Partner Series

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Join ETF Securities as we partner with Australian and international investment professionals to discuss the latest market and economic issues and what this means for investments. You’ll find the latest videos and articles on this page or subscribe using the purple subscribe button on the top right hand side of the page to receive the weekly updates.

Latest articles

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Thanks to its young population, friendly relations with the US, and rapid urbanisation, India is sometimes seen as an alternative investment destination to China. And with India continuing to outperform its emerging markets peers, many investors are taking a closer look at the world’s most populous nation. In this partner series, we spoke with Tejas Sheth, the equity research lead for Nippon Life India Asset Management, to learn more. Why has India outperformed emerging markets? We started our discussion asking Tejas why India’s share market has outperformed in recent years. There were four main reasons, he said. First is pent up demand. Roughly 60% of India’s economy is driven by the services sector, which was hard hit by covid. But with India opening back up, a lot of consumer and investment demand for services has started coming through. ...
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As inflation rises, what happens to gold? With inflation soaring to 30-year highs, some investors have been disappointed with gold’s performance. While gold has outperformed shares, bonds and TIPS the past six months, its recent showing owes to the Russia and Ukraine crisis. This has caused some to wonder if bitcoin is a better inflation hedge than gold. And wonder what happens to the gold price if Russia fears subside. To discuss gold’s performance, we were joined by Jaspar Crawley at the World Gold Council, the peak gold industry group. Jaspar said that one reason gold is struggling in this period of high inflation is how well it did in previous years. In 2019 gold returned about 19%, and in 2020 it returned 26%. That’s around 50% in two years. As such, a lot of investors are selling gold and taking profits, he said. He added that it is still early in the inflationary cycle and gold remains, historically, one of the best-performing assets when inflation is high. He said: “when inflation is over 3% in Australia, the average returns of gold have actually been about 20% nominal returns.” ...