• VanEck Blog

    Natural Resources

    Shawn Reynolds, Portfolio Manager

    Energy and metals helped drive 3Q performance of our hard assets strategy. Demand for natural resources is resilient despite concerns about the U.S. election and moderating global GDP growth.

    Emerging Markets

    October 17, 2016

    Emerging Markets Shake Off Brexit

    by David Semple, Portfolio Manager

    In 3Q, emerging markets equities continued to gather momentum and flows following the June Brexit vote and outperformed most global indices. Large-caps outpaced small-caps, and growth stocks staged a modest comeback.

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    Natural Resources

    October 14, 2016

    Coking Coal Rally Driven by Supply Constraints

    by Charl Malan, Senior Analyst

     Coking coal prices have climbed more than 100% since the beginning of the year through September 30. The overwhelming price drivers have been low supply and low inventories, for both seaborne and domestic coking coal.

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    Moat Investing

    October 11, 2016

    Despite headwinds in September, U.S. moats continued to impress through the first three quarters of the year. Internationally, moats posted a strong month relative to the broad market and made up ground year-to-date. 

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    Muni Nation

    October 10, 2016

    Check Your Fear and Favor Fundamentals

    by Jim Colby, Portfolio Manager

    Much looms over the horizon: the U.S. presidential election; a possible move by the Federal Reserve, economic impacts from the BREXIT, and a significant increase of new municipal issuance is likely. All these factors have caused yields to rise and certain valuations to change.

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    Gold and Precious Metals

    October 10, 2016

    Gold Bull Market Loses Some Shine But Still Healthy

    by Joe Foster, Portfolio Manager and Strategist

    Although gold recently fell below $1,300 per ounce and broke the longer term trend line that had been established this year, we believe that this is just a pause in the current gold bull market.

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    October 05, 2016

    Are Currencies Cheap or Dear? Look to the REER

    by William Sokol, Product Manager, ETFs

    Real effective exchange rates (REER) may be a better measure of underlying value than a currency’s nominal exchange rate. A simple REER analysis suggests that emerging markets local currencies may have further room to appreciate.

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