VanEck’s mission is to offer investors forward-looking, intelligently designed investment strategies that take advantage of targeted market opportunities. Founded in 1955, the firm is a pioneer in global investing with a history of placing clients’ interests first in all market environments.
Green bond issuance this year has surpassed 2016 totals and appears to show no signs of slowing.
Global moat stocks underperformed their respective broad markets in September. Find out what caused moat indexes to rebound.
In this five-part series, we’ll explore the top effects on gold’s performance.
This is a seven-part moat investing education series that explores the primary sources of economic moats.
To save you the trouble of diving into the 101-page document, we have identified three key takeaways of Moody’s updated annual default research report.
The emerging markets local debt universe has grown tremendously over the past several years.
With the examples of four companies, we’ll explore how switching costs helped them obtain economic moats.
We are all potentially at risk of cyberatack — directly or indirectly. When it comes to municipalities, this may not always be obvious to the average state or city taxpayer.
Green bonds finance projects with a positive environmental impact, but in terms of their yield and performance, green bonds are generally driven by the same factors that impact most conventional bonds.
The monthly low for gold came on July 10 at $1,204 per ounce. Gold then rallied to finish July at $1,269.44 per ounce, a gain of $27.89 (2.25%; YTD gold bullion has gained 10.17%).
In this series, we’ll focus on one of the sources of obtaining a sustainable competitive advantage—cost leadership. We’ll explore how cost leadership helped four companies achieve economic moats.
Compared to U.S. high yield bonds, emerging market high yield bonds offered a 90 bps yield pickup as of June 30, 2017.
In this series, we’ll discuss how intangible assets can create long-term competitive advantages for companies.
The economic principle of the “Network Effect” has risen to the forefront as our world has grown increasingly digital.
“Tobacco bonds” are an important constituent group in high yield municipal bond portfolios–especially in some mutual funds or ETFs.
It has become increasingly important for energy investors and the public to recognize the need for a cleaner, more reusable energy future.
In this series, we’ll discuss which companies were the leaders and laggards in the Morningstar moat indices’ performance for April 2017.
In this series, we’ll discuss two bond ETFs that could help reduce the duration of your portfolio.
A somewhat incredible fact of global bond markets is that the third largest market in the universe is not included in any major index.
Fallen angel high yield bonds were up 4.8% year to date through April 30, outperforming the broader high yield bond market which rose 3.9%.
Green bonds can fulfill their fixed income investment objectives and, at the same time, make a positive impact on the environment.
In this series, we’ll see how higher interest rates would affect municipal bond returns this year.
In this series, we’ll be looking at green bonds and the part they might play in this environment of climate change and extreme weather events.
In this series, we discuss the decline and rebound of the commodity market, how the commodity market has affected emerging markets, and why negative interest rates might not be an ideal scenario for the US.
US Stocks have performed well since Donald Trump’s inauguration. Many tailwinds drove markets to record levels.
In this series, we advance the case for investing in emerging markets bonds and identify some of the potential opportunities the asset class may offer in today’s market environment.
Are muni bonds going to experience the January Effect this year? We think so given what we believe is a unique environment.
In this series, we’ll discuss how gold has been prematurely halted due to extreme economic optimism after Trump’s victory.
Despite recent choppy waters in emerging markets, upside may be found in emerging market bonds.
Morningstar’s index tracking “moat” companies outperformed the general markets in November. Here’s why.
The markets have reacted enthusiastically to Trump’s victory. Will this rally last, and is it based on reality?
How will Trump’s policies affect municipal bond yields and the preferential tax treatment they enjoy?
Here’s how Morningstar’s Moat indices performed in November.
Trump’s presidential victory and other global macro factors may provide strong support for gold prices.
Municipal bonds have historically functioned as havens for tax-free returns. While municipal bond prices have fallen as of late, targeted opportunity remains in the asset class.
How do bond ratings affect yields in emerging markets? “Fallen Angel” bonds could be a source of untapped potential.
Moat investing, as originally defined by Warren Buffett, could provide strong performance to your portfolio. Read on to learn about an ETF that gives broad exposure to a variety of Moat companies.
In this video series, Fran Rodilosso of VanEck discusses the opportunities currently present in emerging markets debt and the pros and cons of the different ways one can get exposure to this asset class.
Emerging markets performed well through the end of the third quarter. What are some reasons for the strong performance of this asset class, and what can we expect in the near term?
Could investing in “moat” companies benefit your portfolio? Read on to learn more about what defines such companies and how you can access them.
