ASX exchange traded funds (ETFs) make this easy, offering access to powerful long-term trends through a single investment.

Here are three ASX ETFs that could be well suited for investors in their 30s.

Global X FANG+ ETF (ASX: FANG)

The first ASX ETF that could be a top pick is the Global X FANG+ ETF.

This fund takes a concentrated approach, investing in a small group of global technology and innovation leaders. Its holdings include companies like NVIDIA (NASDAQ: NVDA), Amazon (NASDAQ: AMZN), and Tesla (NASDAQ: TSLA).

Rather than spreading exposure broadly, this fund leans heavily into the businesses shaping the future of the global economy.

For investors in their 30s, this kind of exposure can be powerful. These companies are at the forefront of trends such as artificial intelligence, cloud computing, and digital transformation.

While the ETF can be volatile, its growth potential over the long term could be significant if these trends continue to play out. It was recently recommended by analysts at Bell Potter.

BetaShares Asia Technology Tigers ETF (ASX: ASIA)

Another ASX ETF that could be worth considering is the BetaShares Asia Technology Tigers ETF.

This fund provides exposure to leading technology companies across Asia, including names like Tencent (SEHK: 700), Alibaba (NYSE: BABA), and Taiwan Semiconductor Manufacturing Company (NYSE: TSM).

This is important because much of the world's future growth is expected to come from Asia.

For investors in their 30s, adding exposure beyond Australia and the United States can help diversify growth opportunities. The region is home to rapidly expanding digital economies, rising middle classes, and increasing technology adoption.

While there are risks, including regulatory uncertainty, the long-term growth story remains compelling. It was recently recommended by the team at BetaShares.

BetaShares S&P/ASX Australian Technology ETF (ASX: ATEC)

A third ASX ETF that could be a strong option is the BetaShares S&P/ASX Australian Technology ETF.

This fund offers exposure to Australia's leading technology companies, including Xero Ltd (ASX: XRO), WiseTech Global Ltd (ASX: WTC), and TechnologyOne Ltd (ASX: TNE).

While the Australian tech sector is smaller than its global peers, it has produced a number of high-quality, globally competitive businesses.

For investors in their 30s, the BetaShares S&P/ASX Australian Technology ETF provides a way to back local innovation and growth stories. It also adds a different dynamic to a portfolio that may already be heavily weighted toward international tech. It was also recommended by BetaShares recently.

The post 3 ASX ETFs for investors in their 30s appeared first on The Motley Fool Australia.

Many investors choose to begin with exchange traded funds (ETFs), which can provide instant diversification and exposure to some of the world's strongest businesses and growth trends. With just a few investments, it is possible to build a solid foundation for long-term wealth.

Here are three ASX ETFs that could be great options for those starting out in 2026.

iShares S&P 500 ETF (ASX: IVV)

The first ASX ETF that could be a strong starting point is the iShares S&P 500 ETF.

This fund provides exposure to 500 of the largest companies listed in the United States, covering a broad mix of industries including technology, healthcare, financials, and consumer goods.

What makes this ETF appealing is its simplicity. By tracking a widely followed index, it gives investors access to many of the world's most established and profitable businesses in a single investment.

Over time, these companies have demonstrated an ability to grow earnings and adapt to changing conditions, which has supported strong long-term returns.

BetaShares S&P/ASX Australian Technology ETF (ASX: ATEC)

Another ASX ETF that could be worth considering is the BetaShares S&P/ASX Australian Technology ETF.

This fund focuses on leading technology companies listed on the ASX, offering exposure to businesses driving digital transformation across industries.

Its holdings include names such as WiseTech Global Ltd (ASX: WTC), Xero Ltd (ASX: XRO), and TechnologyOne Ltd (ASX: TNE), all of which benefit from recurring revenue and scalable platforms.

For investors looking to add a growth tilt to their portfolio, the BetaShares S&P/ASX Australian Technology ETF provides targeted exposure to Australia's technology sector in a single trade. It was recently recommended by analysts at BetaShares.

Global X FANG+ ETF (ASX: FANG)

A third ASX ETF that could be a compelling option is the Global X FANG+ ETF.

This ETF takes a more concentrated approach, investing in a small group of global technology and innovation leaders. Its portfolio includes companies such as NVIDIA Corporation (NASDAQ: NVDA), Amazon.com Inc (NASDAQ: AMZN), and Palantir Technologies Inc (NASDAQ: PLTR).

These businesses are at the forefront of major trends such as artificial intelligence, cloud computing, and automation.

While the Global X FANG+ ETF can be more volatile than broader market funds, it offers exposure to companies with significant growth potential. For investors with a long-term mindset, that could make it an interesting addition alongside more diversified holdings. Bell Potter recently recommended this fund to clients.

The post 3 of the best ASX ETFs for beginner investors in 2026 appeared first on The Motley Fool Australia.

The team at Bell Potter thinks that this has created a compelling buying opportunity for investors.

What is it saying?

The broker highlights that there are high-quality stocks trading at attractive levels. It notes that this valuation reset comes despite earnings remaining robust and fundamentals not weakening. It said:

A wide range of quality companies are currently trading at valuations that are attractive relative to historical norms and their long-term earnings potential. These companies have strong balance sheets, providing insulation against both the rising cost of capital and geopolitical volatility. Importantly, the structural tailwinds for some of these companies from AI and digital transformation remain largely independent of Middle Eastern tensions or fluctuating oil prices.

This valuation reset is underpinned by robust earnings rather than weakening fundamentals. While not cheap in absolute terms, this shift represents an attractive entry point relative to recent history. Importantly, earnings revisions remain positive despite higher oil prices; the S&P 500 has seen 2.5% upgrades in the past month. The recent sell-off appears indiscriminate, but we expect a rotation towards quality given positive fundamentals and the heightened uncertainty we expect to persist.

But if you're not a fan of stock picking, don't worry. That's because Bell Potter thinks two ASX ETFs could be a way to take advantage of the weakness.

Global X Fang+ ETF (ASX: FANG)

The first ASX ETF it is recommending is the Global X FANG ETF. It gives investors access to 10 of the best stocks from across the globe. It explains:

The Global X FANG ETF (FANG) provides concentrated, high conviction exposure to the leaders of the modern economy. It tracks the NYSE FANG Plus Index, which is composed of 10 highly traded growth stocks across the technology and communication services sectors. This includes the original FANG names alongside other innovative giants such as Nvidia and Microsoft. With a management fee of 0.35% per annum, it offers an efficient way to target the specific mega cap tech names that have seen the most significant sentiment-driven de-rating despite their robust balance sheets and leading roles in the AI revolution.

