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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.
Investors have spent three decades deciding commodities aren't worth owning. The math on that decision has changed.
AI winners keep shifting; investors should consider physical infrastructure, real assets, and diversification over any single tech name.
AI is not just a software story; it requires physical infrastructure, advanced chips, autonomous systems, and next-generation networks to function at scale.
See how Jan van Eck's Q3 outlook can be translated into actionable ETF ideas across semiconductors, private credit, gold and bitcoin.
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.