Latest research/Insight posts
Trading Outlook
Thematic ETF Daily Trading Outlook
Thematic ETF Daily Trading Outlook
Thematic ETF Daily Trading Outlook
Thematic ETF Daily Trading Outlook
Thematic ETF Daily Trading Outlook
Analysis
ETFThemes Macro Outlook: Rates, Rotation and Money Flows
Strategies & Models
The ETFThemes.com Core Thematic Equity Strategy
Research
Why Metals Matter Again: The Macro and Fundamental Case
Trading Outlook
Thematic ETF Daily Trading Outlook
Thematic ETF Daily Trading Outlook
Thematic ETF Daily Trading Outlook
Thematic ETF Daily Trading Outlook
Thematic ETF Daily Trading Outlook
ETFThemes Macro Outlook: Rates, Rotation and Money Flows
Analysis
Thematic ETF Daily Trading Outlook
Thematic ETF Daily Trading Outlook
Thematic ETF Daily Trading Outlook
Thematic ETF Daily Trading Outlook
Strategies & Models
Research
Why Metals Matter Again: The Macro and Fundamental Case
Core Thematic Equity Model
ETF Themes Core Equity Portfolio
Commodities Themes
NANR: SPDR S&P North American Natural Resources ETF
COPX: Global X Copper Miners ETF
GDX: VanEck Gold Miners ETF
MLPX: Global X MLP & Energy Infrastructure ETF
URA: Global X Uranium ETF
Industrial Themes
GRID: First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index
ARKX: ARK Space & Defense Innovation ETF
PAVE: Global X U.S. Infrastructure Development ETF
IGF: iShares Global Infrastructure ETF
TAN: Invesco Solar ETF
PHO: Invesco Water Resources ETF
Technology Themes
AIQ: Global X Artificial Intelligence & Technology ETF
ARKQ: ARK Autonomous Technology & Robotics ETF
CIBR: First Trust NASDAQ Cybersecurity ETF
SKYY: First Trust Cloud Computing ETF
SMH: VanEck Semiconductor ETF
KWEB: KraneShares CSI China Internet ETF
FDN: First Trust Dow Jones Internet Index Fund
Consumer Themes
XBI: State Street SPDR S&P Biotech ETF
ARKF: ARK Blockchain & Fintech Innovation ETF
GBTC: Grayscale Bitcoin Trust ETF
BKCH: Global X Blockchain ETF
ITB: iShares U.S. Home Construction ETF
DRIV: Global X Autonomous & Electric Vehicles ETF
ESPO: VanEck Video Gaming and eSports ETF
PEJ: Invesco Leisure and Entertainment ETF