First Trust Global Portfolios

Innovative smart beta and smart exposure UCITS ETFs

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Investment Ideas

Investment Ideas

Thematic Investing

Thematic investing can help investors access the growth potential of long-term structural change and disruptive innovation which are under-represented in broad market indices today.

At First Trust, our thematic approach is solely focused on identifying emerging trends that are shaping our future world. We believe this helps us stay ahead of the curve. As pioneers of both rules-based investing and a leader in thematic ETFs, we have been providing access to some of the largest megatrends via ETFs since 2006 - longer than any other provider.

Investment Ideas

Target Outcome Investing

Target Outcome Investments offer a solution for investors seeking to navigate complex market conditions and achieve specific investment objectives that can be challenging to accomplish through traditional investment approaches.

These include buffer strategies, designed to provide a defined level of protection against market downturns and mitigate potential losses, and income strategies, which focus on generating consistent income streams from underlying assets, often through the strategic use of options.

At First Trust, our partnership with Vest Financial LLC, the pioneers behind Target Outcome Strategies, is central to our investment offering. By leveraging Vest's expertise, we provide access to a range of Target Outcome strategies that cater to diverse investor needs.

We believe this collaboration enables us to stay at the forefront of investment innovation. As a leader in ETF solutions, we have been able to bring Target Outcome Investments to market, providing investors with a sophisticated tool to achieve their investment goals.

Latest U.S. Market and Economic Commentary

Insights

Article | Thematic Investing

A New Era of Global Defence Spending

We explore the latest insights on the dynamic and rapidly expanding global defence sector and why defence is not just a European story but a global one. 
Article | Thematic Investing

Powering AI's Extreme Energy Demands with a Renewable Grid

We explore the growing energy demands of AI and its impact on power grids worldwide. As traditional power infrastructure faces record challenges, renewable energy sources are emerging as a crucial solution. 
Article | Thematic Investing

Green and Bear it: A Clean Energy Update

We dive into the world of clean energy investments, exploring why this sector has faced recent challenges despite its promising future.

Webinars

Factor Investing Quarterly Update

Thursday 27 November 2025

10.00am GMT / 11.00am CET

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