Strategies
08 March 2021

VanEck Blogs

| Moat Investing
Banking on Banks Paid Off for Moat Index
The Morningstar Wide Moat Focus Index’s increase in exposure to large banks and brokerages in March 2020 has paid off. They comprised four of the top five contributors to performance last month.
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26 February 2021
Moat Investing
Moat Index’s Long-term Track Record Persists Despite Blip
The Morningstar Wide Moat Focus Index ended its four-year streak of outperforming the broad U.S. equity market in 2020, though its long-term track record remains impressive.
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18 February 2021
Emerging Market Bonds
Investing in Emerging Markets as Global Rates Rise
Natalia Gurushina
As the global reflation narrative becomes mainstream, what does this mean for emerging markets bond investors?
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09 February 2021
Gold Investing
In the Inflation/Reflation Debate, Gold Could Win
Joe Foster
An inflationary cycle would be the most bullish for gold, however, a low growth, low inflation situation can present risks that could drive gold for years.
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04 February 2021
Moat Investing
As Moat Stocks Rebound, Inflation Looms
Brandon Rakszawski
The Morningstar Wide Moat Focus Index ended January ahead of the S&P 500 Index. We also touch on inflation and what it may mean for moat stocks.
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28 January 2021
Emerging Market Bonds
What Do Inflation and Growth Mean for EMFX?
Fran Rodilosso
Emerging markets currencies may be primary beneficiaries of the expectations for higher growth and inflation in the U.S., combined with already impressive growth in China.
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13 January 2021
Gold Investing
New Year, Same Risks Drive Gold
Joe Foster
While pandemic-related drivers were responsible for much of gold’s movement in 2020, we expect many of the other drivers that helped to propel gold in 2020 to continue in 2021.
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