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14min chapter
5 Thematic ETFs to Watch in 2025
Australian Finance Podcast
Navigating Thematic Investing
This chapter explores the distinction between substantive thematic investing and fleeting fads, using the GameStop phenomenon to exemplify the pitfalls of momentum-driven stocks. It emphasizes the evaluation of underlying companies in thematic ETFs, particularly highlighting the relevance of cybersecurity as a robust investment theme. Additionally, the chapter introduces smart beta ETFs like AQLT and discusses the importance of focusing on quality companies in the Australian market.
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