Australian Finance Podcast

5 Thematic ETFs to Watch in 2025


Listen Later

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

        ...more
        View all episodesView all episodes
        Download on the App Store

        Australian Finance PodcastBy Rask

        • 5
        • 5
        • 5
        • 5
        • 5

        5

        3 ratings


        More shows like Australian Finance Podcast

        View all
        Motley Fool Money by LiSTNR

        Motley Fool Money

        93 Listeners

        The Money Puzzle, with James Kirby by The Australian

        The Money Puzzle, with James Kirby

        45 Listeners

        Equity Mates Investing Podcast by Equity Mates Media

        Equity Mates Investing Podcast

        60 Listeners

        The Rules of Investing by Livewire Markets

        The Rules of Investing

        14 Listeners

        Your Wealth by NAB

        Your Wealth

        5 Listeners

        money money money by Glen James

        money money money

        55 Listeners

        Australian Investors Podcast by Rask

        Australian Investors Podcast

        21 Listeners

        this is property by John Pidgeon & Rachelle Kroon

        this is property

        8 Listeners

        Get Started Investing by Equity Mates Media

        Get Started Investing

        36 Listeners

        Retire Right by Glen James

        Retire Right

        19 Listeners

        Get Rich Slow Club by Ana Kresina & Natasha Etschmann

        Get Rich Slow Club

        6 Listeners

        Australian Property Podcast by Rask

        Australian Property Podcast

        9 Listeners

        Aussie FIRE | Financial Independence Retire Early by Hayden Smith & Dave Gow

        Aussie FIRE | Financial Independence Retire Early

        2 Listeners

        Financially Fierce by Jess Brady

        Financially Fierce

        2 Listeners

        Australian Retirement Podcast by Rask

        Australian Retirement Podcast

        5 Listeners