VanEck

A hidden set of byproduct materials powers modern life, and their supply depends entirely on decisions made for other industries. Meet the hitchhiker commodities, and why they matter now.

Our Modern Investor Summit with Finimize was a packed house in NYC last night. Thank you to our speakers for the sharp perspective, and to everyone who showed up and brought the energy.

Know someone with a fresh take on markets that actually makes you stop and think? We’re looking for podcast guests with strong opinions, unique perspectives, and a knack for making complex ideas simple. Tag them below.  

Twenty years ago, the launch of our Gold Miners ETF (GDX) marked the start of VanEck's ETF business. Two decades later, its anniversary falls in a year that invites a much longer look back: 2026 also marks America's 250th birthday, and gold runs through the entire American story. In 1968, with gold still fixed at $35 an ounce under the Bretton Woods system, founder John C. van Eck launched the first U.S. open-ended gold equity mutual fund, grounded in the conviction that gold's role in the financial system was about to change dramatically. Three years later, President Nixon proved him right, severing the dollar’s convertibility to gold on August 15, 1971. Rather than diminishing gold's relevance, that break transformed it. Gold became a market-driven store of value and a hedge against the very monetary expansion that the end of the gold standard made possible. By the mid-2000s, the ETF revolution was reshaping how investors built portfolios, and we believed gold equity investors deserved a vehicle that matched the speed, transparency and accessibility of the modern market. GDX launched in May 2006, giving investors their first opportunity to access a diversified basket of gold mining companies through a single, exchange-traded ticker. Twenty years on, we believe the case for GDX is arguably stronger than when it launched. Central banks around the globe are diversifying reserves away from any single currency. Investors are seeking protection against persistent inflation, elevated government debt, and a geopolitical landscape that grows more fractured with every new headline. Everything we’ve built since, across digital assets, emerging markets, fixed income, and beyond, traces back to that first gold miners fund. Explore GDX: https://lnkd.in/eQcwceRw Explore IIG: https://lnkd.in/ebGEgjEw

Emerging markets account for more than 50% of global GDP yet may represent just a small sliver of most investor portfolios. Head of Product Management Edward Lopez shares why home bias and headline risk may be causing investors to overlook a significant opportunity, on Zephyr's Adjusted for Risk podcast.

Behind every AI ambition is a grid, a pipeline, and a data center. This month we discuss why investors should look to position their portfolios to "ride the trend", compound patiently, and stay disciplined as inflation returns. Three things to know: • The AI boom is an industrial story. Hyperscalers are targeting ~$700B in AI-driven capex -- this is a technological arms race, not a normal investment cycle. • Real assets are the bottleneck. AI needs power. Power needs copper, steel, grids, and fuel. We see a powerful multi-decade real asset cycle just getting started. • Inflation is rising again. CPI came in at 3.8% YOY. Reserve releases have stabilized oil near $100/barrel -- but reserve releases are not production growth. The future may be digital. The infrastructure behind it remains stubbornly physical. Read David Schassler's latest.

Stablecoins may not be replacing existing payment rails, they may be augmenting them, with enterprises increasingly routing payments based on cost, speed, and corridor. General Partner Wyatt Lonergan shares why the multi-rail future may already be here, on the Tokenized Podcast.

This gold mining CEO says he is not a gold bug, but he is bullish. Agnico Eagle Mines Limited President and CEO Ammar Al-Joundi makes the structural case for gold as a currency, explains why supply cannot keep up with demand, and shares why miners are finally delivering the leverage investors always wanted on the latest episode of VanEck's Trends with Benefits podcast with Host Edward Lopez: https://lnkd.in/e7CZW2ef

If you don’t have plans next Tuesday, May 19, you do now. Join us and Finimize for an evening of live panels, networking, and exclusive merch. Save your spot ↓ Line up includes: Stephanie Guild, CFA Liz Thomas Caleb Silver Anthony Pompliano Matthew Sigel, recovering CFA Peter Nolan Leif Abraham Katie Perry

We're thrilled to announce that VanEck is the Exclusive ETF Partner of the Anglo American Padel Cup taking place in South Florida in February 2027. Padel is one of the fastest-growing sports with an estimated 35 million players worldwide. We see a natural fit between the Cup's global momentum and VanEck's growing presence across ETF markets in the US, UK, and Europe. We look forward to supporting the tournament and being part of this exciting chapter for padel. United States Padel Association (USPA) The Replay Club  Babolat  PLAYTOMIC  Padel 22 Ben Nichols