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Invest in trends beyond tech

The Citizen

|

June 10, 2025

THEMATIC ETFS: GEOPOLITICAL TRENDS SHIFT - TODAY'S HOT THEME MAY BE IRRELEVANT TOMORROW

- Maboko Seabi

Invest in trends beyond tech

Gone are the days when ETFs were just about tracking broad stock markets or popular sectors like tech and health care. A new wave of thematic ETFs is emerging, reflecting broader economic, geopolitical, and social trends.

These thematic ETFs are no longer just about innovation; they are becoming tools for investors to position their portfolios around the realities of global politics, resource security, and strategic national priorities.

Thematic ETFs don't just follow a market index; they target specific trends. Instead of picking individual stocks, investors can gain exposure to megatrends like cybersecurity or nuclear energy sovereignty with a single trade.

Geopolitical themes

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