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ARTIFICIAL INTELLIGENCE GOLD TECHNOLOGY VALUATIONS FISCAL POLICY
How AI Is Reshaping Drug Discovery and Healthcare Investing
Thematic Investing Blog

How AI Is Reshaping Drug Discovery and Healthcare Investing
AI is quietly reshaping drug discovery, improving early-stage efficiency and influencing how biotech innovators and pharmaceutical leaders approach pipeline development and long-term growth.

BUZZ Investing: Macro Recalibration and Valuation Discipline Shape Performance
Thematic Investing Blog

BUZZ Investing: Macro Recalibration and Valuation Discipline Shape Performance
Investor sentiment turned more selective as markets rewarded tangible fundamentals and execution over elevated expectations entering 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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