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VanEck Blog - Natural Resources
Natural ResourcesJanuary 17, 2019
More Unrewarded Steps Towards Capital Discipline
Shawn Reynolds, Portfolio Manager
Even as we watch for potential moderation in Fed tightening and the possibility of a U.S./China trade resolution, our focus remains, first-and-foremost, on company fundamentals.
Natural ResourcesOctober 23, 2018
“Perfect Storm” Clouds Q3 but Sunnier Outlook Remains for Hard Assets
by Shawn Reynolds, Portfolio Manager
Read moreDespite another quarter with trade fears dominating market headlines, we believe that the natural resource equity complex has transformed over the last few years and remains historically attractive.
Natural ResourcesJuly 20, 2018
Fundamentals Trumped by Trade Fears
by Shawn Reynolds, Portfolio Manager
Read moreEnergy and mining companies are in strong fundamental shape, but this is being overshadowed by fears of a global trade war.
Natural ResourcesApril 26, 2018
Fundamentals Overshadowed by Market Volatility
by Shawn Reynolds, Portfolio Manager
Read moreThe broad trends impacting global markets in the first quarter, primarily higher volatility, had a direct effect on the natural resources markets.
Natural ResourcesMarch 27, 2018
Commodities have miles to run on rate hike
by Roland Morris, Portfolio Manager and Strategist
Read moreAfter nearly a decade of low interest rates, it may be time for investors to evaluate their portfolios for a rising rate environment and their commodities allocation.