We expect global economic growth and rate cuts, but also inflationary pressures.
You may think that Australia’s largest institutional investor, The Future Fund, has a broader investment opportunity set than everyday Australian investors. Reading its most recent position paper, we don’t think that’s true. According to VanEck ETFs are a great way for investors to build portfolio resilience, as identified by the Future Fund. ETFs allow investors to access alternative approaches and exposures in the new world, just as institutional investors do.