VanEck MSCI International Quality ETF (ASX: QUAL)

Another ASX ETF that the broker is recommending is the VanEck MSCI International Quality ETF.

It gives investors exposure to 300 of the best stocks from across the world. It said:

For those preferring a more diversified approach, the VanEck MSCI International Quality ETF (QUAL), offers exposure to approximately 300 of the world's highest quality companies. This fund follows a rules-based methodology that selects stocks based on three key fundamental factors: high return on equity, stable year-on-year earnings growth, and low financial leverage. While still heavily weighted towards US technology giants like Apple and Microsoft, QUAL provides a broader safety net by including high quality names across healthcare, industrials, and consumer staples.

The post Bell Potter names 2 of the best ASX ETFs to buy now appeared first on The Motley Fool Australia.

With such volatility, investors may be reviewing their strategies to understand what can help provide relief in the current environment. 

A new report from VanEck has shed light on the interesting pendulum of growth and value investing. 

Over the long term, the relative returns of value and growth companies are negatively correlated. In other words, in the past, when value has outperformed, it probably has coincided with a period in which growth underperformed and vice versa.

According to MSCI, individual factors have been shown to outperform during different macroeconomic environments. Value is "pro-cyclical", meaning that this type of strategy historically outperforms during rising market conditions.

What's the difference between growth and value investing?

There are many different strategies investors use to grow their wealth. 

Two common strategies investors use are growth and value investing. 

Growth investors focus on companies expected to deliver above-average earnings or revenue expansion, often prioritising future potential over current valuation metrics. 

It is commonly associated with sectors where companies can scale quickly, innovate, and expand revenues at above-average rates. 

The Technology sector is the classic example, like companies focussed on software, semiconductors, or artificial intelligence. 

These businesses can grow rapidly with relatively low marginal costs. 

The healthcare sector – especially biotech and pharmaceuticals – is also prominent, as breakthroughs can lead to explosive earnings growth.

In contrast, value investors seek stocks that appear undervalued relative to their intrinsic worth, often identified through low valuation multiples or temporarily depressed prices, with the belief that the market will eventually correct its mispricing. 

While growth investing emphasises momentum, innovation, and scalability, value investing relies on patience, margin of safety, and mean reversion. 

How to target these strategies with ASX ETFs

There are several ASX ETFs to consider for those targeting growth or value shares. 

For growth, ETFs to consider include: 

• Vanguard Diversified High Growth Index ETF (ASX: VDHG)
• ETFs Fang+ ETF (ASX: FANG)
• Munro Asset Management – Munro Global Growth Fund (ASX: MAET). 

For value investing: 

• Vanguard Global Value Equity Active ETF (Managed Fund) (ASX: VVLU)
• VanEck Msci International Value ETF (ASX: VLUE). 

In terms of performance, these growth funds are down between 5% and 15% year to date. 

While the value funds have perhaps weathered the storm slightly better, falling between 2% and 5%. 

It's important to remember this small snapshot is not representative of long term opportunity. 

However, according to VanEck, current conditions may favour a value focus. 

In the past twelve months, however, changes in macroeconomic indicators potentially bode well for a value rotation, and inflation, being driven by supply shocks from the crisis in the Gulf, could propel value's recent relative outperformance further.

Inflationary expectations have risen sharply since the US-Iran conflict commenced. A higher inflation environment supports value company valuations, and we think the current upward pressure on long-dated bond yields is likely to remain if the market remains uncertain about growth and inflation. Value typically outperforms in such an environment.

The post Should investors be targeting growth or value ASX ETFs right now? appeared first on The Motley Fool Australia.

If you expect to be a net saver during the next five years, should you hope for a higher or lower stock market during that period?

Many investors get this one wrong. Even though they are going to be net buyers of stocks for many years to come, they are elated when stock prices rise and depressed when they fall.

Only those who will be sellers of equities in the near future should be happy at seeing stocks rise. Prospective purchasers should much prefer sinking prices.

With that in mind, the below two ASX shares look very appealing.

Breville Group Ltd (ASX: BRG)

Breville is one of the world's largest coffee machine businesses. It has a variety of brands including Breville, Sage, Lelit and Baratza. It also has a coffee bean business called Beanz.

The business continues to grow its revenue across its different geographic regions, despite tariffs impacting the company. It reported that in HY26, Americas revenue rose 11.6% to $549.5 million, Asia Pacific revenue increased 5.9% to $190.3 million and EMEA (Europe, the Middle East and Asia) revenue grew 13.7% to $233.8 million.

I think Breville is a top business to own for the long-term because of its expansion into new markets. It's expanding in markets like Mexico, China, the Middle East and South Korea. These are large markets which could become important profit contributors as the countries adopt coffee and Breville grows its market share.

The business is expected by experts to see rising margins and profit in the coming years. Its operating profit (EBIT) margin could be 11.3% in FY26 and steadily climb to 13% by FY30. Meanwhile, the net profit could be $139 million in FY26 and $243 million in FY30.

The Breville share price is currently valued at 29x FY26's estimated earnings, making the ASX share look appealing for its growth outlook.

Global X Fang+ ETF (ASX: FANG)

This exchange-traded fund (ETF) is one of the most effective ways to invest in the large US tech names of Alphabet, Nvidia, Meta Platforms, Amazon, Apple and Microsoft.

There are a total of 10 positions in this portfolio, which are regularly weighted to have a position sizing of 10% in the portfolio.

These businesses are some of the best in the world, in my view. They (and the companies they're invested in (such as OpenAI)) are leaders in areas like AI-related activities, social media, online shopping, online video, internet search, driverless cars, smartphones and so on.

Since the end of October 2025, the FANG ETF unit price has dropped 20%, so this looks like an appealing time to invest in these great businesses at a lower value.

Regardless of what happens next, I think the US tech giants are well positioned with their software offerings and balance sheets to succeed in the years ahead.

The post 2 top ASX shares to buy and hold for the next decade appeared first on The Motley Fool Australia.

The S&P/ASX 200 Information Technology Index (ASX: XIJ) index fell another 4.7% yesterday.

It is now down 18.59% year to date (YTD) and nearly 30% in the past 12 months. 

Notable ASX technology shares that have been heavily sold off include: 

• WiseTech Global Ltd (ASX: WTC) down almost 26% YTD
• Life360 Inc (ASX: 360) down 37% YTD
• Megaport Ltd (ASX: MP1) down nearly 36% YTD. 
  

Is the AI replacement fear real?

Much of this Australian tech sell-off has been driven by a growing fear that companies could have their core services replaced by AI. 

Many Software as a Service (SAAS) companies earn a profit through subscriptions, paid services etc. 

Should consumers be able to access similar, or even better services with more efficient AI tools, it would likely impact the earnings of these companies. 

The challenge investors face in the short-term is identifying which companies are realistically going to be impacted, and which are going to adapt. 

An important consideration is that some companies could be set to benefit exponentially from AI integration.

A new report from Vanguard provided an in-depth analysis of how this could play out in the long-term. 

So while some AI technology shares might be seriously challenged, others are at an all-time value due to misplaced fear.

Aussie tech vs US tech

A key distinction that investors need to understand is the difference between ASX technology industry and global tech. 

Largely, the ASX is underweight towards technology shares. 

Instead, it is dominated by traditional sectors such as mining, energy, and financials. Together, these make up the bulk of its market capitalisation. 

Additionally, the tech sector here in Australia is heavily skewed toward software-as-a-service (SaaS) companies. 

Many of these firms are cloud software providers, focusing on recurring subscription-based business models rather than hardware or consumer electronics. 

This contrasts sharply with the tech composition of the S&P 500, which is dominated by large-cap, diversified technology giants such as Apple Inc (NASDAQ: AAPL) and Nvidia Corp (NASDAQ: NVDA). 

How to target these companies

If you are bullish on an Australian tech revival, you can scoop up companies trading at relative lows like WiseTech, Life360 or Megaport. 

Price targets via TradingView indicate these stocks are now oversold. 12 month price targets suggest upsides between 70% and 97%.

However another option is to invest in an ASX ETF like Betashares S&P ASX Australian Technology ETF (ASX: ATEC). 

It provides exposure to just under 50 ASX shares in the sector. 

The fund is down 18% year to date, providing a relative value for those expecting Australian tech stocks to recover. 

Alternatively, if investors are looking to avoid ASX technology stocks, and buy the dip on global tech shares, two funds to consider are: 

• Global X Morningstar Global Technology ETF (ASX: TECH) – invests in companies positioned to benefit from the increased adoption of technology, including Software-as-a-Service (SaaS), Platform-as-a-Service (PaaS), Infrastructure-as-a-Service (IaaS), and/or cloud and edge computing infrastructure and hardware.
• Global X FANG+ ETF (ASX: FANG) – Includes just 10 companies at the leading edge of next-generation technology targeted for global tech/growth potential.

The post Have ASX technology shares finally hit rock bottom? appeared first on The Motley Fool Australia.

While it's not your typical ASX share, the exchange-traded fund (ETF) can be bought on the ASX and it's about investing in shares.

When I think about which investments would be good buys, I'm optimistic that it's the best businesses that will deliver the strongest results over the long-term. This fund is about great stocks.

The appeal of the FANG ETF

This ASX ETF aims to give investors exposure to some of the largest global tech companies.

There are only 10 businesses in the portfolio, so it's a highly concentrated investment that gives exposure to names like Nvidia, Netflix, Meta Platforms, Alphabet, Amazon.com, Broadcom, Apple, Crowdstrike, Palantir and Microsoft.

Each of those positions is meant to roughly have a 10% weighting. The position sizing is reweighted every so often to ensure each business takes up around a tenth of the ETF.

These businesses operate across a wide range of areas such as AI, social media, online video, online search, e-commerce, smartphones, semiconductors, software for devices, cybersecurity and so on.

The FANG ETF has delivered an average return per year of 20.5% over the last five years, but it has noticeably declined over the last few years, as the chart below shows.

Past performance is not a guarantee of future performance, but the fund's holdings are the ones at the forefront of developing the next products and services for society. I think it's a good idea to look at investing in this ASX share during this period.  

ASX shares I'm not buying right now

There are a few ASX shares that have declined over the last week or two amid the volatility, but there are a few compelling businesses I'm not looking to invest in today.

I think that ASX mining shares can make great investments because of how cyclical they are. Changes in supply and demand can lead to big changes in resource prices, net profit and valuation shifts.

After a strong run-up of share prices (though there has been a decline very recently), I'm not looking to buy into names like BHP Group Ltd (ASX: BHP), Rio Tinto Ltd (ASX: RIO), Fortescue Ltd (ASX: FMG), PLS Group Ltd (ASX: PLS) and Lynas Rare Earths Ltd (ASX: LYC).

I'll be more interested if/when investor excitement about these ASX mining shares settles down and future expectations are reduced. I'll be looking at other opportunities in the meantime.

The post 1 beaten-down ASX share to consider buying today, and 5 I'm shunning for now appeared first on The Motley Fool Australia.

Today is a rare bright spot for tech shares after a prolonged rout that has devastated the sector.

The S&P/ASX 200 Information Technology Index (ASX: XIJ) has fallen by more than 40% over the past six months.

By comparison, US tech stocks are still travelling reasonably well, although some big players have seen dramatic recent drops.

The NASDAQ-100 Index (NASDAQ: NDX) is up 6.5% over the past six months, but down 1.4% in the year-to-date (YTD).

Among the index constituents recently smashed are Aussie investor favourite Palantir Technologies Inc. shares, down 24% YTD.

Let's dig deeper.

What's driving the tech share downturn?

Investors are worried about how the artificial intelligence (AI) revolution will impact various industries and businesses.

Firstly, there's concern about US tech stock valuations after strong earnings growth pushed them higher last year.

Investors are also worried about AI capex commitments.

State Street Investment reports that the Mag 7 is expected to spend up to US$520 billion this year, up 30% from 2025.

The Mag Seven stocks all rose in 2025, but all of them have fallen YTD.

The worst performers are Microsoft Corporation shares, down 17%, and Amazon.com Inc., down 11%.

ASX ETF Global X Fang+ ETF (ASX: FANG), which includes the Mag 7 plus three others, is down 14% YTD.

A recent new concern is whether AI will simply wipe out software-as-a-service (SaaS) companies.

If agentic AI and generative tools can custom-write software, what does that mean for proprietary SaaS products?

We saw this fear play out in early February after Anthropic released a legal software plug-in for its Claude AI model on 30 January.

Since then, the share price of Thomson Reuters Corp, owner of Westlaw and legal research tools, has fallen 24%.

Other NASDAQ 100 SaaS companies have also taken a dive.

Atlassian Corporation Plc shares are down 31%, Workday Inc. stock is down 18%, and Adobe Inc. shares are down 10%.

