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.

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.