

Are you worried about US shares? Ways to invest in 2025, AI & more
4 snips Feb 10, 2025
Hugh Lam, an investment strategist at BetaShares who specializes in ETFs and technology, shares insightful perspectives on the future of investing. He discusses the potential performance of US stocks in 2025 and the role of AI in reshaping investment strategies. Hugh highlights key themes for 2025, including defense, cyber security, and AI innovations. He also emphasizes the importance of managing risks in ETF portfolios, pointing out specific ETFs worth considering, and provides advice for navigating market volatility.
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2024 Market Performance
- The US share market performed exceptionally well in 2024, exceeding 30% growth.
- This followed a strong 2023, prompting discussions on market sustainability and future investment strategies.
Market Drivers
- Three factors drove the 2024 market success: a soft landing scenario, strong corporate earnings, and the US market's perceived stability.
- These elements combined to create a favorable environment for risk assets.
Diversification Advice
- Diversify portfolios beyond US equities given current market conditions in 2025.
- Explore opportunities outside the US and be mindful of risk management.