A Macro Playbook for Market Volatility and Geopolitical Conflict
Webinar details
April 08, 2026
02:00 PM US ET
Duration
Markets face a convergence of intensifying forces: structural inflation risks, geopolitical conflict, and energy market disruption. In this webinar, VanEck's Asset Allocation Committee examines how the key market developments of early 2026 are reshaping investment opportunities ahead.
Join CEO Jan van Eck, Head of Multi-Asset Solutions David Schassler, and Asset Allocation Committee member Charles Cameron as they discuss how dominant macro trends are influencing portfolio construction and driving positioning within VanEck's models, including the core allocation of the VanEck Wealth Builder Plus.
- Key 2026 investment themes: Debasement (gold, commodities, real assets), geopolitical risk (energy security, defense spending), and de-globalization (supply chain resilience and strategic independence)
- How conflict duration, oil price shocks, and rising inflation expectations are impacting stocks, bonds, and alternative assets
- How portfolios may need to evolve beyond traditional 60/40 allocations to build resilience
An on demand replay will be available immediately after the live webinar.
