Webinars

• The bull case for Bitcoin in the second half of 2023
• Adoption of Bitcoin by institutions and emerging markets
• BTC carry trade returns, but who will provide leverage this cycle?

• Deep dive into sectors and companies that are well-positioned for the markets ahead
• How moat-rated companies have performed in the last months
• Live Q&A with Morningstar’s equity research team

• Uranium outlook
• Opportunities within the Nuclear Technologies sector

Investing is subject to risks. Please read the fund documentation before investing

• Navigating the recent banking turmoil
• How investors can diversify their portfolios
• Live Q&A

• What technology is behind Solana?
• What are the emerging applications of the fastest monolithic blockchain in the market right now?
• The tokenomics of Solana

• VanEck’s crypto capabilities
• Bitcoin recent market update
• Crypto categories: recent sector performance
• Crypto categories: focus on smart contract platforms
• 2022 outlook

• Is now the opportunity to invest in the Metaverse or is it too early?
• The role of user interfaces in the emergence of the Metaverse
• If the metaverse should be decentralized?
• How the Metaverse could evolve differently across cultures
• Is global-wide adoption of the Metaverse possible, and is it what we really want?

• What is Ethereum?
• Stablecoins: Ethereum’s first killer app
• Decentralized finance (DeFi) and Web 3.0: the next killer apps
• ETH 2.0: the supply side debate

• Companies at the forefront of the digital assets transformation
• Diversified exposure to digital asset exchanges, miners, and other infrastructure companies
• Access to companies that have the potential of getting 50% of revenue from digital assets

• The power of economic “MOATs” Investment Philosophy within a systematic index approach
• The major index shifts in 2020 and how they impacted performance (FANMAG)
• Long-term risk-adjusted returns remain attractive

• Macroeconomic tailwinds (for now)
• Company sentiment improving while fundamentals remain strong
• “Transition resources” are emerging as a viable investment opportunity

• Market Review of 2020 – Strange Days Indeed
• EM Outlook for 2021 and Beyond
• Disruption and Digitization as an Investable Structural Growth Theme but with Valuation Challenges

• Impact of digitization on usage of semiconductors
• Dynamics of semiconductor industry
• Opportunities and risks in semiconductor space

• Synchronized global growth downturn but EM looks stronger
• The unprecedented global stimulus is working
• Lower debt levels and high real rates leave room for policy
• EM debt overlooked in midst of global panic?

• Where we are in the current downgrade cycle, and outlook for 2021
• How new fallen angels are driving outperformance
• The return and credit quality profiles of recent global fallen angels

• Investor sentiment and the macroeconomic outlook for gold
• Gold miners’ ongoing efforts to win back investors
• Portfolio positioning and companies we’re excited about heading into Q3 2020

• The video game industry is earning hundreds of billions in annual revenues, and reaching billions of consumers around the world.
• Trends like demographic shifts and changing consumer demands provide long-term structural support for this growth industry.

• What has driven performance?
• How has the strategy performed in past periods of market stress?
• What is the outlook for fallen angels for the rest of the year?

• Impact of global pandemic on natural resource markets
• Outlook for individual commodity sectors and companies
• Emerging opportunities in the space

• Factors underlying gold’s recent sharp rebound
• Impact of global pandemic on gold and gold equity markets
• Analysis of gold equity fundamentals and valuations

• Is there a looming wave of downgrades to junk?
• How have fallen angels performed in past periods with high downgrade volumes?
• Positioning a fixed income portfolio for the late cycle

• Emerging markets outlook
• Developments and impact of China
• Structural growth themes
• Key portfolio holdings