7 Unstoppable ETFs Igniting the Q4 2025 ’Wealth Supercycle’
The investment landscape is undergoing a seismic shift as the 'easy money' technology trade fades and a new multi-polar market regime emerges. Real assets, energy deficits, and geopolitical risk repricing are driving a historic rotation out of the 'Magnificent 7' and into thematic ETFs.
Federal Reserve easing, AI infrastructure demands, and fracturing global alliances are accelerating capital migration. These ETFs—far from passive baskets—are the vehicles propelling what analysts now call the 'Great Rotation,' with institutional inflows suggesting a potential wealth supercycle.
The rules have changed: investors clinging to 2023 strategies risk obsolescence, while those positioning for this structural shift stand to capture the next decade's alpha.