Tom Lee: Scoring Exposure to US Market Themes

Agenda

US equity markets are being shaped by powerful structural trends, including AI adoption, technological innovation, demographic change and shifting economic cycles. Fundstrat has built a strong following for its evidence-based research and distinctive views on the forces driving markets.

About this Webinar

  • Date:

    Tuesday, October 27 2026

  • Time:

    2:00pm GMT

  • Speakers:
    • Tom Lee, CIO and Head Of Research, Fundstrat
    • Ken Xuan, Head of Data Science Research, Fundstrat
    • Carrie Presley, Head of Distribution, Fundstrat
    • Tom Bailey, Head of Research, HANetf

IMPORTANT INFORMATION This document is approved for professional use only.

Communications issued in the UK

The content in this document is issued by HANetf Limited (“HANetf”) and approved by Privium Fund Management (UK) Limited (“Privium”). HANetf is an appointed representative of Privium, which is authorised and regulated by the Financial Conduct Authority. The registered office of Privium is The Shard, 24th Floor, 32 London Bridge Street, London, SE1 9SG

This communication has been prepared for professional investors, but the exchange traded product (“ETCs”) and exchange traded fund (“ETFs”) set out in this communication (“Products”) may be available in some jurisdictions to any investors. Please check with your broker or intermediary that the relevant Product is available in your jurisdiction and suitable for your investment profile.

Disclaimers

Past performance is not a reliable indicator of future performance. The price of the Products may vary and they do not offer a fixed income. This document may contain forward looking statements including statements regarding our belief or current expectations with regards to the performance of certain assets classes. Forward looking statements are subject to certain risks, uncertainties and assumptions. There can be no assurance that such statements will be accurate and actual results could differ materially from those anticipated in such statements. Therefore, readers are cautioned not to place undue reliance on these forward-looking statements. The content of this document is for information purposes and for your internal use only, and does not constitute an investment advice, recommendation, investment research or an offer for sale nor a solicitation of an offer to buy any Product or make any investment.

An investment in an exchange traded product is dependent on the performance of the underlying asset class, less costs, but it is not expected to track that performance exactly. The Products involve numerous risks including among others, general market risks relating to underlying adverse price movements in an Index (for ETFs) or underlying asset class and currency, liquidity, operational, legal and regulatory risks. In addition, in relation to Cryptocurrency ETCs, these are highly volatile digital assets and performance is unpredictable.

More Webinars

America Votes: What the Midterms may mean for Energy, AI Data Centres and Tech

November 2026

The New Canadian Supercycle: Yield, Nation-Building and Natural Resources

November 2026

Draganfly: Drones across Defence, Public Safety and Industry

October 2026

Where Conviction is Built: How Field Trips Shape our Search for Value

October 2026

Beyond the West: The Rise of India & South Korea in Global Defence

October 2026

The New Space Economy: The Next Generation of Critical Infrastructure

September 2026

Meet the Manager: Photonics, Human Rights Screening, US Defence

September 2026

September 2026 – How to enter the European UCITS ETF market

September 2026

Missiles, Budgets & Earnings: Global Defence Summer Update

August 2026

Cat Bonds: Analysis of Recent Perils & Outlook for 2026

August 2026

Navigating Market Uncertainty for Growth and Income with Covered Calls

July 2026

NATO Summit 2026: key takeaways for investors

July 2026

Real Assets, Real Income?

July 2026

Beyond the Agg: Alternative Fixed Income

June 2026

The hidden engine of AI: Why memory speed matters

June 2026

Ondas: Drones, autonomy and the future of defence technology

June 2026

Meet the Manager: Silver Miners & Ukraine reconstruction

June 2026

Cyber defence bounces back: What investors need to know

June 2026

The race to power the AI economy

Europe Alone? NATO and the future of European security

Making the Most of Your Active ETF Allocations: Seeking to turn knowledge into portfolio impact

April 2026

Hard assets in hard times

April 2026

Conviction meets quality: Harnessing the power of great businesses

April 2026

War and power: can Europe turn spending into strength?

March 2026

The Drone Decade: Investing in the rise of unmanned aerial vehicles

March 2026

Scarcity, resilience, and strategic autonomy: Demand drivers in a fragmented world

February 2026

Active ETFs: Why expertise matters more than ever

February 2026

How to enter the European UCITS ETF Market | Feb 2026

February 2026

Catastrophe bonds: income-investing diversified

December 2025

How to enter the European UCITS ETF market

December 2025

Understanding preferred shares: a distinctive income opportunity

November 2025

Real Assets. Real Growth. Real Canada.

November 2025

Where next for global tech?

November 2025

Beyond bullion: the role of responsibly sourced gold in investment portfolios

October 2025

Beyond bullion: the role of responsibly sourced gold in investment portfolios

October 2025

Defence Tech & Quantum Computing: New additions to Tech Megatrends ETF

October 2025

Introduction to Active ETFs: Setting the stage with two industry leaders

October 2025

Covered Calls Uncovered: Income Strategies Made Simple

October 2025

The future of emerging markets: a new era of growth

September 2025

A revolutionary maths-based approach to fixed income investing

August 2025

Investing for regular income: The case for innovation focused covered call strategies

July 2025

Investing in the Resilient US Housing Market: Accessing Government Guaranteed, Short Duration Income

July 2025

Defence in the Indo-Pacific ex-China – a structural shift

July 2025

From orders to earnings: can Rheinmetall scale up for Europe’s defence revolution?

July 2025

Accessing critical metals: The case for uranium and copper investing

June 2025

Unlocking opportunities in global travel with an Active ETF

June 2025

European Green Deal: 5 years on – progress, challenges, and market impacts

June 2025

Rethinking crypto exposure: The case for altcoins in institutional portfolios

Unlocking opportunities in Latin American debt

Health care: Innovation, insulation and opportunity amidst market uncertainty – A powerful setup for long-term growth

April 2025

Europe’s defence boom: Introducing the new European Defence ETF

April 2025

Meet the Fund Manager – Inside the Global Balanced ETF

March 2025

How to Buy