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Webinars

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Gold Investing
Gold's Pullback and The Opportunity Ahead
  • What the first half’s dramatic price action reveals about gold’s evolving drivers
  • How de-dollarization and central bank reserve shifts are reshaping the long-term case for gold
  • Practical guidance on allocating across gold and gold equities in the current environment
Speaker(s):
  • Imaru Casanova
    Imaru Casanova
    Portfolio Manager, Gold and Precious Metals
  • David Schassler
    David Schassler
    Head of Multi-Asset Solutions
  • Axel Merk
    Axel Merk
    President and Chief Investment Officer of Merk Investments
  • Andrew Musgraves
    Andrew Musgraves
    Senior Product Manager
July 20, 2026
11:00 AM US ET
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July 14, 2026
Thematic Investing
China's Semiconductor Race: A Missing Allocation
Angus Shillington
John Patrick Lee, CFA
  • Why U.S. export controls accelerated China’s semiconductor build-out rather than slowing it
  • How policy is routing demand to domestic suppliers across design, fabrication, and equipment
  • Why the companies at the center of this build-out are largely absent from conventional semiconductor and China allocations
Access the full presentation here.
Watch Replay
July 08, 2026
Model Portfolios
Mid-Year Outlook: Repositioning for H2
Jan van Eck
David Schassler
Charles Cameron
Patrick Schramm
  • Assess what market moves so far in 2026 may signal for the path ahead
  • Examine rate and inflation dynamics shaping the rest-of-year opportunity set
  • Identify asset class positioning considerations for Q3 and beyond  
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June 29, 2026
Income Investing
Beyond Traditional Income: Preferred Securities and BDCs
Phil McKeon
Coulter Regal, CFA
  • Why equity income may offer yield and diversification benefits beyond traditional fixed income allocations
  • How non-financial preferred securities have historically offered higher yields and a more differentiated income profile than financial-dominated preferred indexes
  • Why BDCs may represent a distinct opportunity for income, with exposure to private credit cash flows through a publicly traded structure
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June 23, 2026
Thematic Investing
The New Space Economy Is Built for Investors
Nick Frasse
Casey McLaren
  • Why the space economy has reached a commercial inflection point and what has changed for investors
  • What pure-play exposure looks like across the space value chain
  • How index construction and fast-track IPO rules shape what’s in a space ETF
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  • Recommended
June 09, 2026
Digital Assets
BNB Chain and the Rise of On-Chain Finance
Patrick Bush
Kyle DaCruz
Luke Xiao
  • Explore exposure to BNB as a distinct digital asset with its own on-chain activity and ecosystem fundamentals
  • Understand how physical backing and cold storage* custody reduce operational risk relative to direct ownership
  • Discuss how exposure to BNB may serve as a differentiated complement to existing Bitcoin and Ethereum exposure
Access the full presentation here.
Watch Replay
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May 27, 2026
Natural Resources
Powering AI, Defense, and the Grid: Rare Earths & Copper
Charl Malan
Andrew Musgraves
  • Understand why rare earths and copper are essential to defense, EVs, AI infrastructure, and the energy transition
  • Examine the supply chain bottlenecks, valuation risks, and market dynamics shaping the opportunity
  • Explore how investors can think selectively about rare earths, copper, and the broader critical minerals theme
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  • Recommended
May 19, 2026
Natural Resources
The Oil Shock is Not Over. Here's What Comes Next.
Shawn Reynolds
Geoffery King
Alan Shih
Andrew Musgraves
  • Understand why current supply disruptions may represent a longer-term structural shift rather than a short-lived price spike
  • Explore how rising demand from AI, electrification, and global infrastructure is reinforcing the investment case for oil
  • Learn what to look for in energy companies that may be better positioned in this environment
Access the full presentation here.
Watch Replay
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May 13, 2026
Thematic Investing
Why the Space Economy Is a Trillion Dollar Investment Opportunity
Nick Frasse
Hugh Clark
  • Identify the commercial segments behind the space economy and the forces accelerating their growth
  • Examine how AI is creating new applications and revenue streams across space technology
  • Understand how to access the space economy through focused exposure to pure-play companies
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May 07, 2026
Thematic Investing
The Enterprise AI Boom Is Here. What Investors Need to Know.
