3 growth industries that could add some sizzle to your portfolio in 2024

LiveWire01-15

One reason investing can be so addictive is the storylines that develop in financial markets. It can be as simple as the rising rates narrative or it can be as exciting as the new opportunity in the ...

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It can be as simple as the rising rates narrative or it can be as exciting as the new opportunity in the ...</p>\n\n<a href=\"https://www.livewiremarkets.com/wires/3-growth-industries-that-could-add-some-sizzle-to-your-portfolio-in-2024\">Source Link</a>\n\n</div>\n","source":"livewire_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 growth industries that could add some sizzle to your portfolio in 2024</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 growth industries that could add some sizzle to your portfolio in 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-15 04:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.livewiremarkets.com/wires/3-growth-industries-that-could-add-some-sizzle-to-your-portfolio-in-2024><strong>LiveWire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One reason investing can be so addictive is the storylines that develop in financial markets. It can be as simple as the rising rates narrative or it can be as exciting as the new opportunity in the ...</p>\n\n<a href=\"https://www.livewiremarkets.com/wires/3-growth-industries-that-could-add-some-sizzle-to-your-portfolio-in-2024\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"QLD","symbol_name":"纳指两倍做多ETF","start_time":0,"source_url":"https://www.livewiremarkets.com/wires/3-growth-industries-that-could-add-some-sizzle-to-your-portfolio-in-2024","article_id":"2403704057","we_media_id":null,"thumbnails":[],"rights":{"source":"livewire_stock","url":"https://www.livewiremarkets.com/wires/3-growth-industries-that-could-add-some-sizzle-to-your-portfolio-in-2024","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2403704057","pubTimestamp":1705264224,"sourceInfo":{"source_id":"livewire_stock","name":"Livewire Markets"},"weMediaInfo":null,"summary":"One reason investing can be so addictive is the storylines that develop in financial markets. It can be as simple as the rising rates narrative or it can be as exciting as the new opportunity in the uranium markets. And while narratives can provide great investing ideas, they can also just easily roar in like a lion and fizzle out like a can of soda that was left out in the open too long.So what themes should you be watching out for in 2024 and how can you play them given the Australian equity market is not exactly full to the brim with thematic ideas?In this, the final wire of a three-part series covering the opportunities in passive investments, we're taking a closer look at four themes and the ETF ideas which can be used to play them. This series has been conducted in conjunction with Betashares and Global X ETFs.Our first two wires in this series covered income investing and growth investing.Invest in an industry with long term growth of 30% per annum. Global X reduced SEMI’s manag","collect":0,"end_time":0,"defaultTopTitle":"livewiremarkets.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"QLD":"纳指两倍做多ETF","QQQ":"纳指100ETF","HACK":"网络安全ETF-PureFunds","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","XKO.AU":"标普/澳交所 300指数","TQQQ":"纳指三倍做多ETF","AAPL":"苹果","META":"Meta Platforms","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","URNM":"Sprott Uranium Miners ETF","03145":"华夏亚洲高息股","AMD.AU":"Arrow Minerals Ltd","CAGR":"California Grapes International, Inc.","BK4529":"IDC概念","BK4528":"SaaS概念","SQQQ":"纳指三倍做空ETF","HACK.AU":"BETASHARES GLOBAL CYBERSECUR","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","AVGO":"博通","AMD":"美国超微公司","NXG.AU":"NEXGEN ENERGY LTD-CDR","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","FDN":"First Trust Dow Jones Internet I","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4585":"ETF&股票定投概念","SEMI.AU":"ETFS Semiconductor ETF","BK4576":"AR","URNM.AU":"BETASHARES GLB URANIUM ETF","SEMI":"COLUMBIA SELIGMAN SEMICONDUCTOR AND TECHNOLOGY ETF","QID":"纳指两倍做空ETF","BK4575":"芯片概念","MSFT":"微软","BK4587":"ChatGPT概念","NVDA":"英伟达","CCJ":"Cameco Corp","ATOM.AU":"GLOBAL X URANIUM ETF","AMZN":"亚马逊","BK4077":"互动媒体与服务","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","ATOM":"Atomera Inc",".IXIC":"NASDAQ Composite","XAO.AU":"标普/澳交所 普通股指数","PSQ":"纳指反向ETF","XJO.AU":"标普/澳交所 200指数","TSM":"台积电"},"translate_title":"2024年，3个成长型行业将为你的投资组合增添活力","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"URNM":1,"HACK":1,"HACK.AU":1,"META":1,"MSFT":1,"CCJ":1,"CAGR":1,"NVDA":1,"NXG.AU":1,"SEMI":1,"SEMI.AU":1,"TSM":1,"URNM.AU":1,"AVGO":1,"ATOM.AU":1,"ATOM":1,"AMZN":1,"AMD.AU":1,"AMD":1,"AAPL":1,"XKO.AU":0.9,"XAO.AU":0.9,"XJO.AU":0.9,".IXIC":0.9,"FDN":0.9,"QID":0.6,"03145":0.6,"TQQQ":0.6,"SQQQ":0.6,"QQQ":0.6,"QLD":0.6,"NQmain":0.6,"PSQ":0.6,"MNQmain":0.6},"content_text":"One reason investing can be so addictive is the storylines that develop in financial markets. It can be as simple as the rising rates narrative or it can be as exciting as the new opportunity in the uranium markets. And while narratives can provide great investing ideas, they can also just easily roar in like a lion and fizzle out like a can of soda that was left out in the open too long.