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  • Guided Allocation

    April 20, 2021

    Optimism Builds on Infrastructure Proposal

    by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck

    Future demand for real assets should remain strong based on increased demand in infrastructure spending and an abundance of inflationary pressures, potentially making it a top performing asset class.

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    Guided Allocation

    April 20, 2021

    Value is Here to Stay

    by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck

    The Fund continues to position itself for a period of strong economic growth with its value-oriented equity overweight position providing confirmation that the recovery is picking up steam.

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    Income Investing

    April 19, 2021

    Rising Rates and Fallen Angel Bonds

    by Nicolas Fonseca, CFA, ETF Product Analyst

    While rising rates are generally negative for rate sensitive asset classes like fallen angel high yield bonds, we believe the reason behind the latest rate moves may provide support for fallen angels.

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    Emerging Markets Equity

    April 16, 2021

    Structural Growth to Regain Luster, After Style Rotation Calms

    by David Semple, Portfolio Manager, Emerging Markets Equity Strategy,

    Oksana Miller, Product Manager

    The emerging markets outlook for 2021 and beyond continues to be positive as we see considerable potential for strong growth, boosted by Covid-19 vaccine availability, catalyzing a return to “normal” in EM economies.

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    Thematic Investing

    April 16, 2021

    Inflation Expectations Impact Thematic and Growth Equities

    by Jamie Wise, Founder & CEO of BUZZ Holdings ULC

    Global equity markets rallied sharply, following the March BUZZ NextGen AI US Sentiment Leaders Index (the “BUZZ Index” or “Sentiment Leaders Index”) rebalance.

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    Municipal Bonds

    April 15, 2021

    MAAX Adds to Duration as Bond Yields Attempt to Stabilize

    by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck

    MAAX reduces exposure to short-duration bonds and reallocates to long-duration bonds based on stabilizing interest rates.

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    Digital Assets

    April 14, 2021

    Invest in the Digital Assets Transformation

    by John Patrick Lee, CFA, Product Manager

    The digital transformation is underway. Companies involved in the digital transformation of the global economy represents a long-term structural growth opportunity, in our view.

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    Emerging Markets Bonds

    April 14, 2021

    Treasuries Turn?

    by Eric Fine, Head of Active EM Debt

    The sharply improving global growth outlook should support EM debt; China, Mexico, South Africa, Colombia and Indonesia were the Fund’s largest positions in March.

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    Gold Investing

    April 13, 2021

    Gold and Bitcoin: So Happy Together

    by Joe Foster, Portfolio Manager, Gold Strategy

    The question of gold vs. bitcoin comes up more than ever now. As we enter a post-pandemic era where interest rates and inflation may rise, we believe this landscape is amenable to both gold and bitcoin.

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