VanEck

Make sure you’re diversified in your equity portfolio, CEO Jan van Eck highlights on Thoughtful Money with Adam Taggart. Watch the full discussion here: https://lnkd.in/eRJZirCB.

September was packed with economic shifts. This update from David Schassler provides a quick macro review for allocators as well as a look at how VanEck’s Thematic Disruption performed.

As global power demand soars and the need for low-carbon solutions intensifies, #nuclear energy is experiencing a resurgence. From powering #AI and cloud data centers to supporting the vast electrification of the world, the role of nuclear energy is expanding. Join us to learn how you can capitalize on the growing shift towards nuclear power. Register here: https://lnkd.in/esTpA4Bk On Thursday, 10/17 at 11 AM ET we'll discuss: -Key forces fueling the investment case for nuclear energy -Nuclear as a more reliable and low-carbon power source -Accessing the full value chain of the nuclear energy industry

Let’s be honest: crypto is at a crossroads. Obsession with infrastructure investments and token launches has created an imbalance, diverting attention from products that deliver real value to users. Trust has eroded as too many VCs chase short-term gains with unlocks. What’s missing? Real conviction, commitment, and accountability.   Despite shaky sentiment and regulatory migraines, we’re not backing down. We believe this technology will reshape the financial system and beyond.   That's why we're launching VanEck Ventures, a $30M early-stage fund committed to investing in visionary founders operating at the intersection of fintech, crypto, and artificial intelligence. We've already launched liquid token funds, ETFs, and ETPs, but this fund marks our expansion into the early-stage venture ecosystem, where we think some of the most exciting companies in fintech are being built today.   Our investment philosophy is clear: We're infrastructure-agnostic and investing in exceptional teams defining the application layer in their respective categories. Our core focus includes tokenized asset issuers, marketplaces, on-chain payments middleware, and applications built on stablecoins.   VanEck Ventures will be led by Wyatt Lonergan and Juan Lopez, formerly of Circle Ventures, where they invested in over 100 early-stage companies from infrastructure to consumer applications. We expect to make 25 to 35 investments with check sizes around $1 million over the next few years. The fund has already made four investments to be announced soon.   If you’re a founder crazy enough to build something great, we may be crazy enough to fund it. Let’s talk. DM Wyatt Lonergan and Juan C. Lopez

Jeffrey Hirsch, Editor-in-Chief of Stock Trader's Almanac, returns to Trends with Benefits four years later as we approach another presidential election. Jeff and Edward Lopez discuss the unique characteristics of the 2024 election and the cyclical nature of markets. Jeff also chats about small-cap stocks and gold’s ascent this year. https://lnkd.in/eeymm_E3

Find out what’s impacting natural resources, including China’s stimulus and conflict in the Middle East.

What are U.S. investors starting to do? Reduce their U.S. overweight and increase emerging markets and international investments, CEO Jan van Eck explains on Thoughtful Money with Adam Taggart. Watch the full discussion here: https://lnkd.in/eRJZirCB

Mega-cap growth continues to be the predominant market force, making many investors overdependent on ongoing performance directly tied to the current market environment. With uncertain conditions given recent macro events, diversification and stock selection (beyond broad growth and technology exposure) could become even more critical to equity exposure. With its focus on high quality and attractive valuations independent of style or sector, Morningstar’s wide moat investing philosophy offers investors a proven contrarian approach that, after a recent index rebalance, has increased exposure to core stocks relative to the S&P 500 Index. Hear directly from Morningstar’s equity research team for their perspective on market trends and the companies they cover. Register here: https://lnkd.in/e8aj2yCG We’ll highlight recent portfolio changes, including: -Current portfolio characteristics, including overweight to core/blend stocks -New wide moat companies added to the portfolio -Live Q&A with Morningstar’s equity research team on select moat-rated companies

Nuclear energy is emerging as a vital contributor to meeting the surge in global power demand. In this Newsletter, we discuss the three key forces that are currently powering the investment case for the nuclear energy ecosystem.

Jan van Eck discusses his latest market outlook in this episode of Thoughtful Money with Adam Taggart. Check it out!