Sectors and themes to monitor for 2026

Marketing Communication

Investment involves risks. For more information, please refer to the Risk section below.

Looking ahead to the new year, some sectors and themes stand out for their disruptive innovation and evolving market dynamics. Here’s a quick snapshot of those that could offer exciting opportunities for investors¹:

AI, robotics and quantum computing

Artificial intelligence (AI) probably stands poised to become the cornerstone technology driving the next economic era. Similarly, quantum technology could revolutionise machine learning by executing complex computations at speeds unattainable by conventional computers.

The convergence of these cutting-edge innovations with the rise of commercially viable robotics seems poised to transform operations across every industry. Investing in some of the companies at the forefront of these developments could present a compelling opportunity for long-term returns.²

Finance

The financial sector could continue to offer the potential for investment opportunities, as banks adapt to new economic realities.

After years of low interest rates, European banks are now benefiting from a more favourable interest rate environment and ongoing mergers and acquisitions (M&A), are reshaping the financial landscape. These trends are creating value³ through increased efficiency and market reach.

Healthcare & biotechnology

Healthcare and biotechnology remain at the forefront of global innovation, driven by advances in precision medicine, gene editing, and AI.

Predictive analysis of patient health data allows for personalised diagnostics (such as home genetic testing), paving the way for a more cost-effective healthcare system.

The growing needs of an aging population and the sector’s relative resilience⁴ during volatile economic cycles could make healthcare a key component of a long-term investment portfolio.⁵

Smart Cities

As cities grow and countries prioritise strategic autonomy, particularly within Europe, there is a renewed demand⁶ for advanced manufacturing and technology.

New infrastructure initiatives, coupled with reconstruction efforts, can present significant potential opportunities⁷ in construction, engineering, and related services.

Energy Transition

The global transition from conventional fossil fuels to cleaner, renewable energy sources is accelerating, despite geopolitical tensions, as governments and corporations channel capital into innovative energy solutions.

These investments could unlock new avenues for economic growth, job creation, and energy security on a worldwide scale.⁸

Opportunities for investing in megatrends

Diversifying across these industries using ETFs can help investors stay at the forefront of emerging trends while balancing risk.⁹

ETFs allow you to invest in an entire sector or theme, reducing the risk of betting on a single company while still potentially capturing the long-term growth of these powerful global trends.¹⁰ Here are some examples of popular ETFs invested in some of these sectors and themes:

For more information regarding the investment objectives of the funds above, please refer to the Key Information Documents (KID) and the prospectus.

Information on Amundi’s responsible investing can be found on amundietf.com and amundi.com. The investment decision must take into account all the characteristics and objectives of the Fund, as described in the relevant Prospectus.

^* Management fees refer to the management fees and other administrative or operating costs of the fund. For more information regarding all the costs supported by the fund, please refer to its Key Information Document (KID). Transaction cost and commissions may occur when trading ETF.

^* SRI ‘Summary Risk Indicator’: it represents the risk and return profile presented in the Key Information Document (KID). The SRI is a guide to the level of risk of this product compared to other products. The lowest category does not imply the absence of risk. The SRI is not guaranteed and may change over time. It shows how likely it is, on a scale from 1 (minimum value) to 7 (maximum value), that the product will lose money because of movement in the markets or because we are not able to pay you. Besides the risks included in the risk indicator, other risks may affect the Sub-Fund’s performance. For further information, please refer to the prospectus of the fund.

^*** SFDR: “Sustainable Finance Disclosure Regulation” –2019/2088/EU. EU regulation that requires, amongst other things, the classification of financial products according to their ESG intensity. A fund is referred to as “Article 8” if it promotes environmental or social characteristics but does not have as its objective a sustainable investment, or “Article 9” when it has a sustainable investment objective. Any fund that does not comply with the two previous categories is an “Article 6” fund.

¹ Investment involved risks. For more information, please refer to the Risk section below.

² Investment involved risks. For more information, please refer to the Risk section below.

³ Investment involved risks. For more information, please refer to the Risk section below.

⁴ Past performance is not a reliable indicator of the future ones.

⁵ Investment involved risks. For more information, please refer to the Risk section below.

⁶ Past performance is not a reliable indicator of the future ones.

⁷ Investment involved risks. For more information, please refer to the Risk section below.

⁸ Investment involved risks. For more information, please refer to the Risk section below.

⁹ Diversification does not guarantee a profit or protect against a loss.

¹⁰ Diversification does not guarantee a profit or protect against a loss.

Important information

KNOWING YOUR RISK

It is important for potential investors to evaluate the risks described below and in the fund’s Key Information Document (“KID”) and prospectus available on our website www.amundietf.com.

CAPITAL AT RISK - ETFs are tracking instruments. Their risk profile is similar to a direct investment in the underlying index securities. Investors’ capital is fully at risk and investors may not get back the amount originally invested.

UNDERLYING RISK - The underlying index securities of an ETF may be complex and volatile. For example, ETFs exposed to Emerging Markets carry a greater risk of potential loss than investment in Developed Markets as they are exposed to a wide range of unpredictable Emerging Market risks.

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