Debasement to Digitization: Allocation for What’s Next
Webinar details
January 13, 2026
11:00 AM US ET
As 2025 drew to a close, markets faced a convergence of pivotal forces: late-cycle fiscal dynamics, shifting monetary expectations, rapid advances in AI, and continued evolution in real and digital assets. In this webinar, VanEck’s Asset Allocation Committee looks at how the key market developments of Q4 2025 are shaping investment opportunities in 2026.
Join CEO Jan van Eck, Head of Multi-Asset Solutions David Schassler, and Asset Allocation Committee member Charles Cameron as they discuss how dominant macro trends are influencing portfolio construction and driving positioning within VanEck’s models, including the core allocation of the VanEck Wealth Builder Plus.
- Key 2026 investment themes: Debasement (gold, Bitcoin, real assets), digitization (AI and enabling infrastructure), and decarbonization (nuclear and energy security)
- How fiscal policy, interest-rate expectations, geopolitics and regulation shaped stocks, bonds and alternative assets in Q4 2025
- How portfolios may adapt in 2026 to balance growth, resilience and emerging risk
Important Disclosures
Bitcoin (BTC): The first decentralized cryptocurrency, enabling peer-to-peer transactions without intermediaries, secured through a proof-of-work blockchain.
This content is intended for educational purposes only. Please note that the availability of the products mentioned may vary by country, and it is recommended to check with your local stock exchange.
This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities, financial instruments or digital assets mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, tax advice, or any call to action. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results, are for illustrative purposes only, are valid as of the date of this communication, and are subject to change without notice. Actual future performance of any assets or industries mentioned are unknown. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the speaker(s), but not necessarily those of VanEck or its other employees.
The model is not a mutual fund or other type of security and will not be registered with the Securities and Exchange Commission as an investment company under the Investment Company Act of 1940, as amended, and no units or shares of the model will be registered under the Securities Act of 1933, as amended, nor will they be registered with any state securities regulator. Accordingly, the model is not subject to compliance with the requirements of such acts.
Please note that any content generated by an Artificial Intelligence (AI) system has not been subject to a human review, and thus no assurance can be made as to its accuracy. Please exercise caution when using AI systems and verify the content produced through such systems wherever possible.
Investments in digital assets are subject to significant risk and are not suitable for all investors. The value of digital assets is highly volatile, and you can lose your entire principal investment.
No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of VanEck.
All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future performance.
© Van Eck Associates Corporation.
Intelligently-designed exposure across asset classes for diversified portfolios
Important Disclosures
Bitcoin (BTC): The first decentralized cryptocurrency, enabling peer-to-peer transactions without intermediaries, secured through a proof-of-work blockchain.
This content is intended for educational purposes only. Please note that the availability of the products mentioned may vary by country, and it is recommended to check with your local stock exchange.
This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities, financial instruments or digital assets mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, tax advice, or any call to action. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results, are for illustrative purposes only, are valid as of the date of this communication, and are subject to change without notice. Actual future performance of any assets or industries mentioned are unknown. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the speaker(s), but not necessarily those of VanEck or its other employees.
The model is not a mutual fund or other type of security and will not be registered with the Securities and Exchange Commission as an investment company under the Investment Company Act of 1940, as amended, and no units or shares of the model will be registered under the Securities Act of 1933, as amended, nor will they be registered with any state securities regulator. Accordingly, the model is not subject to compliance with the requirements of such acts.
Please note that any content generated by an Artificial Intelligence (AI) system has not been subject to a human review, and thus no assurance can be made as to its accuracy. Please exercise caution when using AI systems and verify the content produced through such systems wherever possible.
Investments in digital assets are subject to significant risk and are not suitable for all investors. The value of digital assets is highly volatile, and you can lose your entire principal investment.
No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of VanEck.
All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future performance.
© Van Eck Associates Corporation.