The biggest dollar-value dividend on its schedule is $16.34 per unit for Global X Battery Tech & Lithium ETF (ASX: ACDC).

The gigantic ACDC ETF dividend is primarily due to the massive rebound in lithium commodity prices over FY26.

Australia is in the midst of a new mining boom driven by the green energy transition and the artificial intelligence (AI) build-out.

This is creating much higher demand for critical minerals, such as lithium, and base metals, such as copper. 

Lithium prices crashed in 2023-2025 due to global oversupply, but supply/demand finally rebalanced at the start of FY26.  

Lithium topped the list of Australia's best-performing commodities for growth in FY26 by a long shot.

The lithium spodumene price soared 280%, and carbonate increased 160%. 

So, it's no surprise to see an ASX ETF full of lithium producers and battery manufacturers paying out big this dividend season.

Global X ASX ETF dividends

Here is an abridged list of finalised distributions that investors will receive today.

View a complete list of finalised Global X ETF dividends here.

Own other ETFs?

Here are the finalised distributions from other ETF providers this season. 

If you own Vanguard ETFs, view this season's final distributions here.

Interested in VanEck ETFs? View final distributions here.

If you're invested in iShares ETFs, see final distributions here.

If you own Betashares ETFs, see final distributions here.

The post Own ACDC, FANG, or SEMI ETF? Global X is paying your dividend today! appeared first on The Motley Fool Australia.

The ex-dividend date for this round of dividends is 3 July. Global X will pay investors on 17 July.

As is the case with other ETF providers this season, there are some whopper payments on the schedule.

The biggest dollar-value dividend is an incredible $16.26 per unit for owners of Global X Battery Tech & Lithium ETF (ASX: ACDC).

ACDC's mega dividend reflects the huge rebound in lithium prices over FY26.

Lithium commodity prices have soared due to renewed demand for batteries amid the global green energy transition.

As an example, the price of lithium carbonate has risen 148% in 12 months.

Lithium's rebound has translated into supercharged earnings for ASX and international lithium miners.

That's why ACDC ETF is paying out big this season.

Let's take a look.

Mid-year dividends for Global X ASX ETFs

Here is a sample of the estimated distributions to be paid by Global X this season.

Global X will confirm the final amounts on Thursday.

View a complete list of estimated Global X ETF dividends here.

Own other ETFs?

If you own Vanguard ETFs such as Vanguard Australian Shares Index ETF (ASX: VAS), see this season's estimated distributions here.

Invested in VanEck ETFs? View VanEck dividends here.

As for other mega dividends this season, find out which ETF is set to pay $18 per unit this season and why.

The post Own FANG, WIRE or SEMI ETF? Global X just revealed your next dividend appeared first on The Motley Fool Australia.

The good news is that Bell Potter doesn't believe it is too late to add exposure to the sector.

This is especially the case given its belief that we are still in the early innings of a sustained supercycle.

What is the broker saying?

Bell Potter highlights that several megatrends are colliding and supporting structurally higher prices. It said:

Several megatrends are now colliding with a resource base that has been starved of investment for a decade. We believe new and higher price floors are being established across a basket of commodities. We see this as the early innings of a sustained supercycle. A supercycle is a structural rather than cyclical shift in demand that plays out over many years, globally and broadly at once. The 2000s cycle was built on China's industrialisation and urbanisation, and was intensive in bulk, fuel-type commodities: iron ore, coal and oil.

The cycle now forming is intensive in the materials behind electrification and compute power: copper, aluminium, uranium, lithium, nickel, and rare earths. Three structural forces are driving it together: the AI capital expenditure boom, global electrification, and deglobalisation. At the same time, supply across several of these commodities is structurally constrained, copper most of all. That constraint is the mechanism that turns strong demand into durable price floors rather than a short-lived cyclical spike.

How can you play the supercycle?

According to the note, Bell Potter has named four ASX exchange traded funds (ETFs) that it believes would be great options for investors looking for exposure to the mining supercycle.

The first two are the Betashares Global Uranium ETF (ASX: URNM) and the Global X Uranium AUD ETF (ASX: ATOM) for uranium exposure. Bell Potter highlights that uranium gives investors "direct exposure to the power constraint on AI and clean energy, with its own tight supply story."

If you are looking for copper exposure, it has named Global X Copper Miners AUD ETF (ASX: WIRE) as one to buy. The broker notes that copper is "the cleanest beneficiary of both the AI / grid build-out and electrification, against a constrained supply outlook." For this reason, copper is its top commodity pick right now.

And with Bell Potter expecting the gold price to remain strong, it is tipping the VanEck Gold Miners AUD ETF (ASX: GDX) as a buy. It believes the "de-dollarisation and central bank buying are long term structural thematics that will support the gold price."

The broker concludes:

Spot prices have already moved, with copper setting fresh records in early 2026. The miners, however, should be supported by a higher-for-longer price environment that consensus is not yet pricing. Sell-side estimates still assume reversion towards lower long-run price decks, so sustained elevated prices are reflected neither in forward earnings nor in current share prices. There will no doubt be volatility in commodity and share prices over the medium term, but we would take any weakness as a buying opportunity into this long term thematic.

The post 4 ASX ETFs to buy for the mining supercycle appeared first on The Motley Fool Australia.

Billy Leung, Senior Investment Strategist, said for much of the past decade, equity markets rewarded companies that required relatively little physical capital. 

This included software platforms and digital businesses.

These companies demonstrated how scale could be achieved without extensive infrastructure, allowing revenue growth to accelerate faster than investment.

Asset-light models became associated with high returns on capital, rapid scalability and structural market leadership.

However, Mr Leung contends there is a different set of economic forces is now drawing attention to industries built on physical capacity. 

Rising real interest rates increase the cost of capital and change how markets value long-duration growth. At the same time, geopolitical fragmentation and supply chain restructuring are forcing governments and corporations to reconsider how critical systems are built and maintained. Energy networks must expand, industrial production is being reshored across multiple regions, and infrastructure once taken for granted is being reassessed as strategically important.

This has brought attention to the HALO investing framework. 

What is HALO investing?

The HALO acronym stands for Heavy Assets, Low Obsolescence. 

According to Global X, the concept focuses on companies built around substantial physical infrastructure. It also focusses on long-lived capital assets that are difficult to replicate. 

Their advantage is not based on rapid innovation cycles but on scale, engineering complexity and the time required to build the systems they operate. These assets often sit at the centre of economic activity, quietly supporting the movement of energy, goods and materials across entire economies.

However, several structural forces are now shifting the balance in favour of these equities. 

Governments across major economies are investing heavily in energy security, domestic manufacturing capacity and strategic infrastructure. 

Supply chains once prioritised efficiency. They are now being redesigned with resilience and redundancy in mind.

This is prevalent in sectors linked to energy systems, transportation networks and advanced industrial production.

What are examples of HALO industries?

For investors interested in how this looks in the real world, some examples include: 

• Energy infrastructure (power grids, pipelines, generation) – requires huge investment and becomes foundational once built
• Transportation networks (rail, ports, freight corridors) – are long-term projects enabling regional and global trade
• Industrial manufacturing – depends on complex facilities and machinery that take years to develop and are hard to replicate.

According to Global X, viewing markets through the HALO framework highlights a different source of competitive advantage.

Instead of focusing exclusively on companies capable of scaling rapidly with minimal capital investment, the approach emphasises industries where value is embedded in infrastructure and physical capacity.

Assets such as power grids, pipelines, rail corridors and industrial facilities cannot be recreated quickly. Their value reflects decades of investment, regulatory frameworks and specialised engineering capabilities. These systems underpin the movement of energy, materials and goods that support broader economic activity.

How can investors gain exposure?

For investors looking for exposure to HALO investment opportunities, some ASX ETFs to consider include: 

• Global X Ai Infrastructure ETF (ASX: AINF) – Exposure to companies involved in the physical infrastructure supporting modern computing, including data centres, power systems and network capacity.
• Global X Uranium ETF (ASX: ATOM) – Provides exposure to companies across the uranium and nuclear fuel ecosystem supporting nuclear power generation.
• Global X Green Metal Miners ETF (ASX: GMTL) – Tracks producers of metals such as copper, nickel and lithium that are essential inputs for infrastructure, energy systems and industrial capacity. 

