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Australian Finance Podcast
Are you worried about US shares? Ways to invest in 2025, AI & more
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.
40:28
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Quick takeaways
- Investors should consider diversified strategies using ETFs to navigate potential market pricing concerns and geopolitical uncertainties in 2025.
- Key investment themes for 2025 include the growth of AI technologies and increased demand for cybersecurity solutions amid global tensions.
Deep dives
Investment Trends in 2024
The year 2024 saw significant gains for US equity markets, with indices like the S&P 500 and NASDAQ achieving over 25% returns. This surge was attributed to a favorable economic backdrop characterized by a soft landing scenario, where inflation decreased and low unemployment persisted. Strong corporate earnings, particularly from leading tech companies known as the Magnificent Seven, further bolstered market confidence. Amid global geopolitical tensions, the US market emerged as one of the few areas where investors found solid returns, making it an attractive option for those looking to invest.
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