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Q1 2026 Outlook: Visibility Means Risk On
Investment Outlook Blog

Q1 2026 Outlook: Visibility Means Risk On
Entering 2026, clearer fiscal and monetary signals support a more risk-on outlook, as AI, private credit, gold, India and crypto reset into more compelling opportunities.

Stage Set for Moat Stocks After Strong 2025 Close
Moat Investing Blog

Stage Set for Moat Stocks After Strong 2025 Close
A strong December capped a year of resilience for moat strategies, as quality stock selection and renewed exposure to mega-caps position them for 2026.

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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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