How Geopolitics and National Security Are Changing Tech Investing

In this episode of Lead-Lag Live, I sit down with Aram Babikian, Head of Xtrackers Wealth at DWS, to explore how rising geopolitical tensions are reshaping technology investing and why national security has become a core investment lens. From US–China decoupling and critical technologies to AI, quantum computing, and supply-chain risk, Babikian explains how investors can gain exposure to future-facing innovation while actively de-risking portfolios from geopolitical entanglements. In this episode: – What “critical technologies” mean for investors – How US–China competition is changing capital flows – Why geopolitical risk now matters in portfolio construction – How the CRTC ETF screens for national security alignment – Why some mega-cap tech names are excluded—and others included – How to think about strategic tech as a core allocation Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise. #Geopolitics #NationalSecurity #AIInvesting #TechnologyStocks #ETFInvesting #MarketRisk #PortfolioStrategy #CriticalTechnologies Support the show