Angus Shillington
Nick Frasse
  • How AI models are beginning to monetize at the enterprise level and what real-world adoption looks like
  • How the major components of the semiconductor landscape are interacting and why diversified exposure may outperform
  • Why the memory trade may be losing momentum and which areas of the market are better positioned as the cycle matures
Watch Replay
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April 29, 2026
Gold Investing
Gold’s Bullish Path Ahead: Outlook, Miners and Portfolio Positioning
Imaru Casanova
David Schassler
Axel Merk
Andrew Musgraves
  • The macro forces shaping gold's outlook, including geopolitical risk, central bank demand and U.S. fiscal pressures
  • How gold miners are navigating today's environment and where opportunities may emerge
  • How investors are approaching gold allocations, including how to allocate across gold and gold equities within a diversified portfolio
Watch Replay
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April 14, 2026
Moat Investing
The SaaSpocalypse and Moats: Separating Hype from Reality
Brandon Rakszawski
Andrew Lane
Eric Compton, CFA
Malik Ahmed Khan, CFA
  • What’s driving the SaaSpocalypse and whether the selloff is justified
  • Morningstar’s updated moat ratings framework for evaluating software companies in an AI world
  • A deep dive of moat rating reviews for select software names
Watch Replay
April 08, 2026
Model Portfolios
A Macro Playbook for Market Volatility and Geopolitical Conflict
Jan van Eck
David Schassler
Charles Cameron
  • 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
Watch Replay
  • Recommended
March 25, 2026
Thematic Investing
How to Invest in the AI Supply Chain
Andrew Musgraves
Coulter Regal, CFA
Nick Frasse
  • Understand the physical infrastructure behind AI: chips, power, and critical minerals
  • How AI-driven demand is changing energy and resource markets
  • Ways to gain targeted exposure to the AI supply chain
Watch Replay
  • Recommended
March 20, 2026
Natural Resources
Hidden Impact of Strait of Hormuz Disruptions
Shawn Reynolds
Ammar James
Andrew Musgraves
  • Asset classes and sectors that may experience the biggest disruptions
  • Hidden ripple effects on everyday costs like food and household essentials
  • Commodity vs. equity divergence and the near, medium, and long-term outlook
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  • Recommended
March 17, 2026
Thematic Investing
Investing in the AI Transformation of Pharma
Phil McKeon
Nick Frasse
  • AI is improving drug discovery efficiency by increasing early-stage success rates and reducing the cost and time required to bring new therapies to market.
  • Smarter trial design and patient selection powered by AI may help improve overall pipeline outcomes and capital efficiency across the industry.
  • For investors, large, diversified pharma and biotech firms are well-positioned to benefit as AI becomes embedded across R&D and operations.
Watch Replay
  • Recommended
March 16, 2026
Emerging Markets Equity
Access the Companies Driving China's Innovation Economy
John Patrick Lee, CFA
Sunny Bokhari
  • The forces behind China’s recent equity momentum
  • How digitization and the energy transition are fueling China's innovation economy
  • Concentrated exposure to many of China's highest-growth companies
Watch Replay
  • Recommended
March 12, 2026
Thematic Investing
Sector ETFs for Today’s Market Reality
Michael Cohick
Drew Anderson
  • Examine the growing impact of stock concentration on performance
  • Understand the limitations of traditional sector ETFs in capturing today's leaders
  • Discover how to build more precise, benchmark-aligned allocations
Watch Replay
  • Recommended
March 05, 2026
Emerging Markets Equity
A More Selective Way to Invest in India
Angus Shillington
John Patrick Lee, CFA
  • Understand how Indian companies are benefiting from India’s digital transformation
  • Why active exposure in India is crucial to avoid underperforming companies that create performance drag
  • How our investment process is active by design but anchored in systematic discipline
Watch Replay
  • Recommended
March 04, 2026
Natural Resources
Energy Markets Enter a New Regime
Shawn Reynolds
Andrew Musgraves
  • Why this disruption may last longer than past geopolitical shocks
  • What supply risks mean for oil and LNG prices
  • The investment opportunity in traditional energy amid rising AI-driven energy demand
Watch Replay
  • Recommended
February 26, 2026
Thematic Investing
AI’s Shift from Buildout to Deployment
Angus Shillington
Nick Frasse
  • How AI demand visibility, pricing power, and supply constraints across semiconductors are shaping infrastructure sustainability
  • Why hyperscaler AI spending levels and emerging return signals are driving the peak investment debate
  • AI adoption is increasingly moving beyond infrastructure buildout into enterprise implementation and monetization
Watch Replay
  • Recommended
February 17, 2026
Natural Resources
Copper: The Electrification Trade
Charl Malan
Patrick Finn, CFA
  • Key drivers of copper's rally
  • How AI and data center expansion are translating into real-world metals demand
  • What long-term supply and demand dynamics could mean for copper prices
Watch Replay
  • Recommended
February 11, 2026
Emerging Markets Bonds
Higher Yields, Attractive Value in EM Local Currency Bonds
Fran Rodilosso
William Sokol
  • EM local currency bonds delivered strong 2025 performance
  • EM fundamentals are attractive relative to developed markets
  • How to gain diversified exposure to EM local currency bonds
Watch Replay
February 05, 2026
Income Investing
High Yield Opportunities in BDCs
Coulter Regal, CFA
Nico Cortese, CFA
Watch Replay
February 04, 2026
Natural Resources
Gold Just Blinked. Investors Shouldn't
David Schassler
Charles Cameron
Patrick Schramm
Watch Replay