Q1 2026 Outlook: Visibility Means Risk On

Entering 2026, clearer fiscal and monetary signals support a more risk-on outlook, as AI, private credit, gold, India and crypto reset into more compelling opportunities.

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Computer board with city skyline on a computer chip.

What If AI Went Away Today? A Simple Look at Semiconductors

AI accelerates chip demand, but semiconductors thrive on broader, durable markets. Even without AI, innovation, diversified end uses, and long-term growth would keep the industry advancing.

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Gold Hits Record Highs: Why the Rally Isn’t Over

Gold in 2025: A New Era of Structural Strength and Enduring Appeal

Gold hit record highs in 2025, driven by central bank demand, de-dollarization, and investor return.

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VanEck Turns 70: Staying Ahead in a World That Never Stands Still

Plan for 2026: Predictions from Our Portfolio Managers

Get your portfolio ready for 2026 with detailed insights from VanEck’s investment team about the factors driving risk and returns in their respective asset classes.

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Access the Opportunities

For 70 years, VanEck has sought to identify trends—economic, technological, political and social—that shape financial markets. We consider whether these create opportunities, perhaps even new asset classes, or present potential risks to existing portfolios. Through intelligently designed, competitively priced solutions we empower investors to gain exposure effectively.

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CEO Jan van Eck on John van Eck’s vision

“He built this firm on the idea that the world is constantly changing, and that by understanding those shifts early, you could create real opportunity for clients. That belief still guides us today.”

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It's Not Too Late to Invest in Gold

This market is built for gold amid inflation, government debt, and geopolitical risks. Learn about its safe haven role and how much to allocate.

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