The post What is HALO investing and how do investors gain exposure to it? appeared first on The Motley Fool Australia.

A new report from Global X has reinforced that technological innovation doesn't slow down just because markets wobble. 

It said that some of the most transformative breakthroughs, from the internet to smartphones to modern cloud computing, have continued to accelerate even during periods of uncertainty.

Today, the next wave of innovation is already underway. Artificial intelligence, robotics, automation and even humanoid technology are advancing at extraordinary speed.

These are megatrends reshaping infrastructure, manufacturing, defence, energy and the way people work. And unlike speculative stocks, there's a practical, tangible way to invest in the foundations of this boom: the "picks and shovels" behind the innovation economy.

Here are three ASX ETFs to consider for investors seeking raw exposure to the foundations of these rising sectors. 

All have risen roughly 80% in the last 12 months. 

Global X Copper Miners ETF (ASX: WIRE)

This fund provides access to a global basket of copper miners that stand to benefit from being key parts of the value chain, facilitating growth in major areas of innovation such as technology, infrastructure, and clean energy.

With global electrification accelerating and AI infrastructure buildouts gathering pace, demand for copper is expected to structurally outstrip supply for years. WIRE offers a simple way for investors to gain exposure to this long-term demand without needing to pick individual mining stocks.

According to the report, copper matters for innovation for several reasons:

• AI data centres require enormous amounts of copper for heat dissipation and electrical wiring
• Robotics and automation systems use copper in motors, chips, wiring, sensors and circuit boards
• Electric vehicles contain two to four times more copper than petrol cars
• Renewable energy systems, such as wind turbines and solar farms, are copper-intensive by design.

Global X Uranium ETF (ASX: ATOM)

Global initiatives to reduce carbon emissions will see uranium and nuclear adoption rise as a crucial power source to facilitate the clean energy transition.

ATOM gives investors exposure to the global uranium industry at a time when nuclear energy is being re-evaluated as a critical enabler of the digital economy.

According to the report, uranium is experiencing a global resurgence because it provides:

• Zero-carbon baseload power
• High reliability
• The ability to support 24/7 AI and computing loads
• Independence from fossil fuel price volatility

Global X Green Metal Miners ETF (ASX: GMTL)

This ASX ETF provides exposure to global companies that produce critical metals for clean energy infrastructure and technologies, including lithium, copper, nickel and cobalt.

These are the essential inputs for:

• EV batteries
• Robotics and automation components
• High-performance magnets used in humanoid technology
• Renewable energy storage
• Advanced computing and electronics

The post 3 ASX ETFs set to benefit from the AI revolution appeared first on The Motley Fool Australia.

Exchange traded funds can be a great foundation for a portfolio, particularly when it comes to newer investors,

Rather than choosing one or two individual companies, an ASX ETF offers instant diversification.

It's often assumed that because of the lowered risk, there is also lower upside. 

However, targeting the right funds can bring plenty of potential. 

These three funds have proven that to be true so far in 2026, outpacing many individual stocks. 

Global X Copper Miners ETF (ASX: WIRE)

This ASX ETF provides access to a global basket of copper miners which stand to benefit from being a key part of the value chain facilitating growth in major areas of innovation such as technology, infrastructure and clean energy.

The thematic fund gives investors exposure to a sector that is poised to play an important role across many growing industries. 

Copper is one of the most important metals for electrification, and key uses include:

• Electric vehicles (EVs) ~2 – 4× more copper than petrol cars
• Renewable energy – wind turbines and solar farms
• Power grids – huge expansion needed for electrification.

At the time of writing, it includes 39 underlying holdings. 

Its largest geographical exposure is to: 

• Canada (35.01%)
• United States (11.14%)
• Australia (10.55%).

The fund has risen 14.3% year to date, and 98% over the last year. 

For context, the S&P/ASX 200 Index (ASX: XJO) is up 2.4% year to date and 10.45% in the last year. 

Global X Uranium ETF (ASX: ATOM)

This fund offers investors access to a broad range of companies involved in uranium mining and the production of nuclear components, including those in extraction, refining, exploration, or manufacturing of equipment for the uranium and nuclear industries.

