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Australian Finance Podcast
5 Thematic ETFs to Watch in 2025
Mar 27, 2025
In this conversation, Hugh Lam, an Investment Strategist at Betashares, shares his insights on thematic investing. He explains the significance of identifying long-term trends versus fleeting market fads. Lam discusses five thematic ETFs for 2025, including those focused on global cybersecurity and Indian markets. He emphasizes evaluating these ETFs based on risk and diversification, and the growing importance of sectors like gold as economic uncertainties rise. This talk offers valuable investment strategies for future-focused investors.
43:43
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Quick takeaways
- Thematic investing prioritizes long-term structural trends like AI advancements over fleeting market fads for sustainable growth.
- Investing in quality through ETFs can mitigate risks during market volatility and enhance long-term returns.
Deep dives
The Rise of Asia in Global Markets
Asia has established itself as a pivotal economic region, featuring influential companies like Alibaba, Tencent, and Samsung, which are significant players in the realms of artificial intelligence and semiconductor supply chains. These companies represent a unique investment opportunity, particularly through investment vehicles such as the BetaShares Asia Technology Tigers ETF, which allows investors to gain exposure to these tech giants in a single trade. This shift highlights the broader trend of investors looking to capitalize on the future growth potential of Asian markets as they continue to evolve within the global economic landscape. The dynamism of these economies not only offers immediate investment potential but is also indicative of long-term structural changes that can shape the technological landscape.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode