- ( 1:15) – Can The USA Prevent an Economic Downturn Or Is It Unavoidable?
- ( 5:00) – Could An Economic Decrease Develop Opportunities For Investors?
- ( 7:10) – Just How Should Financiers Setting Their Profiles Today?
- ( 10:30) – Robotics as well as AI Thematic Spending: Will The Fad Continue?
- ( 16:00) – Episode Summary: BOTZ, AIQ, ROBO, IRBO, CLOU, WCLD, PEST, CIBR, HACK, IHAK
In this episode of ETF Limelight, I speak to Jon Maier, Principal Financial Investment Policeman at Global X ETFs, regarding the marketplace expectation as well as thematic financial investment suggestions for the 2nd fifty percent of 2023.
Supplies get on speed for their finest initial fifty percent in 40 years, climbing up over all wall surfaces of concerns. The rally is mainly being driven by mega-cap supplies that have actually gained from positive outlook regarding expert system. Furthermore, the economic climate, labor market, real estate, as well as American customers have actually shown to be even more durable than specialists thought previously.
Jon suches as top notch protective business, as well as specialized direct exposure that gains from enhanced financial investment in AI, onshoring, as well as facilities. His favored thematic investing locations are robotics & & AI, cloud computer, as well as cybersecurity.
The Worldwide X Robotics & Expert System ETF BOTZ as well as the Worldwide X Expert System & & Modern Technology ETF AIQ are both up greater than 37% year-to-date. Nvidia NVDA is their leading holding.
The Worldwide X Cloud Computer ETF CLOU holds business like Netflix NFLX that are placed to take advantage of the enhanced fostering of cloud computer.
The Worldwide X Cybersecurity ETF insect as well as the iShares Cybersecurity & & Technology ETF IHAK buy business like Zscaler ZS as well as Palo Alto Networks PANW that take advantage of climbing investing on cybersecurity options.
Listen to the podcast to find out more.
Ensure to be looking for the following version of ETF Limelight as well as likewise see to it to subscribe! If you have any kind of remarks or inquiries, please e-mail [email protected].
Disclosure: Neena possesses CLOU & & IHAK in the ETF Financier Profile.
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Netflix, Inc. (NFLX) : Free Stock Analysis Report
NVIDIA Corporation (NVDA) : Free Stock Analysis Report
Palo Alto Networks, Inc. (PANW) : Free Stock Analysis Report
Global X Robotics & Artificial Intelligence ETF (BOTZ): ETF Research Reports
Global X Artificial Intelligence & Technology ETF (AIQ): ETF Research Reports
Zscaler, Inc. (ZS) : Free Stock Analysis Report
Global X Cloud Computing ETF (CLOU): ETF Research Reports
iShares Cybersecurity and Tech ETF (IHAK): ETF Research Reports
Global X Cybersecurity ETF (BUG): ETF Research Reports
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The sights as well as viewpoints shared here are the sights as well as viewpoints of the writer as well as do not always mirror those of Nasdaq, Inc.