According to Global X, global initiatives to reduce carbon emissions will see uranium and nuclear adoption rise as a crucial power source to facilitate the clean energy transition.

The case for uranium today is perhaps the strongest it's been in a decade driven by increasing global demand and nuclear power capacity.

The fund is currently made up of 50 holdings, from sectors including: 

• Energy (65.36%)
• Industrials (18.56%)
• Utilities (7.08%)
• Materials (4.51%)

Its largest geographical exposure: 

• Canada (48.84%)
• United States (17.94%)
• Australia (9.98%). 

It has risen more than 13% for the year to date, and nearly 100% in the past year.

Global X Gold Bullion (Currency Hedged) ETF (ASX: GHLD)

The Global X Gold Bullion (Currency Hedged) ETF (GHLD) provides a way to gain exposure to physical gold while neutralising the impact of currency movements.

It seeks to provide investment results which correspond generally to the spot price of gold bullion, hedged with the aim of eliminating the impact of currency movements between the US dollar and Australian dollar, before fees and expenses.

It is up 18% year to date and over 60% in the last 12 months. 

The post The ASX ETFs that have gotten off to the hottest starts in 2026 appeared first on The Motley Fool Australia.

The ETF Market Scoop Report said investors poured $5.3 billion in Australian ETFs in the first month of 2026, marking the best start to the year on record. 

Subsequently, the Australian Exchange Traded Fund market grew $5.8 billion (+1.7%) over the month to $336.4 billion across 463 products.

Here were some of the prominent themes. 

Metals Mayhem 

Acording to Global X, January was defined by extreme volatility across precious metals.

The report said several metals were sold off aggressively, with silver recording its worst intraday fall on record during January. 

Despite the drawdown, trading activity accelerated, as investors actively repositioned across the precious metals complex. The scale of this repositioning was evident in Australian-listed ETFs, with total precious metals ETF trading reaching $2.4 billion during January, marking the highest monthly volume on record.

Additionally, Global X said precious metal ETFs took in $447 million in January, marking the highest month on record for the category. 

Historically, silver ETFs have averaged roughly $3 million in daily turnover over the past five years. However in January, that figure rose to $47 million per day. 

After such unprecedented investment in the sector, investors may be wondering if there is still upside. 

Fortunately, Global X said the longer-term outlook for silver continues to be supported by structural demand from electrification, given its critical role in solar panels, electric vehicles, AI infrastructure and power grids.

Gold's Bull Market is far from over

Another key point from the report was that gold's current rally sits firmly within a secular bull market, echoing earlier multi-year uptrends rather than a late-cycle spike. 

Global X said previous bull markets have been driven by a weaker US dollar, accommodative monetary policy and rising geopolitical risk – a backdrop that shares clear parallels with today's environment.

Gold's price is underpinned by more than just ETF flows. Ongoing central bank buying, as countries diversify reserves away from the US dollar, remains a major structural driver. Official sector demand has stayed largely price-insensitive, with purchases sustained even as gold moved to new highs, highlighting that gold is increasingly treated as a core reserve asset rather than a cyclical trade.

Best performing ASX ETFs

Some of the best performing ASX ETFs across January reflected these themes. 

Hydrogen's strong was driven by improving order momentum, supportive policy, and growing confidence in commercial viability.

Simultaneously, Uranium miners continued their resurgence, as investors refocused on nuclear energy's role in meeting AI-driven power demand.

Finally, the report said equity leadership remained concentrated in North Asia, with Korea extending its momentum.

According to the report, ASX ETFs that saw big gains in January included: 

• Global X Physical Silver Structured (ASX: ETPMAG) rose 36.4%
• Betashares Global Uranium Etf (ASX: URNM) rose 33.7%
• ETFs Hydrogen ETF (ASX: HGEN) lifted 24.8%
• Global X Uranium ETF (ASX: ATOM) increased 24.3%
• iShares Msci South Korea ETF (ASX: IKO) rose 21.3%. 

The post What were the best performing ASX ETFs in January? appeared first on The Motley Fool Australia.

These include Global X Defence Tech ETF (ASX: DTEC) and Global X Semiconductor ETF (ASX: SEMI).

