From AI to Infrastructure: The 10 Investment Themes Defining the Next Five Years

By Christopher Gannatti, CFA, Global Head of Research Key Takeaways AI is no longer just a disruptor but a defining force across industries, forcing companies to integrate or risk obsolescence. Global investment themes are shifting toward infrastructure, cybersecurity and energy expansion as demand outpaces supply in key sectors. Geopolitical realignment, shifting demographics and the rise [...] The post From AI to Infrastructure: The 10 Investment Themes Defining the Next Five Years appeared first on ETF Trends.

Mar 15, 2025 - 14:50
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From AI to Infrastructure: The 10 Investment Themes Defining the Next Five Years

By Christopher Gannatti, CFA, Global Head of Research Key Takeaways AI is no longer just a disruptor but a defining force across industries, forcing companies to integrate or risk obsolescence. Global investment themes are shifting toward infrastructure, cybersecurity and energy expansion as demand outpaces supply in key sectors. Geopolitical realignment, shifting demographics and the rise [...]

The post From AI to Infrastructure: The 10 Investment Themes Defining the Next Five Years appeared first on ETF Trends.