Opto Sessions – Invest in the Next Big Idea

Anthony Ginsberg - The Tech Megatrends ETF & Industry 4.0 Innovations

June 01, 2023 Haydn Brain & Ed Gotham Season 1 Episode 175
Anthony Ginsberg - The Tech Megatrends ETF & Industry 4.0 Innovations
Opto Sessions – Invest in the Next Big Idea
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Opto Sessions – Invest in the Next Big Idea
Anthony Ginsberg - The Tech Megatrends ETF & Industry 4.0 Innovations
Jun 01, 2023 Season 1 Episode 175
Haydn Brain & Ed Gotham

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we have the pleasure of hosting Anthony Ginsberg, CEO of GinsGlobal Index Funds Inc, an asset management firm providing a diverse selection of index-linked products with operations in North America, Africa, the Middle East and Asia-Pacific.

In this episode, we discuss the HANS-GINS Tech Megatrend Equal Weight UCITS ETF [ITEK], which Anthony manages. ITEK tracks the Solactive Innovative Technologies Index, an index of leading companies that are driving innovation in sectors from robotics to entertainment. We delve into how the fund captures the megatrends emerging from the Fourth Industrial Revolution, exploring the fund’s composition, its geographical diversification and the rationale behind its equal-weighting approach and strategic avoidance of over-exposure to FAANG stocks. Anthony walks us through the carefully selected megatrends and their sub-themes, highlighting the explosive potential of AI in tech and its impact on various sectors. He also emphasises the growth potential of themes such as genomics, becoming more mainstream after COVID, and online gaming, an industry which has now surpassed Hollywood in size and which, in the future, could potentially converge with cloud computing and social media, as recent deals such as Microsoft’s acquisition of Activision could suggest.

Before founding GinsGlobal in 2000, Anthony served as Director at Barclays. He is originally from South Africa and holds a Bachelor of Business Science and CPA certificate from the University of Cape Town. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

Show Notes

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we have the pleasure of hosting Anthony Ginsberg, CEO of GinsGlobal Index Funds Inc, an asset management firm providing a diverse selection of index-linked products with operations in North America, Africa, the Middle East and Asia-Pacific.

In this episode, we discuss the HANS-GINS Tech Megatrend Equal Weight UCITS ETF [ITEK], which Anthony manages. ITEK tracks the Solactive Innovative Technologies Index, an index of leading companies that are driving innovation in sectors from robotics to entertainment. We delve into how the fund captures the megatrends emerging from the Fourth Industrial Revolution, exploring the fund’s composition, its geographical diversification and the rationale behind its equal-weighting approach and strategic avoidance of over-exposure to FAANG stocks. Anthony walks us through the carefully selected megatrends and their sub-themes, highlighting the explosive potential of AI in tech and its impact on various sectors. He also emphasises the growth potential of themes such as genomics, becoming more mainstream after COVID, and online gaming, an industry which has now surpassed Hollywood in size and which, in the future, could potentially converge with cloud computing and social media, as recent deals such as Microsoft’s acquisition of Activision could suggest.

Before founding GinsGlobal in 2000, Anthony served as Director at Barclays. He is originally from South Africa and holds a Bachelor of Business Science and CPA certificate from the University of Cape Town. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.