The Inflation Trade Anew

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As the inflation discussion continues to gather momentum, please join guest speakers VanEck Portfolio Managers  Shawn Reynolds and Roland Morris, Deputy Portfolio Manager Charles Cameron, and sector specialists Veronica Zhang from VanEck’s natural resource equity and commodity strategies.  

It seems like it’s been awhile since there’s been such a strong alignment in commodities and natural resources, from tailwinds associated with the global recovery to strong fundamentals, valuations and growth prospects across industries at a company level.  The VanEck team will guide you through an in-depth look at the latest trends, their implications and potential opportunities with an overview on our diverse solutions available to access this space.

During this webinar you will learn:

• Near-term outlook for natural resource equities and commodities amid an uptick in global growth and rising inflationary pressures
• Altered supply/demand fundamentals and industry impact over the long-term
• Role of “transition resources” in building/rebuilding the new economy

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U.S. DISCLOSURES

FOR FINANCIAL ADVISORS ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.

This material is for informational purposes only. The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results, are valid as of the date of this communication and are subject to change without notice. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. The information herein represents the opinion of the author(s), but not necessarily those of VanEck.

 Hard assets investments are subject to risks associated with real estate, precious metals, natural resources and commodities and events related to these industries, foreign investments, illiquidity, credit, interest rate fluctuations, inflation, leverage, and non-diversification.

Commodities are assets that have tangible properties, such as oil, metals, and agriculture. Commodities and commodity-linked derivatives may be affected by overall market movements and other factors that affect the value of a particular industry or commodity, such as weather, disease, embargoes or political or regulatory developments. The value of a commodity-linked derivative is generally based on price movements of a commodity, a commodity futures contract, a commodity index or other economic variables based on the commodity markets. Derivatives use leverage, which may exaggerate a loss.

No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of VanEck.

All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future results.

Van Eck Associates Corporation

Speakers

Shawn Reynolds
Portfolio Manager, Hard Assets
Van Eck

Portfolio Manager for the Global Hard Assets and Hard Assets Hedge strategies ƒƒ

Oversees the Hard Assets team; responsible for company research and portfolio construction Investment Management Team member since 2005

Prior to joining VanEck, an energy analyst at Petrie Parkman & Co.; covered U.S. oil and gas exploration and production companies

Previously an energy equity research analyst at Goldman Sachs (New York), Lehman

Brothers (London, New York), and Credit Suisse First Boston (London); also an investment banking associate for Credit Suisse (New York, Australia, London)

Formerly an exploration geologist at Tenneco Oil Company

Former board member of several private Latin American oil and gas exploration and production companies

Member of the Riverview Medical Center Board of Trustees and Meridian Health Pension

and Investment Committee; Former President of the Board of Trustees at the Rumson Country Day School

Media appearances include CNBC; quoted in The Wall Street Journal, New York Times,

and Bloomberg Businessweek, among others

MBA (Beta Gamma Sigma National Honor Society), Finance, Columbia Business School;

MA (Phi Kappa Phi), Petroleum Geology, University of Texas, Austin; BS, Engineering, Cornell University

Roland Morris
Portfolio Manager and Strategist, Commodities
Van Eck

Portfolio Manager for the Commodity Index strategy

Commodities Strategist for the Hard Assets strategies

Responsible for macro strategies, commodities trading, and client development for the firm’s

Hard Assets strategies and alternative investments

Investment Management Team member since 2012

Prior experience includes thirty years in the financial services industry as a macro/commodities trading specialist; manager of futures clearing and execution services; and client relationship management ƒƒ

BA, Economics, University of Vermont

Charles Cameron
Deputy Portfolio Manager, Hard Assets
Van Eck

Deputy Portfolio Manager for the Global Hard Assets and Hard Assets Hedge strategies ƒƒ

Responsible for macroeconomic research and trading oversight for the Hard Assets team ƒƒ

Also oversees trading for Gold Equity and Emerging Markets Equity strategies Investment Management Team member since 1995

Prior to joining VanEck, a trader at Standard Chartered; specialized in Eurobond and emerging markets fixed income securities

Formerly held trading positions at various sell-side firms; specialized in commodity and fixed income securities

MBA, Finance, Leonard N. Stern School of Business, New York University; BS, Finance, Boston College

Veronica Zhang
Analyst, Hard Assets
Van Eck

Analyst for the Global Hard Assets strategy; specializes in Industrials and Alternative Energy

Investment Management Team member since 2013

Prior to joining VanEck, worked in equity research at Bank of America Merrill Lynch, covering the machinery, E&C, and transportation sectors

Earlier career experience includes database consulting for G2 (branch of WPP), in the corporate finance division

BA, Economics and Statistics, Columbia University

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.