VanEck

More value is being created in private markets than ever before, and it is happening earlier in a company’s life, well before an IPO. For investors focused exclusively on public equities, that means a growing portion of the growth story is simply out of reach. This webinar explores the current private market environment, the case for late-stage private growth investing, and how to think about accessing this opportunity as part of a broader portfolio.

See how Jan van Eck's Q3 outlook can be translated into actionable ETF ideas across semiconductors, private credit, gold and bitcoin. In a recent webinar, Pat Schramm, Managing Director and Head of National Accounts, shared ideas for turning VanEck's Q3 outlook into portfolio decisions for allocators navigating today's markets. Key Takeaways: Semiconductors remain the backbone of the AI buildout: Chip stocks have historically rebounded strongly following pullbacks in the mid-teens to 20%.

See how Jan van Eck's Q3 outlook can be translated into actionable ETF ideas across semiconductors, private credit, gold and bitcoin. In a recent webinar, Pat Schramm, Managing Director and Head of National Accounts, shared ideas for turning VanEck's Q3 outlook into portfolio decisions for allocators navigating today's markets. Key Takeaways: Semiconductors remain the backbone of the AI buildout: Chip stocks have historically rebounded strongly following pullbacks in the mid-teens to 20%.

Global rearmament is a metals race in disguise. Defense budgets are surging, hardware drives the spend, and China controls the supply — yet resource equities remain unpriced. We see an opportunity. Key Takeaways The global rearmament surge — led by a record $1.5 trillion U.S. defense request and NATO's pledge to reach 5% of GDP is fundamentally a hardware build-up, making it a metals order in disguise.

Personalize Your Experience As a global investment manager, we offer unique, specialized content based on region and investor type. For the best experience, please select from the below: Select Your Country / Region Select Investor Type AI winners keep shifting; bet on physical infrastructure, real assets, and diversification over any single tech name.

Important Disclosure 1 Source: U.S. Census Bureau 2 Source: worldometers.com, macrotrends.net, The World Bank 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.

Emerging market local currency bonds have historically offered higher yields than developed market fixed income, with returns driven by both bond income and currency moves. Key Takeaways: EM local currency bonds have historically offered meaningfully higher yields than developed market alternatives. Beyond yield, investors also gain exposure to potential currency appreciation as a second return driver.

The 2026 market looks calm on the surface, but sector dynamics are anything but. Concentration in semiconductors is extreme while value, energy, and healthcare quietly gain ground. Key takeaways Semiconductor stocks now make up ~42% of the S&P 500 tech sector and ~20% of the full index, meaning passive investors are making a concentrated bet on AI-adjacent chip names (Fact Set, July 20, 2026).

With GDP slowing and inflation above target, the risks for stagflation are rising. In this blog, we explore how real assets like gold and TIPS can help protect your portfolio. Key Takeaways Real U.S. GDP decelerated from +4.4% in Q3 2025 to +0.5% in Q4 2025, before rebounding to +2.1% in Q1 2026. Meanwhile, core PCE inflation rose +3.4% year-over-year in May 2026, well above the Fed's 2% target.

VanEck's Q3 2026 outlook makes the case for staying invested but being more selective. Join us as we examine the macro backdrop heading into the third quarter, the structural themes we believe will continue to drive markets, and how advisors can translate those views into actionable portfolio decisions across AI, real assets, India, and private markets.