5 Thematic ETFs to Watch in 2025

In this episode of The Australian Finance Podcast, your host Owen Rask is joined by Hugh Lam, Investment Strategist at Betashares, to discuss five key thematic ETFs poised for 2025. They cover: What thematic investing is and why it matters The difference between long-term trends and market fads Five ETFs that capture mega-trends shaping the global economy How to evaluate ETFs for risk, performance, and diversification If you enjoy this episode on thematic ETFs, make sure to subscribe to our podcast on Apple, Spotify, YouTube, or wherever you get your podcasts! Follow us on Instagram and TikTok for more investing insights. Topics Covered Welcome & Introduction What is Thematic Investing? How to Identify Long-Term Trends vs. Fads ETF #1: Australian Quality (AQLT) – The Power of Quality Investing ETF #2: Australian Cash Plus Fund (MMKT) – A Safe Haven or Growth Play? ETF #3: Global Cybersecurity (HACK) – The AI & Cyber Defence Boom ETF #4: Gold Bullion (QAU) – Is Gold a Hedge Against Uncertainty? ETF #5: India Quality (IIND) – Why India’s Market is Gaining Momentum How to Use Thematic ETFs in Your Portfolio Final Thoughts & How to Ask Your Finance Questions Resources for this Episode 📄 Learn more about these ETFs: Australian Quality (AQLT) – Learn More Australian Cash Plus Fund (MMKT) – Learn More Global Cybersecurity (HACK) – Learn More Gold Bullion (QAU) – Learn More India Quality (IIND) – Learn More ~~ Show Partner Resources ~~ 💰 Join Pearler using code “RASK” for $15 of Pearler Credit – Join Here 📊 Get 50% off your first two months using PocketSmith – Try PocketSmith 📈 View Betashares' full range of funds – Explore ETFs ~~ Rask Resources ~~ 🔗 Explore all Rask services – See More 📋 Learn about Rask Financial Planning – Get Advice 📈 Start investing with Rask – Start Now 📜 Access Show Notes – Read Here ❓ Ask a finance question (just choose the finance podcast) – Submit Here 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you before acting on it. If you’re unsure, you should always consult a licensed and trusted financial planner. Past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) – Read Here Learn more about your ad choices. Visit megaphone.fm/adchoices