"Cloud computing [and] robotics ... [are] themes that I think have been driven home as people need more bandwidth to be able to work from home and as companies realize that they need more of an automation and use robotics when they can to improve the supply chain," Rosenbluth said.
"Some of these themes are really going to resonate with investors even more in 2020 than they have in the recent past," he said. "And there's a whole host of these products from First Trust, from ROBO, from other firms that are really in this space for investors that want to dig deeper into how you can play this stay-at-home theme."
Jason Bloom, director of global macro ETF strategy at Invesco, suggested Invesco probably won't be getting as granular as some others in the ETF industry anytime soon. "We do try to be responsive, clearly, to changes in the structure of the market or fundamentals that would suggest that you have an investment theme that makes sense," he said in the same "ETF Edge" interview.
"We're probably a little more conservative in that durability of the theme for us is ... a very high priority," Bloom said. "So, if there's a risk that the theme may only have a year or two or so before it runs its course, it's probably not going to make it through our process, but if we think it has five, 10 years or more of durability then it certainly makes sense to us.
ETFEdgeCNBC Global X Cloud Computing ETF (CLOU) looks like a good fund. I also like the larger (SKKY). QQQ with a five star rating by MorningstarInc is another quality fund worth owning.
ETFEdgeCNBC Thats me!
ETFEdgeCNBC
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