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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BDCs Emerge as a High-Yield Haven as Private Credit Shifts

BDCs continue to offer some of the highest yields in private credit and pullbacks may allow investors to capture tax benefits while staying invested.

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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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Debasement to Digitization

Allocation for What’s Next

Watch CEO Jan van Eck, Head of Multi-Asset Solutions David Schassler, and Asset Allocation Committee member Charles Cameron as they discuss key 2026 investment themes.

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ETF Spotlight

BIZD VanEck BDC Income ETF

BDCs offer attractive income through higher-interest lending to private, middle-market businesses.

Top Performers

DAPP Digital Transformation ETF

+84.8%

SMH Semiconductor ETF

+53.2%

GDXJ Junior Gold Miners ETF

+50.1%

as of 12/31/25

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Funds mentioned above are for information only, not investment advice or recommendations. Other funds may have performed differently. Past performance is not indicative of future results. Click any fund for standardized performance and risks.

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What to watch in the markets and the global economy from CEO Jan van Eck and our investment professionals

The VanEck Merk Gold ETF (OUNZ) offers exposure to gold bullion with the ability to take physical delivery

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.”