Laser Focus World is an industry bedrock—first published in 1965 and still going strong. We publish original articles about cutting-edge advances in lasers, optics, photonics, sensors, and quantum technologies, as well as test and measurement, and the shift currently underway to usher in the photonic integrated circuits, optical interconnects, and copackaged electronics and photonics to deliver the speed and efficiency essential for data centers of the future.

Our 80,000 qualified print subscribers—and 130,000 12-month engaged online audience—trust us to dive in and provide original journalism you won’t find elsewhere covering key emerging areas such as laser-driven inertial confinement fusion, lasers in space, integrated photonics, chipscale lasers, LiDAR, metasurfaces, high-energy laser weaponry, photonic crystals, and quantum computing/sensors/communications. We cover the innovations driving these markets.

Laser Focus World is part of Endeavor Business Media, a division of EndeavorB2B.

Laser Focus World Membership

Never miss any articles, videos, podcasts, or webinars by signing up for membership access to Laser Focus World online. You can manage your preferences all in one place—and provide our editorial team with your valued feedback.

Magazine Subscription

Can you subscribe to receive our print issue for free? Yes, you sure can!

Newsletter Subscription

Laser Focus World newsletter subscription is free to qualified professionals:

The Daily Beam

Showcases the newest content from Laser Focus World, including photonics- and optics-based applications, components, research, and trends. (Daily)

Product Watch

The latest in products within the photonics industry. (9x per year)

Bio & Life Sciences Product Watch

The latest in products within the biophotonics industry. (4x per year)

Laser Processing Product Watch

The latest in products within the laser processing industry. (3x per year)

Get Published!

If you’d like to write an article for us, reach out with a short pitch to Sally Cole Johnson: [email protected]. We love to hear from you.

Photonics Hot List

Laser Focus World produces a video newscast that gives a peek into what’s happening in the world of photonics.

Following the Photons: A Photonics Podcast

Following the Photons: A Photonics Podcast dives deep into the fascinating world of photonics. Our weekly episodes feature interviews and discussions with industry and research experts, providing valuable perspectives on the issues, technologies, and trends shaping the photonics community.

Editorial Advisory Board

  • Professor Andrea M. Armani, University of Southern California
  • Ruti Ben-Shlomi, Ph.D., LightSolver
  • James Butler, Ph.D., Hamamatsu
  • Natalie Fardian-Melamed, Ph.D., Columbia University
  • Justin Sigley, Ph.D., AmeriCOM
  • Professor Birgit Stiller, Max Planck Institute for the Science of Light, and Leibniz University of Hannover
  • Professor Stephen Sweeney, University of Glasgow
  • Mohan Wang, Ph.D., University of Oxford
  • Professor Xuchen Wang, Harbin Engineering University
  • Professor Stefan Witte, Delft University of Technology

AI is your best thematic investing bet for 2025, but these related ETFs also hold opportunity

AI is your best thematic investing bet for 2025, but these related ETFs also hold opportunity

For anybody who’s not familiar with Global X, it is very much into theme-oriented exchange traded funds. So what are the themes that have the most promise for investors in 2025?

Scott Helfstein is the head of investment strategy at Global X ETFs. I recently spoke with Helfstein about the prospects for thematic ETFs on my Money Life podcast.

“We’re going into an environment where the Fed is going to pause or slow rate cuts so we think fundamentals are really, really important. So we like themes that have strong fundamentals, perhaps even better forecast than the S &P and that are tied to this competitiveness story,” Helfstein said,

“First and foremost, you have to talk about artificial intelligence. It’s impacting everything we do. It’s impacting everything from entertainment, all the way to construction, insurance, so many different parts of the economy.”

AI is your best thematic investing bet for 2025, but these related ETFs also hold opportunity

“And ultimately, it’s gonna help to drive corporate competitiveness and global competitiveness. So we like the AI providers in terms of the software, but we also like infrastructure around areas like data centers.”

The energy sector will also offer opportunity, and maybe in some place people wouldn’t normally think of, Helfstein said.

“One of the big Trump trades, if you will, has been a positive view on the energy sector. In particular, we like energy infrastructure, like MLPs, but then we also like in the thematic growth and disruption vein to think about uranium and nuclear power, for example, as one of the ways these data centers are going to get their incremental power,” he said.

“And you could take something like U.S. infrastructure, again, an area that’s performed really well the last couple years, still backed by a lot of government spending through the IIJA Act, something in the neighborhood of $500 billion to $700 billion still to be both allocated and spent. And all of that’s going to go to the developers of the infrastructure, and not necessarily the asset owners.”

For more investing ideas from Scott Helfstein, listen to the full interview

More Money Life with Chuck Jaffe: Access to more alternative investments is making it easier to diversify your portfolio

Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.