ESG investors reap improved returns

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Research from academics, asset managers and index providers has found a link between good ESG governance and improved financial performance, largely through risk reduction. Targeting high ESG performers can therefore pay real dividends to investors. On the other hand, not implementing ESG can ‘cost’ companies and investors better returns and even mean losses, as anyone […]

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Au revoir Westfield

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Key points With Unibail-Rodamco’s $32 billion takeover approved, Westfield security holders will shortly receive a combination of cash and stapled securities in the new French-owned group As the new securities are not shares in an A-REIT, but CDIs (CHESS Depository Interests) in a foreign entity, they will have different tax and performance characteristics compared to […]

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VanEck partners with Lonsec to offer ETF Model Portfolios

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VanEck has announced it has partnered with Lonsec Investment Solutions Pty Ltd (Lonsec) to provide advisers and brokers with a range of low-cost model portfolios comprised entirely of exchange traded funds (ETFs). Powered by Lonsec VanEck ETF Model Portfolios are powered by Lonsec drawing on their established research and portfolio construction expertise to provide recommended […]

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How the scientist invested and won

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Three years ago, we posed the question, How would a scientist construct a portfolio?. The results are in and the investment performance is as the scientist predicted. In 2013 the CSIRO-Monash Superannuation Research Cluster released a paper Is fundamental indexation able to time the market? Evidence from the Dow Jones Industrial Average, concluded that equal […]

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Political uncertainty makes gold great again

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The gold price has surged back above US$1,200 per ounce as investors have poured back into the safe haven asset to protect themselves against uncertainty from Trump’s failure to provide clear details on how he plans to make America great again, according to Russel Chesler, Director, Investments & Portfolio Strategy, VanEck Australia. Gold ended 2016 […]

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2016 pivotal year for smart beta ETFs

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Smart beta ETFs gained significant traction in the Australian market in 2016 as an alternative to active management and market capitalisation-weighted index funds, according to Arian Neiron, Managing Director, VanEck. Total flows into smart beta ETFs reached A$563 million accounting for almost 20% of the total Australian ETP[1] flows of $3.06 billion[2] in the 12 […]

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Trump uncertainty could be “huge” for gold

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Our positive view on the long-term prospects for gold remain unchanged. The U.S. elections are over, and markets will likely take time to reflect the full impact of a Trump victory. Gold immediately rose above USD$1,300 per ounce after the news of Trump’s win, but has since settled back to USD$1,230. Price volatility in the […]

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International equity investing slows in lead up to US election  

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During the past month Australian investors are preferring to invest in Australian equity ETPs and defensive asset classes such as cash, fixed income and gold over international equity ETPs. Total inflows into Australian equity ETPs was almost double ($191 million) the investment in international equity ETPs ($101 million) in October[1]. Year-to-date Australian equity ETPs inflows […]

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Emerging markets shake off Brexit

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China, Brazil, and Hungary are strong performers Emerging markets continued to gather momentum and flows following the June Brexit vote and, in the third quarter, outperformed most global indices including the S&P 500® Index. Large-caps outpaced small-caps, again extending the performance gap for the year. Growth stocks staged a modest comeback over value stocks. After […]

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Emerging market equities gain momentum

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Emerging market equities outperformed global indices in the third quarter of 2016 and continue to gather momentum according to VanEck’s visiting emerging markets expert. David Semple, Portfolio Manager for VanEck’s Emerging Markets Equity strategy, said, “Emerging market equities have generally underperformed over the past four or five years, however the tide is turning. Emerging markets […]

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