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How Should Investors Position Portfolios Before the 2026 Midterm Elections?

Beyond the 2026 midterm elections, our investment teams are focused on dollar trajectory, fiscal pressure and the Fed’s next move.

What to Watch
The Case for Real Assets: Demand Is Rising While Supply Stays Constrained

Electricity demand is forecast to climb more than 40% by 2035, while oil and gas capex sits well below its 2014 peak and major copper discoveries have slowed to a trickle.

Why It Matters
Ride the Trend. Tune Out the Noise.

Stay invested in AI and the physical buildout behind it, ignore bubble noise, and diversify across commodities and longer Treasuries as stock-bond correlations shift.

Our View

Upcoming Webinar

AI vs. Non-AI Semiconductors

Join PM Angus Shillington and Nick Frasse on October 14 at 11AM ET for a Q4 update on AI-driven growth, segment divergence, and how to position heading into year-end.

Access the Opportunities

VanEck has sought to identify trends—economic, technological, political and social—that shape financial markets. We consider whether these create opportunities, perhaps even new asset classes, or present potential risks to existing portfolios. Through intelligently designed, competitively priced solutions we empower investors to gain exposure effectively.

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