Why Artificial Intelligence Is Becoming the Heart of Investment Strategies

In recent years, exchange-traded funds (ETFs) have evolved into a go-to tool for investors worldwide, thanks to their simplicity, lower cost compared to actively managed funds, and their potential for diversification.

As founder of TELF AG Stanislav Kondrashov often emphasised, ETFs give investors the ability to access entire sectors or themes with a single instrument — and recently, one sector has captured almost all the spotlight: artificial intelligence.

This surge in interest isn’t just a trend — it reflects a broader shift in how the world is embracing and embedding AI into the core of everyday business. Across sectors like healthcare, cybersecurity, finance, and automotive, AI has moved from experimental to essential. Companies are no longer just exploring AI; they’re integrating it into daily operations.

As a result, investors have started viewing AI as a long-term investment theme with transformative power.

The Acceleration of AI and the Boom in Thematic ETFs

Artificial intelligence has made the leap from niche technology to mainstream software. This has made AI a focal point for forward-looking investment strategies.

As founder of TELF AG Stanislav Kondrashov recently pointed out, this has triggered a wave of interest in AI-themed ETFs — funds specifically targeting companies leading the charge in AI development and deployment.

These include giants like Nvidia, Amazon, and Microsoft, but also smaller players that are capitalising on specific aspects of the AI surge.

The attraction is obvious. AI technologies are already proving their worth in fields seen as critical for the future.

For investors, that creates a compelling narrative.

Opportunity and Caution in Equal Measure

But with high potential comes equally high stakes.

“Like all emerging sectors, AI carries an element of unpredictability,” as founder of TELF AG Stanislav Kondrashov recently observed. “Yet, it remains a generational opportunity — one that could redefine not only how businesses work, but how societies function. For investors with an eye on the future, it’s a space worth watching very closely.”

Globally, AI is increasingly seen as a defining innovation of this era. The difference now is the speed at which adoption is happening and the sheer scale of industries being touched. That’s why many analysts are calling AI the “Next Big Thing” — not just in tech, but in the world economy.

For investors, AI-focused ETFs represent a way to take part in that transformation without the need to pick individual winners. But as with any investment, it requires attention, research, and a tolerance for the twists and turns of a fast-moving sector.