ASX DTEC, which returned 64% to investors last year, is benefiting from a major increase in worldwide defence spending.

This includes a commitment made last year by the 32 NATO nations to raise their spending from 2% to 5% of GDP over the next decade.

SEMI ETF, which returned 56% in 2025, is leveraging the artificial intelligence (AI) investment theme, as the world's next generation of innovative technology will require semiconductors to power it.

How much will Global X ETF investors receive?

We have summarised the dividend amounts and dividend reinvestment prices (DRPs), rounded to two decimal places.

The post Own DTEC or SEMI ETFs? Here's why it's a big day for you appeared first on The Motley Fool Australia.

These include Global X Copper Miners ETF (ASX: WIRE), which exposes investors to copper shares all over the world.

ASX WIRE has tailwinds due to a 37% lift in the copper price over the past year, as global demand increases due to the energy transition.

It also includes Global X Defence Tech ETF (ASX: DTEC), which has had a stellar run since inception in October 2024.

ASX DTEC is leveraging a massive increase in worldwide defence spending amid growing geopolitical tensions.

Global X reveals next lot of dividends for ASX ETFs

We have summarised the dividend amounts and dividend reinvestment prices (DRPs), rounded to two decimal places.

Global X will pay investors this Friday, 16 January.

The post Global X announces dividends for DTEC, WIRE and other ASX ETFs appeared first on The Motley Fool Australia.

On Thursday, ASX ETF provider VanEck released an announcement of the next thematic fund set to hit the market. 

It provides targeting exposure to uranium and nuclear energy sectors. 

It will trade under the name: VanEck Uranium and Energy Innovation ETF (ASX: URAN). 

Here is what the provider had to say. 

Clean energy transition

According to VanEck, nuclear energy is considered a reliable and low-carbon source of electricity. 

Unlike fossil fuel energy generation, nuclear power plants do not emit greenhouse gases when operating. 

Additionally, nuclear energy has a much smaller land footprint compared to renewable sources of electricity, such as solar and wind power, and is much less resource-intensive.

The uranium-powered nuclear energy sector offers investors the opportunity to access the current leaders in uranium mining as well as technological development associated with nuclear energy.

The URAN opportunity

VanEck said the sector is positioned to meet the accelerating electricity demands from the rapid expansion of AI, computational power and digital infrastructure.

The provider listed key reasons for this targeted fund: 

• Increased electricity demand resulting from the rapid expansion of AI and digital infrastructure requires new energy sources.
• Nuclear power has one of the lowest lifecycle carbon footprints among conventional energy sources, supporting global decarbonisation.
• The technological development of small modular reactors (SMRs) is allowing for flexibility and scalability.
• Many governments around the world are again embracing nuclear energy, generating significant investment into the sector.

VanEck did not yet specify what companies will make up the fund. 

However, it may be placed to compete against other uranium focussed ASX ETFs such as: 

• Betashares Global Uranium Etf (ASX: URNM) – exposure to leading global companies involved in the mining, exploration, development and production of uranium, modern nuclear energy, or that hold physical uranium or uranium royalties.
• Global X Uranium ETF (ASX: ATOM) – Includes companies involved in uranium mining and the production of nuclear components, including those in extraction, refining, exploration, or manufacturing of equipment for the uranium and nuclear industries.

The post Powering up: VanEck announces new uranium/energy ASX ETF appeared first on The Motley Fool Australia.

A 12% return for a 12-month period is indeed a very pleasing return for the ASX 200, historically speaking. But wait until you see some of the returns that the ASX's best ETFs managed last financial year.

Before we get to the list, it's worth noting that we won't be including leveraged or geared ETFs like the Global X Ultra Long Nasdaq 100 Hedge Fund (ASX: LNAS). Gearing arguably gives these funds a bit of an unfair advantage in these stakes, so we'll be overlooking them for now.

The five best ASX ETFs of FY24

Global X Uranium ETF (ASX: ATOM)

The Global X Uranium ETF had a phenomenal FY24, thanks in large part to soaring demand (and prices) for the nuclear fuel uranium.

