Profiting from multi-decade mega trends: A thematic ETF deep dive with Global X's Scott Helfstein

The recent AI boom has reignited enthusiasm for thematic ETFs and that's why I was so grateful to have Scott Helftstein the head of investment strategy at Global X, join me on his Australian tour for a deep dive on thematic ETFs. Scott has a wealth of knowledge in the space through his role at Global X and previously being the head of thematic portfolios at Morgan Stanley. 

In this conversation we cover:

• Scott's upbringing in Long Island and his introduction to business through his father
• We explore how he developed a career in thematic investing 
• How his team identify a theme that could be an enduring mega trend
• Walk through the life cycle of the trend
• Discuss how a thematic etf can adapt to include emerging companies in the future 
• Discuss why he thinks AI and uranium are two multi-decade themes still in their infancy 
• We also address the often mentioned performance of thematic ETFs vs passive traditional indices

Before recording this interview I reached out to the Rask Community on our community page to ask them what questions they would ask. If you have any thoughts you'd like to share after listening come and join us over at the Rask Community, it's free to join.

Episode Resources:

What are thematic ETFs by Global X

Entry points & burning buildings

More from Scott Helfstein

ETFs mentioned in this episode:

ATOM Uranium ETF

FANG+ ETF

GXAI Artificial Intelligence ETF

PAVE US Infrastructure Development ETF

~~ Resources ~~

Invest with Owen: https://bit.ly/R-invest

Access Show Notes: https://bit.ly/R-notes

Mortgage Broking: https://bit.ly/broke-rask

Financial Planning: https://bit.ly/R-plan

Property Coaching: https://bit.ly/R-P-coach

100-point property checklist (PDF): https://bit.ly/prop-check

Accounting with Grey Space: http://bit.ly/3DG5lWS

Business Coaching: https://bit.ly/o-coach

Ask a question: https://bit.ly/3QtiY00

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 and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, 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): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices