- (1:30) – Stock Market Outlook For 2023: What Should Investors Expect?
- (10:00) – How Should You Be Positioning Your Portfolio For The New Year?
- (14:50) – Will Cyber Security Continue To Benefit Heading Into 2023?
- (17:00) – Should You Be Gaining Exposure To Clean Energy?
- (19:25) – How Will The US Infrastructure Bill Impact The Sector?
- (22:00) – 2022 ETF Inflows: Will Thematic ETFs See A Boost?
- (25:45) – Episode Roundup: CIBR, IHAK, RNRG, ICLN, CNRG, LIT, PAVE, IFRA
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In this episode of ETF Spotlight, I speak with Jon Maier, Chief Investment Officer at Global X, about thematic investing strategies for 2023. Global X offers 100 ETFs with about $37 billion in assets under management in the US.
2022 has been a brutal year for investors with both bonds and stocks suffering record losses, and it remains to be seen whether the Fed will be able to engineer a softish landing next year.
Jon expects a bumpy ride for markets in the near term and favors quality companies with strong cash flows. He expects themes like Cybersecurity, Clean Energy, Lithium, and Infrastructure Development to do well next year as demand in these areas is likely to increase despite slower global economic growth.
We continue to see increased demand for cybersecurity products and services due to rising threats. Take a look at ETFs like the iShares Cybersecurity and Tech ETF
IHAK
and the Global X Cybersecurity ETF
BUG
. CrowdStrike
CRWD
and Palo Alto Networks
PANW
are among the top holdings in these ETFs.
Clean Energy and lithium ETFs could get a boost from the Inflation Reduction Act of 2022 that provides $370 billion to combat climate change. The iShares Global Clean Energy ETF
ICLN
and the SPDR S&P Kensho Clean Power ETF
CNRG
are worth a look.
The Global X Lithium & Battery Tech ETF
LIT
holds companies like Tesla
TSLA
and Albemarle
ALB
, which are involved in the global mining and exploration of lithium, or in lithium battery production.
Infrastructurestocks could benefit from an estimated $2.6 trillion in spending over the next 10 years. In fact, increasing infrastructure spending is one of the few areas that the two parties agree on. The Global X U.S. Infrastructure Development ETF
PAVE
and the iShares U.S. Infrastructure ETF
IFRA
invest in companies that are part of the infrastructure theme.
Tune in to the podcast to learn more.
Make sure to be on the lookout for the next edition of ETF Spotlight and also make sure to subscribe! If you have any comments or questions, please email
[email protected]
.
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