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March 25, 2026

Thematic Investing

How to Invest in the AI Supply Chain

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

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March 20, 2026

Natural Resources

Hidden Impact of Strait of Hormuz Disruptions

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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March 17, 2026

Thematic Investing

Investing in the AI Transformation of Pharma

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.

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March 16, 2026

Emerging Markets Equity

Access the Companies Driving China's Innovation Economy

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

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March 12, 2026

Thematic Investing

Sector ETFs for Today’s Market Reality

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

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March 05, 2026

Emerging Markets Equity

A More Selective Way to Invest in India

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

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March 04, 2026

Natural Resources

Energy Markets Enter a New Regime

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

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February 26, 2026

Thematic Investing

AI’s Shift from Buildout to Deployment

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

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February 17, 2026

Natural Resources

Copper: The Electrification Trade

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

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February 11, 2026

Emerging Markets Bonds

Higher Yields, Attractive Value in EM Local Currency Bonds

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

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February 05, 2026

Income Investing

High Yield Opportunities in BDCs

How BDCs offer consistent high yield potential relative to other income-oriented investments

Key takeaways from Houlihan Lokey's BDC Monitor
Why the long-term fundamentals of private credit remain strong
Benefits of a diversified BDC investment approach

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February 04, 2026

Natural Resources

Gold Just Blinked. Investors Shouldn't

Gold and silver YTD performance and key market drivers

What the recent correction means for precious metals and commodities

How RAAX is positioned and what investors can expect going forward

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January 21, 2026

Gold Investing

Gold: What’s Next After a Breakout 2025

Is it too late after gold’s strong 2025 performance?
The durability of key drivers supporting gold prices
Which gold companies may benefit across different price scenarios
Why active management could be critical going forward

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January 14, 2026

Moat Investing

Differentiation for a Broadening Market

Current portfolio characteristics that set the moat suite apart in today’s markets
Key sector and industry themes to watch in 2026
Live Q&A with Morningstar’s equity research team

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January 13, 2026

Model Portfolios

Debasement to Digitization: Allocation for What’s Next

Key 2026 investment themes: Debasement (gold, Bitcoin, real assets), digitization (AI and enabling infrastructure), and decarbonization (nuclear and energy security)
How fiscal policy, interest-rate expectations, geopolitics and regulation shaped stocks, bonds and alternative assets in Q4 2025
How portfolios may adapt in 2026 to balance growth, resilience and emerging risk

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December 16, 2025

Income Investing

Top Income Ideas: Equity, Munis, and Corporate Credit

Combine equity-income tools with traditional fixed income to build more resilient, higher yielding portfolios
Leverage municipal bonds for tax-advantaged income and stability amid fiscal and policy uncertainty
Identify undervalued investment-grade bonds to support income generation and total-return potential while maintaining quality

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December 10, 2025

Digital Assets

The Investment Case for Solana

Understanding Solana: A simple explanation of the network and how it works.
What makes Solana different: Why developers and users choose Solana over other blockchains.
Why investors should pay attention: Key reasons Solana has gained momentum and how it can fit into a portfolio.

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November 25, 2025

Digital Assets

Allocating to Bitcoin: An Opportunistic Approach to Market Volatility

Understand Bitcoin’s Core Drivers: VanEck’s framework identifies three key factors shaping Bitcoin market conditions.
Assess Allocation Opportunities: Learn how the current environment can inform sound, long-term allocation strategies.
Position for the Next Cycle: The impact of macro trends, including the upcoming halving, on Bitcoin’s longer-term trajectory.

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November 20, 2025

Thematic Investing

Backing an AI Buildout, Not a Bubble

The evolving drivers of semiconductor demand
Assessing if we're in a bubble or just in the early innings of a structural shift
Live Q&A to answer your top questions

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November 19, 2025

Income Investing

Rate Cuts Are Back: Where to Find Yield Now

What the Fed’s shift to easing means for income-focused investors
How the high yield potential of BDCs and mortgage REITs can help offset falling rates
Why a diversified approach makes sense when accessing these markets

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November 17, 2025

Emerging Markets Bonds

The Case for EM Bonds: High Yields, Better Value

How EM bonds fit in a de-dollarizing world
Why emerging markets debt has been attractive in today’s market
How our investment process finds compelling opportunities in evolving geopolitical conditions

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October 30, 2025

Income Investing

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