ASX SaaS shares that have taken a beating over this period include accounting services provider Xero Ltd (ASX: XRO).

The Xero share price has fallen 15% since 30 January and is down 57% over the past 12 months.

Shares in enterprise software provider TechnologyOne Ltd (ASX: TNE) have dipped 4% since 30 January and 22% over the year.

Is there any way to leverage the tech rout for gains?

According to Tony Locantro from Alto Capital, there sure is.

This month, Locantro put a buy rating on Global X Ultra Short Nasdaq 100 Complex ETF (ASX: SNAS).

This ASX ETF allows investors to profit from the tech share rout, but Locantro warns it is best used as a short-term play.

He explains why (courtesy The Bull):

SNAS provides leveraged inverse exposure to the Nasdaq-100, typically rising by about 2 per cent to 2.75 per cent for every 1 per cent fall in the index on a daily basis.

With US technology valuations recently elevated and market leadership increasingly narrow, this ETF offers a tactical hedge against short term weakness in growth equities.

Locantro says the SNAS ETF is designed for short-term positioning and can be affected by compounding if held for extended periods.

However, during heightened volatility or sharp corrections, Locantro says downside moves in the Nasdaq "can translate into meaningful gains".

The post ASX ETF to buy now amid global tech share downturn appeared first on The Motley Fool Australia.

Global risk-off sentiment and a renewed reassessment of the technology sector have weighed heavily on growth-oriented names.

A major driver has been investor concerns about artificial intelligence (AI).

Rather than being a clear catalyst for growth, fears that rapid AI advances could disrupt traditional software business models have prompted revaluation and selling in software and SaaS stocks, with markets questioning future demand and pricing power. 

In fact the S&P/ASX 200 Information Technology Index (ASX: XIJ) is down 43% over the past six months.

Big companies that have been largely sold off in 2026 include: 

• TechnologyOne Ltd (ASX: TNE) is down 22% YTD 
• Xero Ltd (ASX: XRO) is down 30%
• Life360 Inc (ASX: 360) has fallen 28%
• SiteMinder Ltd (ASX: SDR) has dropped by 38.5%. 
• WiseTech Global Ltd (ASX: WTC) is 31% lower YTD. 

What are experts saying?

It's very reasonable that investors don't want to tie themselves to a sinking ship. 

But is the technology industry really going down?

Bear markets don't last forever, and many experts are reinforcing this panic isn't being driven by sound logic.

Research from J.P. Morgan Private Bank describes this as "broken logic" and says, "the market is selling indiscriminately."

Analysis from Wilsons Advisory also suggested the doom and gloom around these stocks is overblown. 

Whilst holders of these stocks might need an iron will to endure these difficult times, prospective buyers should be rejoicing in the opportunity. 

It can be challenging to sift through these companies and decide on a case-by-case basis if the outlook is positive, and core business a safe choice.

One strategy to take advantage of this crash is to consider technology exposed ASX ETFs. 

Here are a few to consider. 

Buyers should be aware that these funds could certainly keep falling in the near term before things get better. 

Betashares S&P ASX Australian Technology ETF (ASX: ATEC)

Unsurprisingly, this fund is down roughly 20% year to date. 

It includes exposure to leading ASX-listed companies in a range of tech-related market segments such as information technology, consumer electronics, online retail and medical technology.

Global X Morningstar Global Technology ETF (ASX: TECH)

This fund focuses on global technology companies rather than just ones here in Australia. 

It targets companies positioned to benefit from the increased adoption of technology. 

This including companies whose principal business is in offering computing Software-as-a-Service (SaaS), Platform-as-a-Service (PaaS), Infrastructure-as-a-Service (IaaS), and/or cloud and edge computing infrastructure and hardware.

It's important to mention this might not suit investors who are bearish on the future of SaaS companies due to AI influence.

Global X FANG+ ETF (ASX: FANG)

This ASX ETF is focussed on companies at the leading edge of next-generation technology that includes household names and newcomers.

It only includes 10 underlying holdings that are targeted for global tech/growth potential. 

It is down 16.5% year to date. 

The post 3 ASX ETFs to target if you anticipate a tech turnaround  appeared first on The Motley Fool Australia.

We're in the midst of a significant tech sector downturn.

The S&P/ASX 200 Information Technology Index (ASX: XIJ) is down 43% over the past six months.

US tech stocks are still travelling well; however, some big players have seen dramatic share price falls in the new year.

The NASDAQ-100 Index (NASDAQ: NDX) is up 4% over the past six months, but down 2% in the year to date (YTD).

Let's dig deeper.

What's driving ASX 200 tech shares down?

The chief concern among tech investors worldwide centres around how the artificial intelligence (AI) revolution will play out.

Firstly, there's concern about US tech stock valuations after strong earnings growth pushed them higher in 2025.

Luke Yeaman, Chief Economist at Commonwealth Bank of Australia, said:

2025 marked the transition from AI expectation to AI impact, helping the global economy shrug off the tariff hit.

But have investors put too much money into US tech stocks and created a bubble that is yet to burst?

The Mag Seven stocks all gained value in 2025, but all of them have fallen in the new year to date (YTD).

The worst performers are Microsoft Corp (NASDAQ: MSFT), down 17%, and Amazon.com Inc (NASDAQ: AMZN), down 14%.

Global X Fang+ ETF (ASX: FANG), which incorporates the Mag 7 plus three others, paints the group picture for us: it's down 16% YTD.

Yeaman says:

Fears of an "AI bubble" are not irrational — equity valuations are stretched, market concentration is historically high, and expectations for monetisation are demanding.

However, today's AI-leaders are highly profitable, debt-light and have clear monetisation pathways, unlike their dot-com equivalents.

We expect gains to continue, punctuated by periodic technical corrections to valuations, rather than a major 'bust' or GFC style crisis.

Capex gone crazy?

Investors are also concerned about whether massive investment in AI will actually lead to stronger shareholder returns.

Analysis by CBA shows US 'hyperscalers' will spend more than US$500 billion per year from this year on AI infrastructure and chips.

In its Global Market Outlook for 2026, State Street Investment says:

… the US remains the epicenter of the AI trade with Magnificent 7 share price gains fueled by AI spending expectations.

Capital spending by this cohort is expected to grow to about $520 billion in 2026, or over 30% year-on-year.

SaaS on the way out?

The third concern plaguing ASX 200 tech shares is whether AI will replace, or degrade the value, of software-as-a-service companies.

