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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What the Fed's Next Move Means for Fixed Income Portfolios

The Race to Break China’s Rare Earth Supply Control

Rare earths have become a strategic lever in global trade. As China tightens export controls, nations are racing to build domestic supply chains and secure access to these critical materials.

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Computer board with city skyline on a computer chip.

Is AI a Bubble? The Dot-Com Bubble vs. Today’s AI Revolution

AI’s growth is unlike the dot-com bubble, driven by profitable firms reinvesting in real infrastructure. Semiconductor innovation and power expansion underpin a lasting tech transformation

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A collection of articles of VanEck in the news

AI Meets Nuclear: Powering the Next Wave of Innovation

As artificial intelligence drives unprecedented energy demand, nuclear power is emerging as a critical enabler. Discover how this convergence is reshaping the energy and investment landscape.

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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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