The themes are interesting — but you need instruments. Here are the listed equities, ETFs, and packaged products worth watching across each theme. Not financial advice. Do your own research. But this is where I'd start looking.
The GLP-1 superstars are already re-rated. The opportunity is in the next wave — precision peptide therapeutics across oncology, muscle wasting (sarcopenia), and cognitive decline. Also watch the contract manufacturers (CDMOs) that produce these molecules at scale.
The more AI automates, the scarcer human things become — and the more valuable. Two investable directions: the physical build-out AI depends on, and infrastructure monopolies no software can replicate.
The affluent consumer is not cutting back — they are redirecting. Away from things, towards time: fitness, sport, live events, travel. These are categories with structural pricing power because they cannot be replicated on a screen.
Four layers: semiconductors, data centre infrastructure, rare earth materials, and next-generation computing including Asia exposure. ETF-first — every possible AI outcome runs through these baskets.
Fallen angels are investment-grade issuers downgraded to high yield, sold indiscriminately by IG mandates. That forced selling creates entry points. The near-call trade targets BB callable bonds approaching their call date — high-yield coupons with short effective duration.
ETFs are regulated investment funds listed on a stock exchange, designed to replicate a market index, sector, or defined asset basket. Each ETF charges an annual management fee — the Total Expense Ratio (TER) — deducted directly from fund assets; fees range from below 0.10% for broad-market strategies to approximately 0.75% for thematic funds. ETFs are subject to market risk, tracking error relative to their benchmark, currency risk (where applicable), and liquidity risk. Bid-ask spreads may widen for smaller or less actively traded funds. The value of an ETF investment may fall as well as rise, and investors may receive back less than the amount originally invested. Past performance is not a reliable indicator of future returns.