\nSo what themes should you be watching out for in 2024 and how can you play them given the Australian equity market is not exactly full to the brim with thematic ideas?\nIn this, the final wire of a three-part series covering the opportunities in passive investments, we're taking a closer look at four themes and the ETF ideas which can be used to play them. This series has been conducted in conjunction with Betashares and Global X ETFs. \nOur first two wires in this series covered income investing and growth investing. \nETFs featured in this piece\n\n\nGlobal X ETFs Australia Semiconductor ETF (ASX: SEMI)\n\nGlobal X Uranium ETF (ASX: ATOM)\n\nBetaShares Global Cybersecurity ETF (ASX: HACK)\n\nBetashares Global Uranium ETF (ASX: URNM)\n\n\nInvest in an industry with long term growth of 30% per annum \nGlobal X ETFs Australia Semiconductor ETF (ASX: SEMI)\nAnswers for the first two sections provided by David Tuckwell, Senior Product and Investment Strategist, Global X ETFs Australia.\nWe are witnessing a significant structural shift to a more AI-dependent world. As we saw in 2023, companies along the AI supply chain will benefit from its increasing adoption and advancements. Notably, semiconductor stocks skyrocketed. SEMI tracks the Solactive Global Semiconductor 30 Index to gain exposure to the sector, including standout stocks like Nvidia (NYSE: NVDA) which soared around 250% in 2023. \nQuite understandably, investors may be wondering whether the semiconductor ship has sailed as valuations have elevated. Still, Global X believes the investment opportunity is far from over as the adoption of AI technology and its monetisation is likely to play out over multiple years, having a lasting impact on both markets and the economy. \nWhile ChatGPT and the early forms of generative AI took the world by storm, the real opportunity is in commercial applications of AI models and the industries positioned to benefit from their adoption over the coming decades. Further, by 2030, annual spending on AI chips is projected to grow at a compound annual growth rate (CAGR) of more than 30% to nearly US$165 billion.\n\n\n\nETF\nGlobal X ETFs Australia Semiconductor ETF (SEMI)\nGlobal Shares\n\n\nView\n\n\n\n\n\nTop five holdings: Broadcom (NASDAQ: AVGO), TSMC (NYSE: TSM), ASML, NVIDIA (NASDAQ: NVDA), Advanced Micro Devices (AMD) (NASDAQ: AMD)\n\nInception date: 27 August 2021\nSEMI was the first and remains the only pure-play semiconductor ETF available in Australia.\n\n\nManagement fee: 0.45% per annum\nGlobal X reduced SEMI’s management fee from 0.57% to 0.45% during 2023 to provide more Australian investors with the opportunity to access important thematics that could bolster returns and diversify their portfolio.\n\n\nMove over lithium, the uranium story is here\nGlobal X Uranium ETF (ASX: ATOM)\nDecarbonisation remains one of the most important thematics as governments and businesses the world over aim to tackle climate change. The structural shift away from traditional fuels towards lower-carbon alternatives saw nuclear energy reenter many mainstream conversations in 2023. \nA number of factors including supply and geopolitical concerns lay the groundwork for uranium spot prices to rise more than 67% year to date to break through US$80 per pound – its highest price since 2011.\nNuclear energy, using uranium, is generally more reliable than other clean energy technologies including solar and wind. Hence, Global X believes it will play an increasingly important role in meeting net-zero targets across the globe. COP28 indicated 2024 would be another bumper year for uranium and nuclear energy. After two weeks of negotiations, nations ultimately came to a new landmark climate deal titled the UAE Consensus, which represents the first time nations have explicitly agreed to transition away from fossil fuels. \n22 countries signed the  declaration to advance a goal of tripling nuclear energy capacity globally by 2050. \nIn fact, the US Special Climate Envoy John Kerry launched an international engagement plan aimed to advance nuclear fusion technology by rallying 35 nations who will focus on nuclear fusion research and development, supply chain issues, regulation, and safety. \nAs nuclear adoption is set to increase, its impending supply-demand gap will likely expand. The Global X Uranium ETF (ASX: ATOM) which invests in the Solactive Global Uranium & Nuclear Components Total Return Index is well-positioned to capture growth in companies along the nuclear value chain such as mining and the production of nuclear components, including those in extraction, refining, exploration, or manufacturing of equipment for the uranium and nuclear industries.