Skip directly to Accessibility Notice
  • Guided Allocation

    August 19, 2021

    Stop Trying to Forecast, Inflation is Here

    by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck

    High inflation, massive infrastructure spending and relative valuations are creating significant tailwinds for real asset prices. RAAX remains well positioned to benefit from this environment.

     Read more
    Guided Allocation

    July 20, 2021

    Transitory Inflation, Don’t bet on it

    by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck

    RAAX offers investors a one-stop solution to gaining exposure to the segments of the real asset universe that historically performed well during the high inflationary regimes of the past.

     Read more
    Guided Allocation

    July 20, 2021

    Growth Resurgence Reduces Value

    by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck

    Key indicators point to slowing economic growth and heightened near-term volatility. The Fund will continue to monitor these risks and adjust its exposure, as necessary.

     Read more
    Guided Allocation

    June 25, 2021

    Real Assets Responding to Real Inflation

    by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck

    To date, 2021 has been a strong year for real asset investors. RAAX continues to benefit from higher inflation and high commodity prices have led to the strong performance of natural resource equities.

     Read more
    Guided Allocation

    June 22, 2021

    There’s Value in Staying the Course

    by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck

    The Fund outperformed its benchmark in May as a result of its continued overweight allocation to equities, but is positioned to adjust its exposures, from offensive to defensive, as needed.

     Read more
    Guided Allocation

    June 16, 2021

    Inflation Is Here: Time to Get Real with Real Assets

    by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck

    This white paper seeks to help investors navigate an investment climate that most have never experienced: high inflation.

     Read more
    Guided Allocation

    June 02, 2021

    As the inflation debate seemingly shifts from "how much" to "how long", we highlight our suite of inflation-sensitive investing solutions.

     Read more
    Guided Allocation

    May 14, 2021

    Value Added for Inflation

    by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck

    The Fund’s equity overweight position provided positive returns in April and it remains positioned to take advantage of the recovery while continuing to monitor increasingly weakened valuation support.

     Read more
    Guided Allocation

    May 14, 2021

    RAAX Heats Up on Warming Inflation

    by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck

    Real assets have been a top performing segment of the market for the past six months and continue to benefit from the threats of higher inflation and the overall strength of the economy.

     Read more
    Guided Allocation

    April 20, 2021

    Optimism Builds on Infrastructure Proposal

    by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck

    Future demand for real assets should remain strong based on increased demand in infrastructure spending and an abundance of inflationary pressures, potentially making it a top performing asset class.

     Read more


  •