If agentic AI and generative tools, like Anthropic's Claude and OpenAI's Codex, can custom-write software, why would companies buy proprietary SaaS products?

Portfolio manager Ron Shamgar from Australian fund manager, Tamim, explains it:

The core fear: AI agents could replace human workflows, eroding seat-based/per-user pricing models that underpin SaaS giants.

One AI agent might handle tasks previously requiring multiple licensed users, enabling in-house builds or cheaper alternatives. 

The big SaaS companies listed in the US include Salesforce, Adobe, Intuit, and ServiceNow.

Check out what's happened to their share prices over the past six months.

Locally, the biggest ASX 200 tech share in the SaaS space is logistics management platform provider, WiseTech Global Ltd (ASX: WTC).

There's also accounting services provider Xero Ltd (ASX: XRO) and enterprise resource planning provider TechnologyOne Ltd (ASX: TNE).

We also have family location app provider Life360 Inc (ASX: 360) and hotel bookings management platform, Siteminder Ltd (ASX: SDR).

Look what has happened to these ASX 200 tech shares over the past six months.

In a recent article, Shamgar calls the market's fear over SaaS models the 'Ozempic moment for Saas'.

He's referring to the valuation plummet for sleep apnea device maker Resmed CDI (ASX: RMD) in 2023.

The Resmed share price crumbled because investors feared the impact of GLP-1 medicines for obesity, like Ozempic and Mounjaro.

The market reaction was brutal.

ResMed's shares plunged roughly 30-40% in the second half of 2023 (from highs around $33-34 AUD to lows near $21), with some periods seeing over 25% drops tied directly to GLP-1 headlines.

As it turns out, investors overreacted.

The initial panic proved exaggerated; the disruption was real but incremental and slower than feared, with adaptation (e.g., hybrid treatments) preserving demand.

Other factors contributing to rotation out of tech

Other factors impacting ASX 200 tech shares include the interest rate hike in Australia this month and expectations of another to come.

There's also been US President Donald Trump's surprising choice for the next Fed Chair, Kevin Warsh.

The market considered Warsh the more hawkish choice, in contrast with Trump's preference for lower rates.

Higher interest rates tend to weigh on tech shares because they reduce the present value of future earnings.

They also increase borrowing costs, making growth and expansion more expensive for tech companies to fund.

On top of that, we have a global debasement trade underway.

Investors have become much more interested in hard assets, like metals, as the US dollar has weakened.

This has created boom conditions for mining shares and commodities, distracting attention away from tech companies.

ASX 200 mining stocks returned a staggering 36% last year, with most of that accumulating in the second half.

The post Why are ASX 200 tech shares down 43% in six months? appeared first on The Motley Fool Australia.

It's true there has been a lot of pain.

The Xero Ltd (ASX: XRO) share price has dropped 25% in a month and more than 50% in six months.

The TechnologyOne Ltd (ASX: TNE) share price is down by 17% in the past month and 44% in the last six months.

The WiseTech Global Ltd (ASX: WTC) share price has fallen 22% in the last month and 55% in the past six months.

Other technology investments have also dropped in recent times, such as Global X Fang+ ETF (ASX: FANG) and Betashares Nasdaq 100 ETF (ASX: NDQ).

These businesses are the same companies they were a few months ago, yet the market is now valuing them at a much lower price.

Time to be greedy with ASX tech shares

One of the world's greatest investors, Warren Buffett, has a number of very useful quotes to help think about times like this.

He said that we should be fearful when others are greedy and greedy when others are fearful. The market is certainly fearful about (ASX) tech shares at the moment.

I like his thoughts even more about comparing the share market to hamburgers when they're on sale. Warren Buffett said:

To refer to a personal taste of mine, I'm going to buy hamburgers the rest of my life. When hamburgers go down in price, we sing the 'Hallelujah Chorus' in the Buffett household. When hamburgers go up in price, we weep. For most people, it's the same with everything in life they will be buying — except stocks. When stocks go down and you can get more for your money, people don't like them anymore.

These ASX tech shares, which investors have lauded as some of the best businesses on the ASX for years, are trading at share prices we've not seen for quite a while. This looks like a smart time to invest.

Yes, there are AI risks, but I'd say the lower valuations already take that into account. Plus, I don't believe the lower share prices account for the fact that the businesses could work with AI and implement it in their business as a positive, rather than it being a direct challenge to them.

The leading ASX tech shares have built up an economic moat, trust with their clients and strong offerings. I don't think those are going away any time soon.

When I'm next able to invest, I'm planning to put some money into some of these names I've mentioned, particularly TechnologyOne. I've been hoping for valuations like this to invest – but the declines don't happen for no reason. We have to invest bravely.

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Changes in share prices (and currency exchange rates) can quickly make an investment look cheaper.

This week, we've seen a decline of around 10% in just one day for both ServiceNow and Microsoft. These businesses are still the same companies that they were at the start of the week, yet the market has decided their future prospects are now worth significantly less.

In the last few months, we've seen the share prices of a number of tech-related businesses decline. ASX ETFs that are exposed to this sector could be smart buys at the current level after recent falls, so let's get into those ideas.

Global X Fang+ ETF (ASX: FANG)

This fund is one of the clearest ways to invest in the large US tech stocks. It owns 10 names in the portfolio and aims to ensure they are equal-weighted at around 10% each.

The 10 businesses it owns include Alphabet, Nvidia, Amazon, Meta Platforms, Broadcom, Microsoft, CrowdStrike, Apple, Netflix, and Palantir.

These are some of the world's strongest businesses with leading positions in one, or more, product/service.

When I think of which businesses are going to directly or indirectly be involved in changes to how we live life, the above names would be some of the most likely players. This portfolio represents areas such as AI, cloud computing, cybersecurity, online video, chips, smartphones, social media, and so on.

At 28 January 2026, the ASX ETF could point to an average return per year of more than 20% over the prior five years. However, it's also true to say that the FANG ETF unit price has declined by 17% since the end of October 2025. That's a big decline.

It's not common for some of the strongest global businesses to drop by more than 10%, so the buy-the-dip opportunity could be too good to miss.

I don't know which stock(s) will end up winning the AI race, but I think the FANG ETF is a particularly attractive way to invest in this theme.

Betashares Nasdaq 100 ETF (ASX: NDQ)

If investors are looking for broader exposure to the US tech sector than just 10 names, then this could be the right way to do it. Instead of 10 positions, the NDQ ETF has 100 holdings.

These businesses are the 100 largest non-financial companies on the NASDAQ, including the biggest US tech companies I mentioned with the FANG ETF. Other holdings in the portfolio include Walmart, Costco, Intuitive Surgical, Shopify, Applovin, and many more.

