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The Hormuz Domino Effect: From Energy Shock to Food Crisis
Natural Resources Blog

The Hormuz Domino Effect: From Energy Shock to Food Crisis
Discover why Strait of Hormuz disruptions extend beyond oil, how supply shocks are transmitting into agriculture markets, and what third-order commodity effects may mean for portfolios.

Moat Index Leans into Tech Opportunities
Moat Investing Blog

Moat Index Leans into Tech Opportunities
The Moat Index added NVIDIA, Broadcom and new names following its quarterly review, as tech dislocations created opportunity, while maintaining a value tilt and notable discount to fair value.

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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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