5 videos
It is a manager-led walkthrough of how a thematic ETF issuer is packaging the humanoid robotics supply chain into targeted exposure, useful for advisors fielding client questions about physical AI. The discussion of motors, gearboxes, sensors and controllers also sets out the component layer rather than the robot makers themselves.
Picked by the etfs deskIt is a manager-produced explainer on how a single high-profile AI listing could intersect with a China equity ETF that tracks the STAR 50 Index. Useful for advisors who field client questions about China AI exposure and want to see how the issuer itself frames the linkage, including the stated caveat that KSTR does not currently hold DeepSeek.
Advisors holding or considering China exposure get the manager's account of why onshore hardware and internet platforms have moved apart, plus a list of expected listings to watch. The session also states how the firm accesses local technology IPOs, which is useful for understanding the product angle behind the outlook.
It is an example of a manager using a closely watched private AI company to market an ETF, and shows how pre-IPO names are being packaged for public-market investors. Advisors fielding client questions about Anthropic exposure can see both the pitch and the disclosed position size.
For advisors weighing managed futures as a diversifier, the session sets out one sub-advisor's account of how a systematic trend strategy behaved through a sharp reversal and how it is positioned now. It is hosted by the fund's issuer and sub-advisor, so it presents the manager's own case for the fund rather than an independent review.
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