April 20, 2021

Value is Here to Stay

by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck

The Fund continues to position itself for a period of strong economic growth with its value-oriented equity overweight position providing confirmation that the recovery is picking up steam.

March 18, 2021

Positive Outlook Fuels Stock Overweight

by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck

The Fund has done well by underweighting fixed income and maintaining broad diversification within its equity holdings. We feel that this positioning can continue to generate strong performance.

March 11, 2021

Bitcoin Pulls Ahead

by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck

Institutional buy-in, inflation fear and market speculation helped fuel the rise in Bitcoin, which in turn benefited RAAX.

February 19, 2021

Reflation Boosts Emerging Markets Exposure

by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck

The Fund continues to position itself to potentially benefit from reflation with its bullish exposure to stocks and the emerging markets and, within the U.S., both small-cap and value stocks.