Displaying items by tag: global x
Is This Sector the Next Big Boom Town?
(Silicon Valley)
Finding growth stocks seems difficult with many of the tech giants at their peak, but robotics and artificial intelligence is the route many investors are peering down in order to hit the next big growth company. The biggest ETFs in the space are ARK Autonomous Technology Robotics ETF (ARKQ), Global X Robotics & Artificial intelligence ETF (BOTZ), Robo Global Robotics and Automation Index ETF (ROBO), iShares Robotics and Artificial Intelligence Multisector ETF (IRBO), and First Trust Nasdaq Artificial Intelligence & Robotics ETF (ROBT). Cathie Wood’s ARKQ has outperformed this year in large part due to a bet on TESLA, but the ROBO ETF has outperformed the SPY over the last 5 years. Intuitive Surgical and Nvidia are the only stocks held by all five ETFs, and Chinese tech underpins most of these ETFs, which could be worrisome as regulation is erratic lately. However, Wall Street has the highest upside with most of the Chinese companies, with Alibaba Group and Baidu Inc. leading the way with over 60% appreciation anticipated. In the U.S. its TuSimple Holdings and PTC Inc. that have the largest consensus upside.
FINSUM: These robotics stocks are some of the best bets to be staples in the Nasdaq in the next decade, and should be part of your momentum portfolio.
Global X Brings Thematic Expertise to Models
(New York)
Advisors likely know Global X as a leader in thematic investing—heck they practically invented the space! Well the know-how and expertise you know and love from their ETFs is available as part of a suite of model portfolios at Orion. In partnership with Orion Portfolio Solutions, Global has launched both an Equity Thematic Disruptors ETF Model Portfolio and five Core Series Models tailored to specific risk appetites. In Global X’s own words, the Equity Thematic Disruptors ETF Model Portfolio “Targets structural and long-term trends that transcend traditional sector investing and provides investors with access to potential growth opportunities”.
FINSUM: Exciting to see Global X bringing its edge to the model world. The Disruptors model seems like a one-stop shop to access cross-sector innovation.