Investors are too focused on interest rates and are subsequently underweight risk assets.

That’s the, albeit US-centric, view from Global X ETFs’ Head of Investment Strategy, Scott Helfstein.

He elaborates by saying that the US economy is looking a lot more like mid-cycle expansion than late cycle and that “you don’t want to be sitting on the sidelines”.

A fan of thematic investing, Helfstein goes on to highlight three big investment themes that he likes right now, including one offering the opportunity for true transformation, that’s available for the same price as the S&P 500.

Don’t miss the latest Rules of Investing Podcast.

https://www.livewiremarkets.com/wires/3-compelling-long-term-etf-ideas-for-investors-still-on-the-sidelines 

Timecodes

0:00 - Intro