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The traditional 60/40 portfolio is being tested by persistent inflation risks, rapid technological innovation, and shifting monetary dynamics. How should advisors adapt?
Join David Schassler, VanEck’s Head of Multi-Asset Solutions, as he discusses how portfolios can evolve to better navigate today’s environment. He will explore how themes such as artificial intelligence, monetary debasement, and asset scarcity—across both physical and digital assets—may complement traditional equities and bonds.
Gold price swings in January highlighted volatility, not weakness. Strong demand, central bank buying and improving miner fundamentals continue to support a durable long-term bull market in 2026.
Robotics is scaling globally, with installations near record highs and adoption expanding beyond factories into logistics and healthcare, driving durable automation growth.
Discover why we believe gold drawdowns are normal, why the bull market has room to run, and the case for including real assets in every portfolio.
Bitcoin’s February selloff reflects orderly deleveraging rather than capitulation. Despite a roughly 20% YTD decline, leverage has normalized and volatility remains below prior bear-market levels.
In January, moat stocks found support as leadership broadened beyond mega-cap tech, with energy, materials, and staples leading and small-caps outperforming.