2025–2026 Global Allocation View

Developed Markets: Stable growth, AI & automation leaders Emerging Markets: Higher growth, higher volatility
Macro Snapshot

Developed Markets (DM)

US, Europe, Japan, UK, Canada, Australia, etc.

Stable growth, AI & semiconductor leadership, lower currency risk.

AI / Semis Robotics Defense

Emerging Markets (EM)

India, Korea, Taiwan, China, Brazil, Indonesia, etc.

Higher GDP growth, cheaper valuations, export & commodity leverage.

Growth Commodities FX Risk

Global All-World

ACWI / World + EM blends

Single-ticket exposure to all major global markets and sectors.

ACWI VT URTH
Suggested Allocation (Example)
Bucket Example Weight Notes
Developed Markets 50–60% Core stability & AI/automation leadership
Emerging Markets 20–30% Growth & valuation upside
Global / All-World 10–20% Simple one-ticket diversification
Thematic Tilts 0–15% AI, nuclear, robotics, etc.
Key Developed Regions

Japan

Robotics, exporters, corporate reform

Strong cycle in automation, machinery & exporters. Governance reforms improving shareholder returns.

EWJ DXJ ROBO

Europe

Industrials, luxury, aerospace

Attractive valuations vs US, strong exporters in luxury, machinery, aerospace & green infrastructure.

VGK EZU IEUR

Canada & Australia

Commodities, banks, dividends

Resource-heavy markets with stable financial systems & yield exposure.

EWC EWA COPX LIT
DM Thematic Opportunities

AI & Semiconductors

US, Korea, Japan, Europe

Core engine of global compute: GPUs, foundries, chip equipment & cloud platforms.

SOXX SMH XSD QQQ

Robotics & Automation

Japan, Europe, US

Factory, warehouse & industrial automation to offset labor shortages.

ROBO BOTZ ARKQ

Nuclear & Clean Energy

Global DM utilities & miners

Baseload clean power, SMR rollout & uranium supply tightness.

URA URNM NLR
Key Emerging Regions

India

Domestic growth, banks, IT services

Fast GDP growth, expanding middle class, strong reforms & digital infrastructure.

INDA SMIN

South Korea & Taiwan

Semiconductors & electronics

Core of the global semiconductor & electronics supply chain.

EWY EWT EEM IEMG

Brazil & Commodities EM

Metals, agriculture, energy

Commodity leverage & cyclical upside tied to global growth & inflation.

EWZ EZA GDX
EM Thematic Opportunities

Export Tech & Manufacturing

Asia EM

Beneficiaries of global AI hardware, electronics & cloud demand.

EEM IEMG KEMQ

Consumer & Banks

India, SE Asia, LatAm

Credit expansion & rising consumption as incomes rise.

INDA EIDO EMFN

Commodities & Materials

Brazil, South Africa, others

Metals, energy & agriculture tied to the global commodity cycle.

EWZ EZA GDX
Core Global & Regional ETFs
ETF Region Type Notes
ACWI Global All-World Single-ticket global equity exposure
VEA Developed ex-US Broad DM Europe, Japan, Canada, etc.
IEFA Developed ex-US Broad DM MSCI EAFE tracker
EEM / VWO Emerging Broad EM Diversified EM exposure
IEMG Emerging Broad EM (Core) Lower-cost core EM holding
VT Global Total World US + DM + EM in one fund
Thematic Overlays

AI / Semiconductors

SOXX SMH XSD QQQ

Robotics & Automation

ROBO BOTZ ARKQ

Nuclear & Energy Transition

URA URNM NLR