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VanEck Blog | Guided Allocation
January 22, 2021
Market Stability Supports Stocks
by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck
The Fund's equity overweight position drove performance in December. While market headwinds exist, prices continue to march higher. Thus, the Fund continues its overweight position in equites.
Guided AllocationJanuary 21, 2021
Inflation Concern Sparks Real Asset Rally
by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck
Read moreReal assets rallied in December as investors continued to weigh the near-term risks of inflation. RAAX reaps the benefits, as real assets act as a hedge against inflation.
Guided AllocationDecember 18, 2020
Bullish on Stocks
by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck
Read moreVanEck NDR Managed Allocation Fund’s overweight equity allocation at the beginning of the month drove its outperformance in November.
Guided AllocationDecember 17, 2020
Real Assets Resurgent on Recovery
by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck
Read moreRAAX posts significant gains on the news of highly effective COVID vaccines, as asset prices for industries that are a direct beneficiary of improved global growth, and held by the Fund, soar.
Guided AllocationNovember 20, 2020
A Great Rotation into Value?
by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck
Read moreValue-oriented stocks, like many of the real assets in RAAX, may be well positioned to perform with an effective COVID vaccine. As such, the Fund is maintaining its current diversified allocations.