Gold and electric vehicles (EV) top the list of investment themes inspiring ASX shares investors in FY25, according to a survey of 2,000 Aussie investors conducted by online trading platform, Stake.
Let's find out what other themes are exciting investors as we head into the new financial year.
Top 5 positive investment themes for FY25
Gold
Gold was the most popular investment theme for FY25, with 49% of survey respondents feeling positive about the commodity.
And no wonder, really. The gold price skyrocketed in the first half of 2024, ascending from US$2,034 per ounce on 28 February to an all-time high of US$2,449.89 on 21 May.
Examples of ASX gold shares include Newmont Corporation CDI (ASX: NEM), Northern Star Resources Ltd (ASX: NST), Bellevue Gold Ltd (ASX: BGL), and ASX gold ETF Global X Physical Gold ETF (ASX: GOLD).
EVs
The survey found 46% of Australian investors are still positive on EVs, despite reports of softening global demand. In terms of stocks, Tesla Inc (NASDAQ: TSLA) is the most obvious direct way to invest in EVs. However, among ASX shares, investors can gain exposure to the theme by purchasing ASX lithium shares.
Examples of lithium stocks include Pilbara Minerals Ltd (ASX: PLS), IGO Ltd (ASX: IGO), Core Lithium Ltd (ASX: CXO), Arcadium Lithium CDI (ASX: LTM), and Liontown Resources Ltd (ASX: LTR).
Artificial intelligence (AI)
The survey found 44% of investors are optimistic about the artificial intelligence (AI) investment theme.
There are other ways to gain exposure to AI besides buying big-tech US stocks like Nvidia Corp (NASDAQ: NVDA).
For example, AI was a significant driver of the 73.1% rise in Goodman Group (ASX: GMG) shares last year. Australia's largest real estate investment trust (REIT) is busy building data centres all over the world.
You can check out The Fool news team's recommendations for AI stocks here.
Lithium
Lithium commodity values have plunged over the past two years, so it's interesting to see lithium remaining top of mind for ASX shares investors, with 42% of respondents still positive on the theme.
Copper
The red metal is set to play a significant role in the world's decarbonisation. This is because it's a cheap and effective electricity conductor used in EVs, wind turbines, solar energy systems, and data centres.
According to the survey, 41% of ASX shares investors like the copper theme. The commodity price has risen by more than 15% in 2024 so far.
Examples of ASX copper shares include Sandfire Resources Ltd (ASX: SFR), Aeris Resources Ltd (ASX: AIS), WA1 Resources Ltd (ASX: WA1), and FireFly Metals Ltd (ASX: FFM).
