HANetf head of research Tom Bailey shares insights from the latest Thematic & Digital Assets Review.
The review highlighted the significant shift towards digital assets and the energy transition, considering global geopolitical risks.
Among the findings of a recent ETF and ETC survey, Bailey noted investor positivity towards India over China, citing India's rapid economic growth and strategic importance.
The interview delved into survey results indicating continued interest in cryptocurrencies, uranium, and copper, emphasizing copper's crucial role in the energy transition. Notably, Bailey explored how geopolitical tensions influenced investor preferences, with India gaining traction due to diversification strategies and concerns about owning Chinese equities.
The interview concluded by discussing hedging strategies against geopolitical risks, including the role of gold and the Future of Defense ETF, focusing on arms and cyber defense stocks.
Bailey highlighted the enduring relevance of these themes into 2024, citing the geopolitical climate's increased uncertainty and ongoing trends in India's growth, copper demand, and defense investments.