I curated a list of the Top 10 ETF Themes with client Global X, and the AFR followed up with this story, one of the most popular in its markets section this week. Uranium prices have performed better than gold this year, and while investors aren’t lining up to buy it, the return on uranium stocks is no less explosive.
ETFs that have generated the most returns this year have invested in either nuclear power, defense, or AI, as investors chase sectors that are powering the expansion of artificial intelligence or those that are exposed to warfare.
Gold producers have still been a boon for the Australian sharemarket, thanks to a surge in the spot price driven by safe-haven demand and central bank buying. But, investors appear to be favouring other sectors that are either exposed to AI or defence infrastructure.
Global X said uranium and defence ETFs had become the twin beneficiaries of 2025’s megatrends – AI’s insatiable demand for energy and ramped-up government spending on security.
There’s always a story to tell in markets. Do you need yours told? Contact Nicki Bourlioufas at nicki@spotoncpr.com or +61 411 786 933.