The Video Games theme recently moved to overweight in our scorecard ranks and has been a strong performer the past seven months. The group seems to be shaking off post-pandemic blues and could see some exciting new releases thru 2025 from legendary Call of Duty, Assassin's Creed, and Grand Theft Auto gaming franchises. We are looking for signs of risk-on returning as we start an easing cycle. Video Games ETFs are certainly upgrade candidates with VanEck (ESPO) and Global X (HERO) ETFs topping our list.
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