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Announcement
April 2023
IMF Spring 2023 Meetings Takeaways
by Eric Fine, Portfolio Manager
There was a lot of wishful thinking among policy makers and market participants at the recent IMF Spring meetings. The IMF's April World Economic Outlook paints a picture of still high global inflation in 2023 of 7% that will only converge to inflation targets in most countries by 2025. The disinflation process is driven by tight monetary policy and a high unemployment rate but also by lower oil prices. These 3 assumptions are all wishful thinking.Read This NowPortfolio UpdateMarch 2023
The results of the March rebalance are in for the VanEck Morningstar World ex Australia Wide Moat ETF (GOAT) and the VanEck Morningstar Wide Moat ETF (MOAT).Read This NowMedia ReleaseJanuary 2023
Australian equities is looking to be the go-to destination for investors in 2023 supported by a number of tailwinds, according to recent analysis from VanEck.Read This NowPortfolio UpdateDecember 2022
The results of the December rebalance are in for the VanEck Morningstar World ex Australia Wide Moat ETF (GOAT), the VanEck Morningstar Wide Moat ETF (MOAT) and the VanEck Morningstar Australian Moat Income ETF (DVDY).Read This NowAnnouncementNovember 2022
We have published a new analysis about China and its equity markets following the recent Party Congress Meeting and as we head into 2023.Read This NowAnnouncementNovember 2022
We are committed to reducing our carbon footprint by giving our investors certain information in electronic form accessible through a secure portal, maintained by Link Markets Services.Read This NowAnnouncementOctober 2022
IMF Fall 2022 Meeting Takeaways
by Eric Fine, Portfolio Manager
Investors are nervous about higher rates, but seem to be unsure. Instead of reducing duration or being selective they are tending to be index-hugging and enduring the pain of rising rates. Investors are also nervous about geopolitics, but not sure what to do, again leaning toward index-hugging. There’s no conviction.Read This NowPortfolio UpdateSeptember 2022
The results of the September rebalance are in for the VanEck Morningstar International Wide Moat ETF (GOAT) and the VanEck Morningstar Wide Moat ETF (MOAT). Read This Now