This commodity-based fund holds a portfolio of global companies that all operate within the uranium mining and atomic fuel space. Some of its top stocks include Mitsubishi Heavy Industries and ASX's Boss Energy Ltd (ASX: BOE).

ATOM units enjoyed a stunning 38.45% return over the 2024 financial year, rising from $11 each to $15.23 at the end of last week.

Global X FANG+ ETF (ASX: FANG)

Next up, we have the FANG+ ETF. This ETF is a rather unique one on the ASX. It only holds 10 underlying stocks, which are made up of the ten most dominant tech shares on the US markets. Think the likes of Amazon, NVIDIA, Apple and Alphabet.

This ETF had a great FY24. FANG units began the year at $18.78 but finished up at $26.92, a gain of 43.3%. FANG investors will also enjoy an FY24 dividend distribution later this month, which will add another 5% or so to that total.

Global X Semiconductor ETF (ASX: SEMI)

Next up we have another Global X fund in the Semiconductor ETF. This thematic ETF does basically what it says on the tin – allow ASX investors exposure to a portfolio of global stocks that are all leaders in the semiconductor and internet of things space.

With NVIDIA as a top holding, this ETF was always going to have a successful FY24. But SEMI units went from being priced at $11.68 at the start of the year to $17.91 by the end. That's a gain worth 53.3%. Investors also enjoyed some dividend distributions, but these didn't move the needle too significantly.

BetaShares Global Uranium ETF (ASX: URNM)

Changing lanes again now, we are back to another commodity-based fund, this one from Betashares. The Global Uranium ETF had a fantastic year for the same fundamental reasons as the ATOM ETF. These funds are very similar in nature. URNM holds a similar portfolio to ATOM and many of the same stocks, which also include Cameco Corp and our own Paladin Energy Ltd (ASX: PDN).

URNM units went from being priced at $6.05 each at the end of FY23 to finishing up FY24 at $9.49. That's a gain worth around 56.9%. Again, we had some small dividend contributions from this ETF as well, which pushed the fund's total returns to just over 57%.

BetaShares Crypto Innovators ETF (ASX: CRYP)

Our final ASX ETF for the day, and the best-performing fund on the market over FY24, is none other than this cryptocurrency-focused fund from Betashares. As its name implies, this ASX ETF invests in a portfolio of global companies that are all big players in the provisioning, mining, and trading of cryptocurrencies like Bitcoin (CRYPTO: BTC).

Some of the shares you'll find within the Betasahres Crypto Innovators ETF include Marathon Digital Holdings, Cleanspark, and Coinbase.

CRYP units had a jaw-dropping FY24, no way around it. They started the financial year at $3.15 each but finished it up going for $5.30. That's a whopping gain of 68.25%.

The post The 5 best ASX ETFs of FY24 revealed! appeared first on The Motley Fool Australia.

They are artificial intelligence (AI), uranium shares, and emerging markets.

In an article published on Friday, Marc Jocum from Global X said thematic ETFs provided a great way to invest in megatrends with less risk.

He commented:

Predicting what will happen in the short-term is challenging given the constantly evolving market environment.

However, if investors extend their time horizons to multiple years, they can be prepared for a future marked by long-term structural shifts known as "megatrends". 

Jocum said megatrend investing was all about long-term thematics. He said the idea was to invest in powerful, potentially transformative global trends that are set to play out over years and decades.

ASX ETFs and the 3 investment megatrends of 2024

Artificial intelligence

Jocum said ChatGPT was a catalyst for investor interest in AI in 2023, but it had only scratched the surface.

He commented:

AI is at a crucial juncture in its adoption cycle … Global X believes sales growth across the AI category can potentially exceed 50% in the year ahead, well above the 5% sales growth expected in the broader share market.

The addressable market for AI services, including the full ecosystem of hardware, software, and data, is set to expand in the coming years, estimated to grow by double digits to $1.6 trillion by 2028. 

Jocum said identifying individual stocks set to benefit from the AI trend was difficult. He said some companies may not be able to leverage AI capabilities without undermining traditional revenue streams. 

For diverse exposure to this megatrend, investors may consider exploring exchange traded funds (ETFs) that track a basket of artificial intelligence benefactors, semiconductor companies or technology stalwarts.

