Investors are too focused on interest rates and are subsequently underweight risk assets. That’s the, albeit US-centric, view from Global X ETFs’ Head of Investment Strategy, Scott Helfstein. He elaborates by saying that the US economy is looking a lot more like mid-cycle expansion than late cycle and that “you don’t want to be sitting on the sidelines”. A fan of thematic investing, Helfstein goes on to highlight three big investment themes that he likes right now, including one offering the opportunity for true transformation, that’s available for the same price as the S&P 500. Don’t miss the latest Rules of Investing Podcast. https://www.livewiremarkets.com/wires/3-compelling-long-term-etf-ideas-for-investors-still-on-the-sidelines    Timecodes 0:00 - Intro1:12 - A unique background for an investment professional7:17 - The current state of geopolitics12:00 - Australia's position in the global landscape14:10 - The appeal of thematic investing16:42 - Where is the puck going?22:53 - Sectors versus themes26:48 - The role of thematic investing in a portfolio28:46 - Nothing but ETFs?30:27 - Ranking the big themes34:22 - A theme that is flying under the radar36:40 - Risks in thematic investing38:32 - Mama's favourite son39:49 - What are investors getting wrong?41:07 - One theme for the next five years