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

Portfolio Manager, Gold and Precious Metals
David Schassler

Head of Multi-Asset Solutions
Axel Merk

President and Chief Investment Officer of Merk Investments
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

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.

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June 23, 2026

Thematic Investing

The New Space Economy Is Built for Investors

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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May 13, 2026

Thematic Investing

Why the Space Economy Is a Trillion Dollar Investment Opportunity

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.

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

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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 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 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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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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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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September 17, 2025

Thematic Investing

Private Markets Momentum Starts Here

How today’s demand trends are reshaping alternative investments
Alternatives’ portfolio benefits, including yield and diversification
Targeted access to top private market firms in an ETF

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September 09, 2025

Thematic Investing

What Traditional Sector ETFs Get Wrong — And How to Fix It

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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August 28, 2025

Thematic Investing

Nvidia Earnings: The Market Signal for AI and Semiconductors