HAP: An Option To Consider If Inflation And Commodities Rise In 2026
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Crimson And Gold Research195 FollowersFollow5ShareSavePlay(12min)CommentsSummaryThe VanEck Natural Resources ETF (HAP) offers diversified exposure to global natural resource equities, aiming for inflation protection and growth potential.HAP is best used as a satellite holding, not a core allocation, due to its sector and international diversification.While the fund's total returns have lagged behind some others in its sector, HAP is not totally tied to mining and metals which have enjoyed outsized returns in 2025.I consider the ETF to be a Hold. Key risks include commodity price declines, currency exposure, and a slightly elevated expense ratio for a passive ETF. William Luque/iStock via Getty Images There are a wide range of predictions for what the US economy could look like next year. A recent article in Barron’s projected domestic GDP growth around 2% and rising inflation that peaks around 3.3% next summer. The “The One Big Beautiful Bill” that wasThis article was written byCrimson And Gold Research195 FollowersFollowI have been involved in the financial world for over 20 years with experience as an advisor, teacher, and writer. I am a full believer in the free-market system and that financial markets are efficient with most stocks reflecting their real current value. The best opportunities for profits on individual stocks come from stocks that are less-widely followed by the average investor or from stocks that may not accurately reflect the opportunities that currently exist in their markets.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.