VanEck Australia

03/09/2026

The recent pullback in provides a compelling entry point to invest in the thematic, as demand for memory chips is forecast to outpace supply over the next few years.

In Investor Daily , VanEck Portfolio Manager, Alice Shen talks about the tailwinds that are supporting a positive outlook for the sector and where investors are likely to see more upside in the next 12 months.

Read more:

Hammered earlier this year by fears of AI disruption, several software-as-a-service (SaaS) stocks have roared back over the past week as results surprised to the upside.

03/09/2026

US$29 billion is not a subtle signal.

Just as investors were questioning how long the artificial intelligence spending boom could last, South Korean chipmaker SK Hynix committed that sum to buying back its own shares. The buyback is one striking development in a much bigger shift. AI spending is spreading beyond the processor designers that led the first wave and into memory, foundries, advanced packaging and networking. Much of that supply chain sits in Asia.

Our latest piece traces the broadening opportunity across semiconductors and explains why Asia is emerging as the capital of AI hardware.

Read the full piece: https://www.vaneck.com.au/blog/emerging-markets/ai-hardware-investing-asia/

02/09/2026

Australian consumers may be hit with more cost pressures with the recent escalation in Middle East tensions flaring up oil prices and the Reserve Bank of Australia still in the midst of combatting inflation with markets pricing in at least one, if not two, rate rises still this year.

VanEck’s Jamie Hannah joined Ricardo Gonçalves yesterday on SBS News to discuss the global investment landscape, interest rate expectations and why the materials sector in Australia presents investors with opportunities offering growth at a reasonable price (GARP).

Listen to the podcast here:

Australia’s property downturn is gathering pace just as the busy spring selling season begins. Cotality Head of Research Tim Lawless explains what falling prices mean for buyers and sellers, while VanEck’s Jamie Hannah unpacks the Australian sharemarket’s subdued session, rising oil prices and...

31/08/2026

If Australia’s biggest companies dominate your portfolio, it is natural to assume they are there because they offer the best prospects. That may not be the whole story.

VanEck Asia Pacific CEO and Managing Director A***n Neiron explains how scale and liquidity shape where institutional capital flows, and why reporting season has brought a neglected part of the Australian share market back into view.

Follow the earnings trail to see which overlooked companies are starting to attract serious attention.

Read the full article:
https://www.vaneck.com.au/blog/vectors-insights/asx-small-mid-cap-investing/

31/08/2026

Quality, value and growth sound like three simple labels. In practice, the one you choose can quietly reshape far more of a portfolio than many investors realise.

Much of the difference comes down to decisions investors may never see.

VanEck Senior Portfolio Manager Cameron McCormack joins Owen Rask to look beneath the labels, challenge some familiar assumptions about passive investing and explain why understanding how an ETF is built can matter as much as knowing what it owns.

Watch the full conversation: https://www.youtube.com/watch?v=eSga0PLqOYU

Investing carries risks. Not personal advice. Read the PDS and TMD at vaneck.com.au

In this episode of Australian Finance Podcast, Owen Rask sits down ...

31/08/2026

: We have two webinars featuring insights on gold and Australian equities this week. We think there are some compelling opportunities being thrown up in markets following the Bessent buyback and the Australian corporate reporting season. For all the details on these webinars and to register for them, go to our comments section.

28/08/2026

“Materials is probably one of the strongest sectors in Australia at the moment. It is the building block for artificial intelligence companies and the global energy transition, which require a lot of our materials.”

Jamie Hannah joined James Willis on 2GB Sydney's Money News for the market wrap where he talked through the latest earnings results from Qantas, Ramsay Health Care, Sigma Healthcare and Eagers Automotive and discussed the materials sector which is presenting companies with the most growth at a reasonable price (GARP) following another volatile earnings season.

Tune in to hear more: https://omny.fm/shows/money-news/money-news-with-james-willis-thursday-27-august?t=26m25s

Investing carries risks. Not a recommendation to act. Not personal advice.

Missed the show? Catch up on Money News with the full show podcast 📈

28/08/2026

Ray Dalio’s latest view is more interesting than “buy gold”. He sees room for gold and “a bit of Bitcoin” in portfolios following the recent US$4 billion Treasury buyback move that barely registered with the bond market.

We took Dalio’s idea back to the numbers. What we found adds another dimension to the diversification conversation for Australian investors.

https://www.vaneck.com.au/blog/international-investing/gold-bitcoin-dalio/

28/08/2026

A 14% rise in in a single month is not background noise. With US debt eclipsing US$40 trillion and a US$4 billion bond buyback causing tremors in markets, investors are being reminded why gold plays a valuable role in portfolios.

Join VanEck’s Jamie Hannah for a fast and timely examination of what gold’s latest move is signalling, the distinct roles bullion and listed miners can play in a portfolio and the forces that could shape the next phase of the rally.

REGISTER HERE: https://www.vaneck.com.au/webinar-registration/?id=91645789510&utm_source=vaneck&utm_medium=calendar