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Guided Allocation
April 20, 2021
Optimism Builds on Infrastructure Proposal
by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck
Future demand for real assets should remain strong based on increased demand in infrastructure spending and an abundance of inflationary pressures, potentially making it a top performing asset class.
Filter ByGuided AllocationApril 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.
Guided AllocationMarch 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.
Guided AllocationMarch 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.
Guided AllocationFebruary 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.
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