Investors often consider exchange rates when evaluating investments in foreign markets. The real effective exchange rate, which factors in purchasing power of currency pairs, should also be examined.
Gold prices have been affected as of late by macroeconomic events and adjustments to the mining process. However, gold continues to function as a hedge against market turmoil.
As returns from equities grow harder to extract, investors are turning to fixed income. VanEck discusses 2 new ETFs that hold intermediate-term municipal bond funds.
Although China’s economy has not posted the dazzling growth figures that investors have come to expect, the world’s most populous nation is still an important region to those looking for emerging markets exposure.
Both Hillary Clinton and Donald Trump have defined views of health care and how to make it affordable for Americans. Generic drugs can can keep patients’ wallets a little fuller without compromising efficacy of treatment.
Investing in emerging market debt doesn’t always have to be highly risky. VanEck’s Francis Rodilosso discusses emerging market investment-grade bonds.
Gold prices have begun to tick upwards after three years of underperformance. What could keep gold on its current trajectory or derail it?
Emerging Markets bond ETFs have seen record flows in 2016. What’s responsible for the apparent surge in popularity?
Why are preferred securities in non-Financial firms garnering interest in the investment community?
Emerging market bonds have their inherent risks, but may be an attractive investment this year.
Although gold’s (GLD) recent rise has been aided by tailwinds like slower global growth, the UK’s Brexit vote to exit the European Union, and lower returns from bonds and equities, movement in the second half will likely be driven by favorable seasonal factors.
Global emerging markets debt, both hard and local currency, rebounded strongly in June after a significant retracement in May.
Emerging market corporate investment grade bonds provide higher yields versus U.S. corporate investment grade bonds, allowing for additional income potential without additional credit risks.
Gold has been in the midst of a bull market. What are some contributors to its current resurgence?
Fallen angel bonds—high-yield bonds originally issued with investment grade credit ratings—are generally known for offering potential value. Bond buybacks, however, are another potential source of value.
In this series, VanEck responds to our questions and looks at how fallen angel bonds have provided attractive relative income without an unsavory level of risk.
High yield emerging market bonds offer attractive yields and opportunities for value investors.
The concept of an economic moat refers to how likely a company is to keep competitors at bay for an extended period of time. Simply put, moat investing comes down to identifying companies that are able to stay one step ahead of the competition. Economic moats are often part of the strategic rationale for M&A transactions and post-acquisition success can be an important factor in moat ratings.
Noted for a history of equity-like returns and less sensitivity to rising interest rates than investment grade bonds, high yield bonds have become known as a distinct asset class warranting a strategic allocation in many fixed income portfolios. Fallen angel bonds, high yield bonds that were originally investment grade issues, call for further distinction for an embedded value proposition that is not common to all of high yield.
The often overlooked municipal marketplace is one that offers a variety of opportunities for investors, whether investors are looking to manage their interest rate risk or achieve higher returns in terms of yield.
Over the years, India has become a leading pharmaceutical producer, with a fast growing generics and biosimilar market. India currently ranks fourth in the world among the highest generic pharmaceuticals producers and contributes 20% of global generic drug exports.
A growing global population and an aging target demographic will likely drive continued demand for pharmaceuticals. Additionally, intensifying efforts to lower healthcare costs are expected to further buoy the generics industry.
The global market for generics is significant—and it’s growing. The largest generic pharma companies earn a significant amount of their revenues from outside the United States. Plus, some companies are gaining global traction through partnerships and acquisitions abroad.
Market Realist analysts recently conducted a Q&A with experts from VanEck on the generic pharmaceutical industry, a space that has attracted investor interest due to upside potential from brand name drugs coming off patent, cost saving pressure in the healthcare industry, and increased worldwide demand for prescription drugs.
Generic drug manufacturers have recently moved into more complex products. One example is biosimilars, generic copies of molecularly complex biologic drugs. Biosimilars are beginning to take a foothold in the U.S. Importantly, they are much more difficult to replicate, than regular generics, which equates to high barriers to entry.
Traditionally pharmaceutical companies undergo an expensive and time consuming process to develop new drugs. It often entails many years and millions of dollars in research and development, as well as an arduous approval process by the U.S. Food and Drug Administration (FDA).
Our population is aging and more people than ever are taking prescription drugs, contributing to the rising costs of health care. Consumers, insurance companies, and governments are all helping to fuel the growth of the generic drug industry by demanding lower-cost alternatives to brand name pharmaceuticals.