Ten Themes for 2026

Published on January 5, 2026

Now, as we turn the page to 2026, new challenges await: geopolitical tensions, lofty valuations, and an evolving macro backdrop. That’s why we’re excited to unveil our Ten Themes for 2026, inspired by Mission: Impossible, celebrating the 30th anniversary of its first movie this year.

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Ryan Nauman and VanEck's Andrew Musgraves discuss the burgeoning interest in rare earth metals, their role in investment portfolios, China’s dominance in the rare earth market, and the measures other countries are taking to diversify supply chains.

S&P Global US Manufacturing PMI™: Weaker Expansion in December

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