VanEck Australia

16/10/2026

Australian investors kept adding to local equity ETFs as the share market fell in September. They also sought income, with floating rate strategies attracting demand.

Our September ETF industry insights explore what those choices suggest about how investors are reading the market.

15/10/2026

Portfolio construction is one of the most important considerations that any investor has to get right. But it can be tough to know where to start or even how to adjust when you're already investing.

In this episode of The Australian Finance Podcast, Rask Australia's Owen Raszkiewicz asks VanEck's Cameron McCormack to share how he would invest $20K today. See a preview of the episode below and access the full episode in the comments.

12/10/2026

One place to look for insight into shares is the corporate bond market.

When lenders demand more compensation for risk, a company’s debt burden and earnings strength can take on greater importance for shareholders too.

The chart below shows how quality companies have gained ground against the broader sharemarket during several periods of rising credit spreads. Our latest article explores what equity investors can learn from that relationship.

https://www.vaneck.com.au/blog/international-investing/quality-credit-spreads/

07/10/2026

Given the current economic headwinds and Australian earnings growth looking relatively subdued compared with the US, investors may need to consider a flight to quality in the Australian market.

VanEck's Campbell Stevens joined Andrew Geoghegan on ausbiz to talk about the quality factor and what investors should consider when investing in quality companies in Australia.

Watch the full interview here: https://ausbiz.com.au/media/is-quality-enough-for-the-australian-market?videoId=51519

05/10/2026

Sharemarkets have kept climbing as the cost of money has risen. Understanding how long those two trends can coexist is one of the central questions for investors heading into year-end.

In our brand new edition of VanEck ViewPoint, Vigilantes and vigilance, we examine the forces shaping that relationship. From the extraordinary investment in AI to government borrowing and the prospect of Japanese capital returning home and much more.

We also explore where changing conditions are creating opportunities across equities, bonds and gold.

Download the full publication for our outlook:https://www.vaneck.com.au/globalassets/home.au/special/viewpoint/vaneck-viewpoint_oct_q4_2026.pdf

04/10/2026

Some asset classes still carry the baggage of past crises.

But as VanEck’s Natalia Gurushina explains, the reality is changing – so much so that she believes that the old world of developed market/US exceptionalism may be ending, paving the way for a new kind of exceptionalism.

Read more: https://www.vaneck.com.au/blog/emerging-markets/em-exceptionalism/

02/10/2026

Yesterday, the Australian sharemarket fell to its lowest level since mid-June. But what caused this sell-off that wiped nearly $60 billion off the ASX and where might stocks go from here?

On ABC News VanEck's Jamie Hannah spoke to Alicia Barry about the factors that sparked this drop in our sharemarket, whether there is more to come and what his outlook is for the rest of 2026 and beyond as the Australian economy continues to face challenges.

Watch the full interview here:

Follow the latest headlines from ABC News, Australia's most trusted media source, with live events, audio and on-demand video from the national broadcaster.

01/10/2026

Warfare and defence technology has come a long way since the days of M*A*S*H. Fighter jets and tanks are still there but the software, sensors and secure communications systems running these machines are where innovation is taking place.

As the chart below shows, governments have been increasing their defence spending in a significant way. For investors, the opportunity extends beyond who makes the equipment to who supplies the technology that makes it effective.

Our latest article explores that less visible side of defence spending: https://www.vaneck.com.au/blog/thematics/defence-investing-software/

01/10/2026

Quality looks easy until the economy makes you prove it. When inflation rises, economic growth slows and customers become more selective, like right now, quality investing shines to the fore.

Our latest article examines two Australian companies through that lens, examining what makes their businesses stand out and what investors should look for beyond the label when selecting a quality exposure for their portfolio.

Read more: https://www.vaneck.com.au/blog/australian-equity/two-quality-stock-ideas/

30/09/2026

Growth investing does not require investors to concentrate their money in seven companies, nor is all growth worth owning.

In our latest article, we discuss the outlook for growth investing, international growth stocks as an investment opportunity and discuss two companies that are making waves in their own way: Caterpillar, the industrials company now involved in supplying power to data centres, and AMD, the chip manufacturer which momentarily had a US$1 trillion market capitalisation recently.

https://www.vaneck.com.au/blog/international-investing/when-catalysts-chip-in/