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VanEck highlights AI infrastructure ETFs and emerging markets' strong 2025 returns at Exchange 2026.

Market News
15 Apr 2026
ETF Trends
View Source
Bullish
pluang ai news

At the Exchange 2026 conference, VanEck emphasized how AI infrastructure is shifting investment focus to metals, energy, and emerging markets. Their REMX ETF, focused on rare earth and strategic metals critical for AI and defense, won Thematic ETF of the Year. Emerging markets outperformed with 37% returns in 2025, driven by de-dollarization and tech innovation, especially in India. Despite outflows, gold miners gained 111%, reflecting improved sector discipline, while private credit funds offer discounted opportunities amid AI-related selloffs.

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