ETF thematic investment

“Battery storage is a key piece of the energy transition, and we believe a combination of improving economics, renewables growth and decarbonization policy initiatives across the globe are poised to drive a significant inflection in adoption in the coming decade,” writes Goldman Sachs in a recent note. Should those optimistic forecasts prove accurate, TAN investors stand to benefit because Enphase and SolarEdge are the solar ETF’s top two components, combining for about 26.5% of its weight.

The $5.52 billion CIBR is the largest fund in this category and tracks the Nasdaq CTA Cybersecurity Index.Among other cybersecurity names, analysts also favor Palo Alto Networks (NASDAQ:PANW).

Even before the pandemic, online learning was already a growing industry, but disruptive technology could further enhance the space, translating to gains for the Global X Education ETF (EDUT).
“E-learning platforms have been witnessing an exponential uptake by the education and corporate sectors over the past three to five years,” Global Market Insights adds, noting that $1.6 billion was invested in educational technology in 2019.

“World fertilizer prices continue to soar as tightening supplies send costs up for farmers and consumers across the globe,” reports Elizabeth Elkin for Bloomberg.

This year, the semiconductor industry is one of the epicenters of global supply chain stress, but that’s not hampering chip stocks and the related exchange traded funds.

Disruptive, next-generation healthcare strategies, including the ARK Genomic Revolution Multi-Sector Fund (CBOE: ARKG), are scuffling this year, but those struggles belie opportunity — something the healthcare sector is ripe with.

HSBC Asset Management has unveiled its first two sustainable fixed income ETFs, the prelude to a more extensive rollout in due course.  The new ETFs, which provide access to euro and US dollar corporate bond markets, filter out companies according to a comprehensive set of business activity, environmental, social, and governance (ESG), and carbon intensity screens before tilting towards issuers with superior ESG profiles.

New York-headquartered Global X has made a big push into the European ETF market with the launch of seven new thematic equity UCITS ETFs. They include strategies targeting autonomous & electric vehicles, e-commerce, robotics & AI, cybersecurity, clean technology, fintech, and the internet of things.

With the buzz growing from the rise in popularity of cryptocurrencies, the noise is only getting louder as crypto platforms are forming strategic partnerships with sports franchises. One franchise, the Dallas Mavericks, owned by famed investor and “Shark Tank” TV personality Mark Cuban, is linking up with cryptocurrency platform Voyager Digital.