##  [# Here's What BRICS+ Means for Your Portfolio](/sections/features/heres-what-brics-means-your-portfolio) 

 

# Here's What BRICS+ Means for Your Portfolio

 

 

\- Can BRICS+ reshape the global order and markets?  
\- Pictet’s Vassalou breaks down how this emerging coalition could upend investing as we know it.



 

 

 

 

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[By Talk ETFs](/authors/talk-etfs)

 Jul 17, 2025

 Edited by: David Tony

 

 

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Maria Vassalou, head of the [Pictet Research Institute](https://www.pictet.com/global/en/about/pictet-research-institute), sits down with etf.com Senior Analyst Sumit Roy to unpack her latest research on the shifting geopolitical landscape.

She explains why the BRICS+ coalition could act as a “systems disruptor,” what that means for global investors and why the line between developed and [emerging markets](https://www.etf.com/topics/emerging-markets) is rapidly blurring.

She also discusses the rise of thematic investing, energy diversification and whether countries like China and India can really collaborate long term.

Don’t miss this exciting episode of Talk ETFs!



 

 

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 [ Talk ETFs ](/authors/talk-etfs) 

 

 

  Talk ETFs is a weekly video series hosted by etf.com’s Senior Analyst Sumit Roy. Episodes highlight up-to-the-minute investing trends and strategies…   [View Bio](/authors/talk-etfs)

 



 

 


 Related Topics  [ETF.com Videos](http://www.etf.com/topics/videos) 

 [BRIC](http://www.etf.com/topics/bric) 

 [Emerging Markets](http://www.etf.com/topics/emerging-markets) 

 [Developed Markets](http://www.etf.com/topics/developed-markets) 

 [China](http://www.etf.com/topics/china)