I like the diversification that the NDQ ETF provides for investors because of the variety of sectors it's invested in. In terms of returns, over the past five years, it has returned an average of 18%. This was a very powerful level of return, but came with more diversification.

Since the end of October 2025, the NDQ ETF unit price has dropped more than 7%, making it noticeably better value today. This could be a good time to invest while the underlying businesses continue to post rising earnings.

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In its 2026 investment outlook, Morgan Stanley tips the S&P 500 Index (SP: .INX) to rise to 7,800 points by the end of the new year.

The S&P 500 closed at 6,944.47 points overnight, so the broker's tip equates to a potential gain of 12% this year.

Serena Tang, Morgan Stanley's Chief Global Cross-Asset Strategist, says:

There will be some bumps along the way, but we believe that the bull market is intact.

Many Aussie investors have exposure to US stocks through ASX exchange-traded funds (ETFs).

ASX ETFs are handy investment instruments, providing access to a basket of stocks in one trade for a low ongoing management fee.

Here are three examples of ETFs providing exposure to US stocks.

3 ASX ETFs invested in US stocks

iShares Core S&P 500 AUD ETF (ASX: IVV)

The IVV ETF tracks the US benchmark S&P 500, which tracks the performance of the 500 largest US companies by market capitalisation.

This provides good diversification across large caps, mid caps, and small caps, however, the big tech companies do dominate the index.

Sector representation includes 34% tech shares, 13% financials, and 11% communications.

The biggest holdings are Nvidia Corp (NASDAQ: NVDA) 8%, Apple Inc (NASDAQ: AAPL) 7%, and Microsoft Corp (NASDAQ: MSFT) 6%.

Since inception in 2000, this ASX ETF's total returns have averaged 8.17% per annum.

In 2025, the total return was 17.88%, however, this was eroded by the stronger Australian dollar to 10.13%, as we explain here.

The management expense ratio (MER) is 0.03%.

Global X Fang+ ETF (ASX: FANG)

The Global X Fang+ ETF tracks the NYSE FANG+ Index.

This ASX ETF only invests in 10 US stocks, including six of the Magnificent Seven, plus Crowdstrike Holdings Inc (NASDAQ: CRWD), Netflix Inc (NASDAQ: NFLX), Broadcom Inc (NASDAQ: AVGO), and Palantir Technologies Inc (NASDAQ: PLTR).

Its sector representation is 60% technology, 30% communication services, and 11% consumer discretionary.

The biggest holdings are Alphabet Inc Class A (NASDAQ: GOOGL) 11%, Nvidia 11%, and Amazon.com, Inc. (NASDAQ: AMZN) 11%.

Since its inception in 2020, the Fang+ ETF's total returns have averaged 29.5% per annum. In 2025, it returned 12.1%.

The MER is 0.35%.

Vanguard MSCI Index International Shares ETF (ASX: VGS)

VGS ETF tracks the MSCI World ex-Australia (with net dividends reinvested) AUD Index.

The VGS ETF focuses on large companies with global earnings bases.

It is exposed to 1,284 shares, and about 70% are US stocks.

Sector representation includes 28% technology, 16% financials, and 11% industrials.

The biggest holdings are Nvidia 5%, Apple 5%, and Microsoft 4%.

Since this ASX ETF's inception in 2014, the total returns have averaged 13.6% per annum.

In 2025, the ETF returned 13.4% in AUD terms.

Its MER is 0.18%.

The post Morgan Stanley tips 12% upside for US stocks in 2026. Here are 3 ASX ETFs offering exposure appeared first on The Motley Fool Australia.

Of course, past performance doesn't guarantee future returns. 

But it can be worthwhile to examine which global funds have performed strongly over an extended period of time. 

Here are three that focus on international stocks that have doubled since 2023. 

BetaShares NASDAQ 100 ETF (ASX: NDQ)

This fundamental ASX ETF provides investors with the return of the NASDAQ-100 Index (NASDAQ: NDX). 

This comprises 100 of the largest non-financial companies listed on the Nasdaq market, and includes many companies that are at the forefront of the new economy.

It has a strong focus on technology companies. This can give Aussie investors exposure to a high-growth potential sector that is underrepresented in the Australian sharemarket.

This includes companies like Apple, Amazon, and Google. 

Since January 2023, this fund has had an extremely strong return, climbing by 121%. 

This means a hypothetical investment of $10,000 at that time would have risen to $22,100 today.

This is before taking into account dividends or management fees. 

iShares International Equity ETFs – iShares Global 100 ETF (ASX: IOO)

This fund aims to provide investors with the performance of the S&P Global 100 Index, before fees and expenses. 

The index is designed to measure the performance of 100 multinational, blue-chip companies of major importance in global equity markets.

It's worth mentioning that this fund and the previous ASX ETF from Betashares share many of the same companies. 

That doesn't mean you can't own both. But they are relatively similar. 

This fund from iShares has a broader geographical and sector spread – it includes major companies from the US, Europe, Asia, etc. 

This global diversification has been a successful strategy over the last three years, as this fund has risen by roughly 98%. 

This means an initial investment of $10,000 would now be worth $19,800.

ETFs Fang+ ETF (ASX: FANG)

According to Global X, this ASX ETF seeks to invest in companies at the leading edge of next-generation technology, which includes both household names and newcomers.

It is designed to be a core building block for growth-oriented portfolios, offering broad thematic exposure. 

By sector, it is weighted towards: 

• Information Technology (59.36%)
• Communication Services (29.73%)
• Consumer Discretionary (10.87%)

This has been a successful strategy over the last 3 years, with the fund rising an impressive 209%. 

That means an initial investment of $10,000 would now be worth $30,900. 

The post Guess how much $10,000 invested in these ASX ETFs 3 years ago is worth today? appeared first on The Motley Fool Australia.

Warren Buffett, the legendary investor who has led Berkshire Hathaway to become one of the world's largest and most diversified businesses, has regularly indicated that he wants to own wonderful companies (at fair prices).

Berkshire Hathaway has invested in names like Coca-Cola, American Express, Bank of America, Apple and Alphabet.

But, Global X Fang+ FANG ETF is a very tech-focused fund, which is something that Berkshire Hathaway hasn't really leaned into over previous decades.

Let's take a look at how the Global X Fang+ ETF has been constructed before my concluding thoughts on whether Buffett would invest.

Ten tech titans

The Global X Fang+ ETF has 10 holdings, which are ten of the largest tech businesses listed in the US.

