Buy Hold Sell: 7 ETFs exposed to structural growth themes

Search queries for exchange-traded funds (ETF) have exploded in 2020, especially on the back of COVID-19. The number of people seeking information on Google for this investment vehicle has popped 88% from this time last year, and queries such as "Investing in ETFs", "Managed funds vs ETFs" and "Vanguard ETFs" are proving particularly popular.

With interest in ETFs abuzz and a strong appetite for growth ideas from readers, Livewire decided it was about time we brought ETFs into the world of Buy Hold Sell. Join Vishal Teckchandani as he talks to investment advisers Charlie Viola of Pitcher Partners and James Whelan from VFS Group.

They sit down to discuss three ASX ETFs which have been delivering sizzling returns in 2020 and then bring four of their own ASX and global ideas offering strong prospects for capital growth right now. Together, we cover hot thematics including healthcare, China, gold, robotics, 5G, US tech and a better way to play Aussie equities than simply buying the ASX 200.

Note: This episode was filmed on 9 August 2020.

[ASXInvestor]

Love this Buy, Hold & Sell series!

Am a big fan of both ROBO and FIVG for exposure to long-term growth tailwinds 🙌

[stephen]

Confident animated guests with conviction and not pussyfooting around. 👍

[MrMischab]

I thought this was one of the more average ones. For macro and thematic I’d prefer to listen to a head of macro, head of asset allocation or a cio not a wealth manager, maybe even a global equities portfolio manager.