Is your portfolio ready for the megatrends shaping the future?
The world is changing fast — and investors need to keep pace. Powerful megatrends are reshaping industries, economies, and the way we live, work and interact. From the transformative potential of artificial intelligence to rising defence spending, the global demand for semiconductors, and the massive investments flowing into AI-related infrastructure, these themes are set to define the decade ahead. Is your portfolio ready to capture these multi-decade growth opportunities?
What our experts will cover during the 40-minute session:
- Break down what thematic investing is and how it differs from traditional sector or regional approaches
- Share compelling reasons to consider thematic investing today
- Explore why now is the right time to align with long-term structural trends
- Highlight the key themes driving growth for the next decade and beyond, including
- AI and its supporting infrastructure
- Defence technology
- Semiconductors
5. Share portfolio implementation examples that illustrate how thematic investing can be incorporated within a diversified strategy.
Submit questions in advance. You will also have an opportunity to ask questions live during the session.
View our lineup of thematic ETFs designed to capture the growth potential of megatrends.
About the Speakers
Chris McHaney, CFA®
EVP, Head of Investment Management and Strategy – Global X Canada
Chris is an experienced investment professional with a deep understanding of the ETF industry and ecosystem in Canada, with more than twenty years of experience covering portfolio management, investment strategy and policy, product development, and sales. Prior to joining Global X, he served as BMO Global Asset Management’s Director, Portfolio Manager, where he oversaw the management of both passive and active strategies, derivative overlays, foreign exchange exposures and cross-asset portfolios. Chris holds an Honors Business Administration degree from York University’s Schulich School of Business and is a CFA® Charterholder.
Tejas Dessai
Director of Research – Global X ETFs
Tejas Dessai leads Global X’s Thematic Research efforts as Director of Research. Tejas joined Global X in 2022 as a Research Analyst, covering technology themes and products, with a focus on disruptive technologies including artificial intelligence, robotics, cybersecurity, social media, gaming, and digital advertising. His research has been extensively covered in the tech and financial press, including the Wall Street Journal, Bloomberg, The Washington Post, Business Insider, and Reuters. Prior to joining Global X, Tejas worked as an Associate for SSR LLC, an independent research provider, covering mega and large cap TMT equities, specifically focusing on disruptive technology and emerging trends. Tejas holds a BTech in Electronics and Communications Engineering from the National Institute of Technology Goa and earned his MEng in Industrial Engineering from North Carolina State University at Raleigh.
