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GinsGlobal’s ITEK ETF bounces back; CEO optimistic about tech sector

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Manage episode 482915978 series 2891889
Content provided by Proactive Investors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Proactive Investors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
GinsGlobal Index Fund CEO Anthony Ginsberg talked with Proactive about the performance of the GinsGlobal Tech Megatrend UCITS ETF (ITEK) amid shifting geopolitical and economic conditions. Ginsberg noted that the ETF is up 1% year-to-date, with a remarkable 25% gain over the past month alone. He attributed the rally to strength in key technology subthemes, including digital entertainment, AI, robotics, cloud computing, and cybersecurity. Unlike many tech funds, the ETF avoids heavy concentration in US tech giants, instead offering equal weighting across eight subthemes and 120 holdings globally. Ginsberg emphasised: “Really playing the IT game in a broader manner has actually helped us and spread out the risk.” The fund’s resilience followed an initial decline linked to tariff uncertainty under the Trump administration. However, as Ginsberg explained, “Most of our tech holdings… are all pretty much in the services space,” and thus less affected by manufacturing-focused tariffs. He also highlighted a more positive policy environment in the US, with prospects for tax cuts, deregulation, and potential interest rate reductions. These are seen as supportive for growth stocks. Ginsberg underscored the importance of convergence across tech sectors, arguing that investors should consider the broader ecosystem rather than focusing narrowly on themes like AI or robotics alone. For more videos like this, visit Proactive’s YouTube channel. Don’t forget to like this video, subscribe, and enable notifications to stay updated. #TechETF #GinsGlobal #AnthonyGinsberg #AIInvesting #CybersecurityStocks #CloudComputing #DigitalEntertainment #UCITSETF #TechMegatrend #ProactiveInvestors
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606 episodes

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Manage episode 482915978 series 2891889
Content provided by Proactive Investors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Proactive Investors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
GinsGlobal Index Fund CEO Anthony Ginsberg talked with Proactive about the performance of the GinsGlobal Tech Megatrend UCITS ETF (ITEK) amid shifting geopolitical and economic conditions. Ginsberg noted that the ETF is up 1% year-to-date, with a remarkable 25% gain over the past month alone. He attributed the rally to strength in key technology subthemes, including digital entertainment, AI, robotics, cloud computing, and cybersecurity. Unlike many tech funds, the ETF avoids heavy concentration in US tech giants, instead offering equal weighting across eight subthemes and 120 holdings globally. Ginsberg emphasised: “Really playing the IT game in a broader manner has actually helped us and spread out the risk.” The fund’s resilience followed an initial decline linked to tariff uncertainty under the Trump administration. However, as Ginsberg explained, “Most of our tech holdings… are all pretty much in the services space,” and thus less affected by manufacturing-focused tariffs. He also highlighted a more positive policy environment in the US, with prospects for tax cuts, deregulation, and potential interest rate reductions. These are seen as supportive for growth stocks. Ginsberg underscored the importance of convergence across tech sectors, arguing that investors should consider the broader ecosystem rather than focusing narrowly on themes like AI or robotics alone. For more videos like this, visit Proactive’s YouTube channel. Don’t forget to like this video, subscribe, and enable notifications to stay updated. #TechETF #GinsGlobal #AnthonyGinsberg #AIInvesting #CybersecurityStocks #CloudComputing #DigitalEntertainment #UCITSETF #TechMegatrend #ProactiveInvestors
  continue reading

606 episodes

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