing investment strategies in the asset management industry. In Australia smart beta ETFs are also gaining traction. The results of VanEck’s fourth annual smart beta survey, the largest of its kind in the world, indicates that the growth is going to continue.

30 August 2019

The next gold rush

by Russel Chesler, Director, Investments & Portfolio Strategy

Gold 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’s also why gold equities do not behave like other mining shares. So far 2019 has been a stellar year for the shiny metal and those that dig it from the ground. We believe gold’s winning streak is likely to continue.

_{1 – Katz, J and Holmes, F (2008). The Goldwatcher: Demystifying Gold Investing Wiley, New York}

16 August 2019

The “trade war” isn’t about trade and it’s creating opportunities

by MarketGrader Corp, Index provider

As the “trade war” continues it has become clear that China is in for the long haul. While China’s economy will not escape unscathed, investors allocating to China could find its “new economy” is now, more than ever, the place to be.

02 August 2019

Top 10 lists always miss something

by Arian Neiron, Managing Director and Head of Asia Pacific

Another financial year has come and gone, and in its wake we’re once again faced with a deluge of 'top 10 funds' lists in the media. While these league tables are great publicity for funds that find themselves on top, they aren’t so great at capturing the whole market. Advisors and investors could also finish in the top 10.