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GEOPOLITICS COMMODITIES ENERGY ARTIFICIAL INTELLIGENCE OIL SERVICES
Oil Shock, AI Tailwinds, and Portfolio Shifts Across Emerging Markets
Emerging Markets Equity Blog

Oil Shock, AI Tailwinds, and Portfolio Shifts Across Emerging Markets
Emerging markets started off strong in 2026, but Middle East conflict and surging oil prices created new headwinds, leading to targeted portfolio changes.

What the Iran War Means for Emerging Markets
Emerging Markets Bonds Blog

What the Iran War Means for Emerging Markets
The Iran war reshaped global dynamics, boosting EM commodities exporters and CNY as key anchors for emerging market stability.

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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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