Five Themes for 2025 – Global X ETFs – 12.6.24

Summary:

Now On Demand

In today’s rapidly evolving market landscape, thematic investing offers a strategic approach to capture structural changes reshaping our world. Rather than traditional sector or geographic allocations, this approach targets companies positioned to benefit from transformative trends driven by technological innovation, demographic shifts, and evolving consumer behaviors.

As we look ahead to 2025, we’ve identified five pivotal themes that stand at the intersection of technological advancement and global transformation. These themes not only represent significant market opportunities but also reflect fundamental changes in how society operates and interacts with technology.

Join us as we explore these key investment themes:

• Aging Population: compelling opportunities from demographic shifts through healthcare innovation, biotechnology breakthroughs, and specialized senior living facilities
• Infrastructure Development: essential investments in smart transportation systems, sustainable utilities, and advanced digital networks to support urbanization
• Electrification Revolution: rapid transformation through EV adoption, renewable energy integration, and intelligent power distribution systems
• Digital Infrastructure: unprecedented demand for data centers, cloud computing capabilities, and robust infrastructure to power AI advancement
• Defense Technology: strategic opportunities in advanced aerospace, cybersecurity solutions, and next-generation defense systems amid global security needs

Accepted for 1 CFP^® / IWI / CFA CE Credit

Speakers:

Arelis (Lis) is the Director of Research & Strategy at Global X, where she leads research initiatives across the company’s full product lineup. She has been with Global X since 2022, where she started as a Research Analyst covering healthcare-related funds in the Thematic Growth suite. Prior to joining Global X, she worked as a Senior Healthcare Analyst at Third Bridge, focusing on U.S. life sciences, diagnostics, biotech, pharmaceutical services, and animal health. Lis holds a BA from Babson College in Business, with a concentration in Global Businesses Management.

Tejas Dessai leads Global X’s Thematic Research efforts as Director of Research. Tejas joined Global X in 2022 as a Research Analyst, covering technology themes and products, with a focus on disruptive technologies including artificial intelligence, robotics, cybersecurity, social media, gaming, and digital advertising. His research has been extensively covered in the tech and financial press, including the Wall Street Journal, Bloomberg, the Washington Post, Business Insider, and Reuters. Prior to joining Global X, Tejas worked as an Associate for SSR LLC, an independent research provider, covering mega and large cap TMT equities, specifically focusing on disruptive technology and emerging trends. Tejas holds a BTech in Electronics and Communications Engineering from the National Institute of Technology Goa and earned his MEng in Industrial Engineering from North Carolina State University at Raleigh.

Madeline joined Global X in 2022 as a Research Analyst covering the suite of Thematic Growth ETFs related to Infrastructure & the Environment. Prior to joining Global X, Madeline worked as a Power & Renewables Analyst with Fitch Solutions where she covered markets primarily in the Americas. Previously, she held research roles across a wide range of climate change and renewable energy-related topics, including with BloombergNEF, NASA DEVELOP, and the International Food Policy Research Institute. Madeline earned her MA in Climate and Society from Columbia University and a BS in Physical Geography, Cartography and Geographic Information Systems, and Turkish from the University of Wisconsin-Madison.