Australian Finance Podcast Are you worried about US shares? Ways to invest in 2025, AI & more
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Feb 10, 2025 Hugh Lam, an investment strategist at BetaShares who specializes in ETFs and technology, shares insightful perspectives on the future of investing. He discusses the potential performance of US stocks in 2025 and the role of AI in reshaping investment strategies. Hugh highlights key themes for 2025, including defense, cyber security, and AI innovations. He also emphasizes the importance of managing risks in ETF portfolios, pointing out specific ETFs worth considering, and provides advice for navigating market volatility.
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Blending ETFs
- Blend NDQ (Nasdaq 100 ETF) with QUS (S&P 500 Equal Weight ETF) for a balanced approach.
- This strategy can provide broader US economic representation, including banks and industrials.
AI Investment Opportunity
- The emergence of AI represents a significant investment opportunity.
- It's comparable to the rise of the internet during the dot-com era.
AI Application Focus
- The focus in AI is shifting from development to application and user experience in 2025.
- This shift allows more businesses to create AI-powered applications due to commoditization and cost reduction.