Currently, those positions are: Alphabet, Broadcom, Apple, Crowdstrike, Nvidia, Amazon.com, Microsoft, ServiceNow, Meta Platforms and Netflix.

These businesses are from an array of technology sectors including smartphones, online advertising, AI, cybersecurity, advanced chips, e-commerce, office software, social media, video gaming, online video and cloud computing. These are areas that have changed or are changing our way of life the most.

The goal of the Global X Fang+ ETF is that roughly every position has an allocation of around 10% of the fund. These positions are regularly re-weighted to ensure they provide investors with equal exposure.

The annual management fee of the fund is 0.35%, which I think is fairly reasonable considering the specific exposure it provides.

It has performed very strongly, though past performance is not necessarily a reliable indicator of future performance. The Global X Fang+ ETF has impressively returned an average of 25.5% per year over the last five years. I'm not expecting the next five years to be as strong.

Would Warren Buffett be interested in the Global X Fang+ ETF?

It's clear to me that this fund gives investors exposure to some of the best businesses in the world.

However, there are a couple of things to keep in mind. Firstly, these businesses are not trading at cheap prices – quite the opposite.

Second, they are generally investing heavily in AI and related expenditure. So far, it's not very clear at this stage to me how they're going to collectively generate the revenue and profit to justify this spending, which adds uncertainty.

Finally, when it comes to Warren Buffett, he likes to stay within his 'circle of competence', meaning only investing in businesses that he understands so that he can evaluate them properly. I think this point would be a key reason why Buffett himself would choose to invest in specific businesses such as Apple (as he has done) and perhaps Alphabet rather than the ETF as a whole.

For Aussies wanting exposure to the US tech sector, this is a very effective way to do it, though this doesn't seem like an opportunistic time to invest. Some of the ASX's leading companies do look a lot cheaper and better value.

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To illustrate, the iShares Core S&P/ASX 200 ETF (ASX: IOZ), a simple ASX 200 index fund, has returned 12.97% per annum since 31 October 2022.

The US markets have done far better, though. The iShares S&P 500 ETF (ASX: IVV) has returned an average of 21.4% over that same timespan. That's exceptional, given that this index's long-term average is about 7.5% per annum.

However, there is one ASX ETF that has put these funds to shame.

It is known as the Global X FANG+ ETF (ASX: FANG).

Over the three years to 31 October, this ASX ETF has delivered not a 20% or 30% return per annum. Not even 40%.

Its average rate of return has been an astounding 54.24% per annum. This astronomical rate of return would have been enough to turn $10,000 into roughly $36,700 over that three-year span.

So how has this high-flying ASX ETF done it?

FAANGing to the top

Well, FANG is a fund that only holds ten stocks within it. By contrast, the ASX 200 ETF holds, well 200, and the S&P 500 fund, 500.

Those ten stocks are special, though. As you can probably gather from the name, they include all five members of the old 'FAANG' club – Facebook (now Meta Platforms), Apple, Amazon, Netflix and Google (now Alphabet).

In addition to these five stocks, FANG also holds Broadcom, CrowdStrike, NVIDIA Corp, ServiceNow and Microsoft.

Microsoft and NVIDIA are members of the 'Magnificent 7' club that FAANG has morphed into. Meanwhile, Broadcom is a chipmaker and software stock. ServiceNow operates in the cloud-based business software space, and Crowdstrike is a leader in cybersecurity.

As you can imagine, all of these companies have enjoyed a phenomenal few years, thanks to the boom in interest in AI-related companies.

To illustrate, Broadcom stock is up approximately 645% since early December 2022. Some other notable winners include Crowdstrike (up 311%), Meta Platforms (up 425%) and, of course, NVIDIA (up a massive 948.5%).

Given that all ten of these FANG stocks have been unbridled winners, it's no surprise to see the ETF deliver such breathtaking gains.

So is this ASX ETF a screaming buy?

Well, that's the trillion-dollar question. There's no doubt that FANG's ten holdings are some of the best and most profitable companies in the world, and many will probably continue to be for years to come. However, that doesn't mean this ETF will continue to grow at 50%-plus every year going forward. A majority of its holdings are now worth more than US$1 trillion, and in many cases, far higher than that. There comes a point when companies simply cannot sustain growth rates due to sheer size.

This ETF is also heavily exposed to the US tech sector. It is highly concentrated and may be punished if the now-positive sentiment turns against tech shares.

It is difficult to judge what kind of future this ASX ETF holds in store for its investors. I would be surprised if it continues to see anything close to its recent blazing performance in the years ahead. But then again, it's not hard to make the case that it represents a stake in some of the world's top businesses. Investors should keep in mind that FANG represents a very narrow bet on a narrow range of companies, and judge the risks and potential rewards for themselves.

The post Screaming buy? This ASX ETF has returned 54% a year since 2022 appeared first on The Motley Fool Australia.

FANG+ is an unusual ASX exchange-traded fund (ETF) in that it provides highly concentrated exposure to just a few companies.

The FANG ETF invests in just 10 US shares. It tracks the performance of the NYSE FANG+ Index, run by ICE Data Indices.

Six stocks are from the Magnificent Seven: Apple, Amazon, Nvidia, Meta Platforms, Microsoft, and Alphabet.

The other stocks are video streaming provider Netflix, semiconductor and infrastructure software company Broadcom, cybersecurity business CrowdStrike, and enterprise IT services management firm ServiceNow.

There is a 62% allocation to the tech sector, a 28% allocation to communications services, and a 10% allocation to the consumer discretionary sector.

Here is how FANG+ ETF distributes its investment funds across the 10 individual US shares.

FANG+ ETF's composition

ICE Data Indices launched the NYSE FANG+ Index in 2017.

The aim was to provide "exposure to a select group of highly-traded growth stocks of tech-enabled companies".

Global X launched the ASX Fang+ ETF in February 2020.

Since inception, this ASX ETF's total returns have averaged 31.95% per annum.

So, how does this translate for a $10,000 investment in the FANG ETF three years ago?

What is a $10,000 investment in FANG ETF now worth?

On 21 November 2022, the FANG ETF closed at $11.26 apiece.

If you had invested $10,000 in FANG then, it would have bought you 888 units (for $9,998.88).

There's been a capital gain of $24.64 per unit since then, which equates to $21,880 of capital growth.

Therefore, your portfolio is now worth $31,879.

What about dividends?

FANG usually pays two distributions (dividends) per annum.

