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ARTIFICIAL INTELLIGENCE INFRASTRUCTURE SEMICONDUCTORS GEOPOLITICS SUPPLY CHAIN
BUZZ Investing: AI Fervor and Geopolitical Fatigue Fuel a Record Run
Thematic Investing Blog

BUZZ Investing: AI Fervor and Geopolitical Fatigue Fuel a Record Run
U.S. equities staged a powerful recovery in April and early May, as a U.S.-Iran ceasefire, strong Q1 earnings, and renewed AI infrastructure enthusiasm drove a sharp rally led by semiconductors and large-cap technology.

Malacca: The Strait Nobody's Watching
Natural Resources Blog

Malacca: The Strait Nobody's Watching
The world's most critical energy chokepoint isn't Hormuz, it’s Malacca. And the portfolio implications are bigger than most investors realize.

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SMH
VanEck Semiconductor ETF
Exposure to the largest companies in the semiconductor sector
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REMX
VanEck Rare Earth and Strategic Metals ETF
Metals critical to the energy transition and other advanced technologies
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NLR
VanEck Uranium and Nuclear ETF
Exposure to companies associated with nuclear energy, a clean technology at an inflection point
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GPZ
VanEck Alternative Asset Manager ETF
Unmatched Exposure to Private Market Managers
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