ASX ETFs offering exposure to the AI megatrend include:

Uranium and ASX ETFs

Jocum explained that nuclear energy had become a key element in the world's green energy transition.

He said:

At the 2023 United Nations Climate Change Conference (known as COP28), a declaration was signed among 22 countries to triple nuclear energy capacity globally by 2050.

It also invited international financial institutions (such as the World Bank) to encourage the inclusion of nuclear energy in lending policies.

The uranium price has skyrocketed by 112% over the past 12 months to US$106 per pound on Friday.

Many countries are building nuclear reactors to supplement their domestic energy supply.

Miners are firing up uranium assets that were previously on care and maintenance for years.

Jocum said:

An important distinguishment between a 'fad' and a long-term structural theme is whether there are strong governmental or institutional initiatives. 

Considering climate change is at the front of minds for global nations, combined with favourable momentum in public and private markets, the uranium industry is positioned to grow …

He said Australia has lots of uranium but only delivered 8% of global production. This is because mining is banned in most states.

He commented:

Investors wanting to get exposure to the uranium decarbonisation theme should expand their investment universe to consider global players …

As uranium lacks a liquid spot market like gold and copper, investors could consider investing in an ETF tracking a broad range of global companies involved in uranium mining and the production of nuclear components.

ETFs offering exposure to the uranium megatrend include:

Emerging markets

Jocum said China's economic weakening in 2023 had led to a changing of the guard in emerging markets:

… investors are looking past China, with eyes locked on India as the bright star of emerging markets.

In Global X's opinion, India has emerged as one of the better structural opportunities backed by significant economic, social and political drivers. This changing of the guard in the emerging market leader is a monumental shift in the investment landscape. 

Jocum said that 10 years ago, India accounted for just over 5% of the emerging markets sector. That has now tripled to 16%. By contrast, China's market share has contracted by a third since the pandemic.

Jocum said global companies like Apple Inc (NASDAQ: AAPL) were diversifying their supply chains from China to India. This could lead to further infrastructure development and economic growth.

Traditionally, Australian investors looking for exposure to India had to invest through instruments like mutual funds as many brokers cannot access Indian equities.

However, with the average Indian mutual fund charging 1.2% in fees and the fact that most active funds underperform the market over the long-term, investors can look to pay a fraction of the cost and get exposure to an Indian share market index like the NIFTY 50.

ETFs offering exposure to the emerging markets megatrend include:

The post 3 investment megatrends of 2024 and the ASX ETFs offering a way in appeared first on The Motley Fool Australia.

Like many commodities, the ASX hosts a few exchange-traded funds (ETFs) that are designed to give investors exposure to the uranium niche.

One such fund is the BetaShares Global Uranium ETF (ASX: URNM). URNM units have been a fantastic investment in recent times. Just today, this ETF hit a new all-time record high of $10.96 a unit. The fund is also up more than 100% since March 2023.

This ETF works by holding an underlying portfolio of companies that are all involved in the production, stockpiling and distribution of uranium fuel. URNM holds both Boss Energy and Paladin in its portfolio, but its largest holdings are the likes of Cameco Corp, Sprott Physical Uranium Trust and Nexgen Energy.

Another ASX uranium ETF is the Global X Uranium ETF (ASX: ATOM). This fund is almost identical to URNM, even down to sharing an annual management fee of 0.69%. It holds very similar companies within its portfolio and also offers exposure to all things uranium.

Are ASX uranium ETFs worth investing in today?

If you are looking for some exposure to uranium companies but with a diversified risk base, then one of these ASX uranium ETFs might be a good fit.

However, I would throw in a caveat. Remember, uranium stocks and by extension, these ETFs have already had a stunning 12 months or so. If uranium prices (which are already at multi-year highs) continue to surge, then we could well keep seeing some stonking gains here. But that's a big if. If uranium eventually returns to its historical levels, these ETFs could come off the boil quickly.

So in this way, you are effectively making a bet on the future of a volatile commodity price by investing in one of these funds. That's not the way I usually invest, and it's not something I would recommend to any investor without an in-depth understanding of the global uranium market.

The post Up 100%: Are ASX uranium ETFs worth a look today? appeared first on The Motley Fool Australia.