\nConsidering its strong fundamentals and market conditions for 2024, Global X believes uranium will likely continue to outperform in the new year and beyond.\n\n\n\nETF\nGlobal X Uranium ETF (ATOM)\nGlobal Shares\n\n\nView\n\n\n\n\n\nTop five holdings: Cameco Corporation (NYSE: CCJ), Sprott Physical Uranium Trust, NexGen Energy (ASX: NXG), NAC Kazatomprom JSC, Uranium Energy (NYSE: UEC)\n\nInception date: 7 December 2022\n\nManagement fee: 0.69% per annum\n\nCybersecurity in focus\nBetashares Global Cybersecurity ETF (ASX: HACK)\nAnswers for the next two sections are provided by the Betashares team.\nThe recent Medibank and Optus cyber breaches were a reminder of the threat cybercrime poses to the everyday functioning of society. No industry is as necessary to facilitate a safe digitalised future than cybersecurity. \nLooking ahead to 2024 and further, the accessibility of artificial intelligence, continued broad digitalisation across industries, and a severe undersupply of private cybersecurity professionals are the biggest trends expected to continue spurring growth for the largest global cybersecurity companies. Strong tailwinds like these have seen Betashares Global Cybersecurity ETF’s (ASX: HACK) index constituents experience fundamental growth with a CAGR of 19% in EPS since 2020. \nHACK serves as Australia’s longest running and largest global cybersecurity ETF allowing investors to gain exposure to this critical industry. Having returned 17% p.a. over the past five years, HACK has also been one of Australia’s best performing ETFs.\nFurther, HACK’s performance has historically responded positively to significant cyber incidents and geopolitical events, potentially proving a good proxy for investors to growing cyber threats and the companies defending against them. Consequently, HACK may also provide some level of hedging for investors’ portfolios in cases where an individual company’s share price suffers due falling victim to a cyber-attack.\n\n\n\nETF\nBetaShares Global Cybersecurity ETF (HACK)\nGlobal Shares\n\n\nView\n\n\n\n\nTop five holdings: Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Nvidia (NASDAQ: NVDA), Meta Platforms (NASDAQ: META)\n\nIndex: Nasdaq Consumer Technology Association Cybersecurity Index\n\n\nManagement cost: 0.67% p.a.\n\nInception date: 30 August 2016\n\nInvestment risks include: market risk, cybersecurity companies risk, concentration risk and currency risk \n\nThe nuclear energy renaissance\nBetashares Global Uranium ETF (ASX: URNM)\nA new “nuclear renaissance” is emerging, with a 22-country partnership pledging to triple nuclear energy capacity by 2050 at the COP28 climate change conference. Governments from Japan to Europe now view nuclear energy as a necessary part of the energy mix , both to meet their net-zero emissions goals with reliable base load power, and to provide greater energy security in a time of heightened geopolitical tension. \nIn the 2010s, unfavourable US energy policy and cheap fracked gas undercut the nuclear industry. But a change in sentiment and significant funding and tax credits made available through the Inflation Reduction Act has changed the outlook in the US. This has resulted in a concerted push to extend the life of existing nuclear reactors, and the first new reactor build in the US for decades – the Vogtle Plant in Georgia. \nWhile there is a compelling long-term investment case for uranium, trying to select individual ASX-listed uranium miners yourself introduces significant stock specific risk. No uranium companies currently rank in the S&P/ASX 100, and all are pre-production – introducing project execution and regulatory risk. URNM is worth considering, it provides diversified exposure to leading uranium miners from across the globe. \n\n\n\nETF\nBetashares Global Uranium ETF (URNM)\nGlobal Shares\n\n\nView\n\n\n\n\n\nTop five holdings: Cameco Corporation, NAC Kazatomprom JSC, Sprott Physical Uranium Trust, CGN Mining (HKG: 1164), Uranium Energy Corp\n\nIndex: Indxx North Shore Uranium Mining Index\n\nManagement Cost: 0.69% p.a.\n\nInception date: 8 Jun 2022\n\nInvestment risks include: market risk, sector concentration risk, international investment risk and regulatory risk\n\n\n\n\nNever miss an update\n\n    Enjoy this wire? 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