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Webinars

  • Recommended
Thematic Investing
The Enterprise AI Boom Is Here. What Investors Need to Know.
  • 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
Speaker(s):
  • Angus Shillington
    Angus Shillington
    Portfolio Manager
  • Nick Frasse
    Nick Frasse
    Product Manager
May 07, 2026
11:00 AM US ET
Register
Viewing
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
January 13, 2026
Model Portfolios
Debasement to Digitization: Allocation for What’s Next
Jan van Eck
David Schassler
Charles Cameron
  • 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
Watch Replay
November 25, 2025
Model Portfolios
Allocating to Bitcoin: An Opportunistic Approach to Market Volatility
Jan van Eck
David Schassler
Charles Cameron
  • 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.
Watch Replay
October 07, 2025
Model Portfolios
De-Dollarization to Digitization: Allocation for What’s Next
Jan van Eck
David Schassler
Charles Cameron
  • Key Investment Themes: De-dollarization (gold, Bitcoin, real assets), Digitization (AI), Decarbonization (nuclear)
  • Market Review: Government spending, normalizing rates, and regulatory shifts shaping stocks, bonds, real and digital assets
  • Opportunities Ahead: Allocation shifts to capture growth, resilience, and manage risks into 2026
Watch Replay
July 02, 2025
Model Portfolios
Investing for a New Era: De-Dollarized. Digitized. Decarbonized.
Jan van Eck
David Schassler
Charles Cameron
  • What's working and what's not across traditional and alternative asset classes
  • Gold, bitcoin and real assets as potential hedges against de-dollarization and fiscal disorder
  • How AI and digitization trends are transforming equity markets
  • The case for nuclear energy in a high-demand, decarbonizing world
Watch Replay
April 10, 2025
Model Portfolios
Aligning Allocations with Uncertain Markets
Jan van Eck
David Schassler
Charles Cameron
Watch Replay
May 15, 2023
Model Portfolios
The New Paradigm and Why Gold and Bitcoin Are Rallying
Jan van Eck
David Schassler
  • Navigating the recent banking turmoil
  • How investors can diversify their portfolios
  • Live Q&A
Watch Replay