With markets under pressure so far in March, it is important for investors not to panic and maintain a long-term view of their portfolios.tfolios.
A new report from GlobalX reinforces that technological innovation doesn’t slow down just because markets shake.
It says some of the most transformative developments, from the Internet to smartphones to advanced cloud computing, are accelerating even in times of uncertainty.
Today, the next wave of innovation is already underway. Artificial intelligence, robotics, automation and even humanoid technology are advancing at an unprecedented pace.
These are megatrends reshaping infrastructure, manufacturing, defense, energy and the way people work. And unlike speculative stocks, there’s a practical, concrete way to invest in the foundations of this boom: the “picks and shovels” behind the innovation economy.
Here are three ASX ETFs to consider for investors seeking raw exposure to the fundamentals of these growing sectors.
All have increased by around 80% in the last 12 months.
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Global X Copper Miners ETF (ASX: WIRE)
The fund provides access to a global basket of copper miners who benefit from being Key parts of the value chain, major areas of innovation such as technology, infrastructure,
With global electrification accelerating and AI infrastructure building rapidly, copper demand is expected to structurally outpace supply for years. WIRE offers an easy way for investors to capture this long-term demand without the need to pick individual mining stocks.
According to the report, copper is important for innovation for several reasons:
- AI data centers require large amounts of copper for heat dissipation and electrical wiring.
- Robotics and automation systems use copper in motors, chips, wiring, sensors and circuit boards.
- Electric vehicles contain two to four times more copper than gasoline cars.
- Renewable energy systems, such as wind turbines and solar farms, contain copper by design.
Global X Uranium ETF (ASX: ATOM)
Global initiatives to reduce carbon emissions will see the adoption of uranium and nuclear as an important power source to facilitate the clean energy transition.
ATOM provides investors with exposure to the global uranium industry at a time when nuclear power is being re-evaluated as a key enabler of the digital economy.
According to the report, uranium is experiencing a global renaissance because it provides:
- Ability to support 24/7 AI and computing loads
- Freedom from fossil fuel price fluctuations
This ASX ETF provides exposure to global companies that produce key metals for clean energy infrastructure and technologies, including lithium, copper, nickel and cobalt.
Here is the information it needs:
- EV batteries
- High performance magnets used in humanoid technology
- Renewable energy storage
- Advanced Computing and Electronics
