VanEck says AI trade remains intact as rising bond yields pressure portfolios

VanEck says the artificial intelligence trade remains intact, but rising bond yields are creating pressure across other parts of portfolios, according to its Q4 2026 Outlook: The Bond Squeeze published on October 27, 2026. The firm’s framing comes as recent market data and other October commentary point to a bond market still under strain from inflation, heavy issuance and shifting rate expectations. In the source material, VanEck states: “The AI trade continues to evolve, but is intact. Rising bond yields are appealing, but because of this are putting downward pressure on other parts of your portfolio.” The disclosure language accompanying the outlook says the comments represent the opinion of the author(s) and that forward-looking statements are illustrative only and subject to change.

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