Navigate Market Storms
The difficulty of predicting market cycles highlights the importance of preparation. This means positioning portfolios to help protect assets in bear markets while also being ready to participate when markets again turn favorable. VanEck’s Guided Allocation Suite is designed to participate meaningfully in bull markets and seek to de-risk in bear markets by minimizing the impact of market downturns.
Larger Gains Are Required to Recover from Losses
Source: VanEck. The figures above were achieved by means of a mathematical formula and do not reflect results of any one investment.
VanEck's Guided Allocation Suite
Continuing our pursuit of forward-looking strategies, VanEck identified a need for asset allocation strategies with the flexibility to adapt across market conditions, offsetting a potential drawback inherent with strategic, buy-and-hold investments. While there are some differences, VanEck’s Guided Allocation Suite share common attributes including:
- Objective, rules-based approaches to make tactical asset allocation decisions
- Ability to aggressively de-risk in times of market stress
- Use of liquid, cost-effective ETFs for broad, efficient exposures
Tactical exposure to municipal fixed income using various objective, data-driven indicators in an attempt to identify periods of heightened credit and/or duration risks.
Tactical exposure to U.S. equity with trade signals triggered by technical indicators.
Comprehensive exposure across commodities, natural resource equities, REITs, MLPs, and infrastructure.
Core asset allocation across global stocks and U.S. fixed income using Ned Davis Research (NDR) indicators.
Visit our blog to learn more about the Guided Allocation philosophy and how it is applied to RAAX, LFEQ, and the VanEck NDR Managed Allocation Fund.
Celebrating Three Years of Managed Allocation (4:12)
Responding to Rising Risks (4:21)