September 21, 2026 | 1:00pm ET | 1 CE Credit

Real Assets Matter More Than Ever

AI's buildout phase isn't just a story for tech stocks — it's fueling a real-asset supercycle. As compute demand accelerates, the strain on natural resources, power generation, and physical infrastructure is creating a durable tailwind for the real economy.

Join David Schassler, VanEck's Head of Multi-Asset Solutions, for a look at how advisors can position client portfolios to capture this convergence of AI, infrastructure, and real assets. He will explore how commodities, infrastructure, natural resource equities, and gold each play a distinct role, and practical considerations for implementing real asset exposure.

    Speakers

    David Schassler

    Head of Multi-Asset Solutions

    VanEck

    Read Bio

    Read More from VanEck

    A Roadmap for a Gold Bull Market 

    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.

    The ETFs Powering the AI Supply Chain

    Robotics is scaling globally, with installations near record highs and adoption expanding beyond factories into logistics and healthcare, driving durable automation growth.

    Why Gold's Pullback is a Setup, Not a Setback

    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.

    What Triggered Bitcoin’s Major Selloff in February 2026?

    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.

    Moat Stocks Gain on Defensive Sector Strength

    In January, moat stocks found support as leadership broadened beyond mega-cap tech, with energy, materials, and staples leading and small-caps outperforming.

    VanEck Model Portfolios

    Intelligently-designed exposure across asset classes for diversified portfolios

    Copyright RIA Database & RIA Channel. All Rights Reserved © 2026.