Industry Voice: Investment themes for a World of Growing Interstate Competition
This article highlights the current global shift towards a period of geopolitical uncertainty and growing inter-state competition, with countries increasing their spending to secure their position in this uncertain world. The article focuses on the new space race between major spacefaring nations, the push towards clean energy, and the critical materials underpinning the energy transition. The article also provides investment opportunities in these areas, with a focus on ETFs providing pure-play exposure to companies operating in these fields.
Source: investmentweek.co.uk