VanEck: Clarity will turn Q1 into a ‘risk-on’ quarter for investors

VanEck predicts investors will be more confident in Q1, citing improved fiscal visibility and monetary clarity, though the jury is still out on how Bitcoin fits into this picture.

Global investment management firm VanEck is confident that the first three months of the year will be a risk-on environment for investors, citing clarity around fiscal policy, monetary direction, and major investment themes. 

“As we move into 2026, markets are operating in an environment with something investors have not had in years: visibility,” stated VanEck in a Q1 2026 Outlook on Tuesday. 

However, regarding Bitcoin (BTC), it stated that the typical four-year cycle “broke in 2025, complicating short-term signals.”

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