Over the past three years, the FANG ETF has paid a total of 390.17 cents per unit in distributions, providing you with $3,464 of income.

Total returns…

Your capital gain of $21,880 plus your income of $3,464 gives you a total return in dollar terms of $25,344 over the past three years.

Now remember, you invested $9,998.88 buying your 888 units on 22 November 2022.

This means you have received a total return, in percentage terms, of 253%.

The FANG ETF has more than $1 billion in funds under management and charges a 0.35% annual fee.

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As a reminder, there are a total of ten businesses inside the portfolio. While they are all listed in the US, they are among the best technology businesses in the world, with significant international earnings (not just US-based profits).

There's been a huge increase of interest in AI, of both its usage and investment in it. But, after a period of share price excitement, many of these shares have recently weakened. For example, the Oracle share price has dropped by around 30% (at the time of writing) since 16 October 2025.

Let's consider whether the Global X Fang+ ETF is actually appealing today or not.

Tech-focused fund

The ETF owns great businesses including Crowdstrike, Alphabet, Apple, Nvidia, Amazon.com, Microsoft, Broadcom, Netflix, ServiceNow and Meta Platforms.

I'd view these businesses as some of the strongest in the world, with exceptional products and services, very strong competitive advantages, impressive balance sheets and a pleasing outlook.

Some of the Global X Fang+ ETF businesses are directly or indirectly key players in the AI industry, so it's not surprising that some of them have seen declines in recent times.

But, this fund hasn't actually declined very much. At the time of writing, it's only down by 5.5% this month to date. Other businesses in the tech space have declined much further.

Is this a good time to invest in Global X Fang+ ETF?

I always think it's a good idea to own high-quality businesses for the long-term.

But, the Global X Fang+ ETF really hasn't declined that far at this stage. It's still up more than 20% for the year. So, I wouldn't call it an opportunistic time to buy.

Instead, I'd think about two different aspects of the decision.

First, are these businesses good to own? These companies are largely at the leading edge of next-generation technology such as cloud computing, video gaming, automated driving, social media, online video, cybersecurity, smartphones, online shopping, online search and so on.

I believe this group of businesses are likely to continue growing earnings for years to come, even with the significant investments into AI and other technology-related areas.

While this group of businesses isn't significantly cheaper, a 5.5% decline can still be seen as an appealing reduction.

Second, we should think about opportunity cost. In other words, are there better opportunities out there that have fallen much further.

Some of the ASX's best ASX growth shares have fallen much further than the Global X Fang+ ETF, such as Xero Ltd (ASX: XRO), TechnologyOne Ltd (ASX: TNE) and REA Group Ltd (ASX: REA) have all dropped more than 20% in the last few weeks/months. For now, I'd be looking at the ASX shares as even better beaten-up opportunities because of the scale of the decline.

I'd be happy to buy a few units of Global X Fang+ ETF, but there are better buys around, in my view.

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Ongoing strength in the US market is lifting not just ASX ETFs holding US stocks but also those holding diversified international shares.

This is because US shares dominate diversified global ETFs as America is home to so many of the world's largest and most profitable businesses.

For example, the VGS ETF is invested in about 1,300 of the world's largest companies listed in major developed countries.

About 76% of those companies are in the US.

Another example is the iShares Global 100 AUD ETF (ASX: IOO), which seeks to track the performance of the 100 biggest global equities.

Just under 81% of IOO ETF holdings are US shares.

Last night, the benchmark index for the US market, the S&P 500 Index (SP: .INX), smashed another record high at 6,698.88 points.

The S&P 500 is up 13.8% in the year to date compared to an 8.2% bump for the S&P/ASX 200 Index (ASX: XJO).

Last night, the Dow Jones Industrial Average Index (DJX: .DJI) also hit a record 46,447.13 points, up 9% this year.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) followed suit with its own record of 22,801.90 points, up 26.8% in 2025.

On the ASX today, the ASX 200 is up 0.74% and the S&P/ASX All Ordinaries Index (ASX: XAO) is up 0.69%.

Let's look at some of the ASX ETFs holding international shares that are setting new 52-week highs, if not all-time records, today.

International ASX ETFs smash records on Tuesday

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The index, which tracks the 500 largest companies in America, reached 6,698.88 in intraday trading before closing at 6,693.75 points. 

The S&P 500 has now risen 14% for the year to date. 

Nvidia Corp (NASDAQ: NVDA), which makes up around 8% of the index, rose nearly 4% on news that the chipmaker would be investing up to US$100 billion in OpenAI to support new data centres and other artificial intelligence infrastructure.

Nvidia closed at $183.61, just short of its new all-time high of $184.55 reached in intraday trading. 

Since April, US technology stocks have rallied strongly. Investors may be wondering if they've missed the boat or if further upside lies ahead.

Bank of America remains bullish on US tech

Despite rebounding sharply since the "Liberation Day' dip, Bank of America (NYSE: BAC) strategists believe US technology stocks can reach higher levels. 

As recently reported in the Australian Financial Review, Bank of America believes investors should position for further gains in the US tech space. 

According to the AFR:

Strategist Michael Hartnett pointed to 10 equity bubbles since the start of the previous century, finding that these periods of extreme overvaluation produced average trough-to-peak gains of 244 per cent. That suggests that, after rising 223 per cent from their March 2023 low, the magnificent seven cohort has "more to go".

Goldman Sachs Strategist David Kostin also recently revised his projections for the S&P 500, rolling forward three, six, and twelve-month S&P 500 return forecasts to 2%, 5%, and 8%, respectively.

How ASX investors can benefit

ASX investors looking to capitalise on his trajectory can buy individual US shares or ASX exchange-traded funds (ETFs). 

The most well known ASX ETFs, Vanguard US Total Market Shares Index AUD ETF (ASX: VTS) and iShares S&P 500 AUD ETF (ASX: IVV) contain diversified exposure to US companies. VTS ETF contains more than 4,000 companies, while IVV ETF holds 500. 

While this appears to be extremely diversified, given the number of companies held in the ETFs, there is still a relatively high exposure to US tech, given their record level of concentration. In particular, the 'Magnificent 7' makes up around 40% of the IVV ETF. 

Investors after even more concentrated exposure to the megacap tech stocks could consider the Global X Fang+ ETF (ASX: FANG), which contains just 10 equally weighted holdings. It holds all Magnificent 7 companies except Tesla Inc (NASDAQ: TSLA). This allows ASX investors to own the majority of Magnificent 7 companies in a single trade. 

Should US tech rally further, any one of these ASX ETFs is likely to rise with it.

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