Game Plan: 2025 ETF Guide

Global X’s 2025 ETF Game Plan provides a roadmap for investors to navigate the evolving market landscape and position their portfolios for the year ahead.
This strategic guide highlights key investment ideas, emerging trends, and major economic shifts shaping global markets in 2025.

With insights into strategies ranging from areas of thematic growth to defensive income generation, we aim to empower investors with actionable tools to capitalise on opportunities and build resilient portfolios.

In this report we will cover:

  • Broad Market Outlook
  • US Exceptionalism
  • AI Next Leg Up
  • Powering the AI Revolution
  • Pay Attention to Valuations
  • Be weary of Potential Slowing Growth and Stagflation
  • Seeking Alternative Sources of Income

Read the full report here.

Related Funds

ATOM: The Global X Uranium ETF (ASX: ATOM) invests in a broad range of companies involved in uranium mining and the production of nuclear components, including those in extraction, refining, exploration, or manufacturing of equipment for the uranium and nuclear industries.

AYLD: The Global X S&P/ASX 200 Covered Call ETF (ASX: AYLD) invests in at-the-money call options written over the S&P/ASX 200 Index.

BANK: The Global X Australian Bank ETF (ASX: BANK) invests in a diversified portfolio of Australian banking debt across the full capital structure, comprising of fixed and floating-rate bonds, senior and subordinated debt, and hybrid securities.

FANG: The Global X FANG+ ETF (ASX: FANG) invests in 10 companies at the leading edge of next-generation technology that includes household names and newcomers.

GARP: The Global X S&P World ex Australia GARP ETF (ASX: GARP) provides investors with exposure to global companies with strong earnings growth, solid financial strength, and trading at reasonable valuations.

GOLD: Global X Physical Gold (ASX: GOLD) invests in physical gold via the stock exchange, offering higher liquidity and removing the need for investors to personally store bullion.

GXAI: The Global X Artificial Intelligence ETF (ASX: GXAI) invests in global companies involved in AI development, AI-as-a-service, provide AI compute power, or design and manufacture AI hardware.

PAVE: The Global X US Infrastructure Development ETF (ASX: PAVE) invests in US-domiciled companies involved in the construction, engineering, material procurement, transportation, and equipment distribution processes of infrastructure projects.

WIRE: The Global X Copper Miners ETF (ASX: WIRE) invests in a global basket of copper miners which stand to benefit from being a key part of the value chain facilitating growth in major areas of innovation such as technology, infrastructure and clean energy.

U100: The Global X US 100 ETF (ASX: U100) invests in 100 of the largest innovative companies listed on the US market on either the NASDAQ or NYSE. It focuses on technology and pioneering US companies, making it a valuable benchmark for investors seeking exposure to high-growth sectors.

ZYUS: The Global X S&P 500 High Yield Low Volatility ETF (ASX: ZYUS) invests in 50 of the highest dividend yielding equity securities from the S&P 500 Index.