Editor’s Note: As the political circus comes back to town with Donald Trump preparing to retake the Oval Office, brace yourself for a leap into the unknown.

Picture this: surging growth, unemployment plummeting to levels that make economists giddy, interest rates declining, inflation subdued—sounds like a bull market on steroids, right?

Not so fast. The flip side? Escalating geopolitical tensions, a reignited trade war that makes the 2018 tariff tantrum look like child’s play, and the kind of volatility that could rattle even the most seasoned traders.

What’s the play here? Invest in supply chain infrastructure and logistics technology. Below, I spotlight a “defensive growth” choice on this theme.

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Profit from Chaos

The nattering prognosticators on channels such as CNBC almost never mention this supply chain/logistics theme, which is good news for proactive investors seeking under-the-radar opportunities.

Here’s the gist: Geopolitical tensions and trade disruptions create bottlenecks in global supply chains. But guess what? Companies that specialize in untangling these messes—whether through advanced logistics software, automation, or alternative transport solutions—thrive in the chaos. Think of them as the firefighters of international commerce: always in demand when the world’s supply lines are burning.

Why is this investment theme largely ignored? Mainstream financial media are too busy chasing shiny objects. Headlines are dominated by the usual suspects: Big Tech, artificial intelligence (AI), and whatever speculative mania Elon Musk dreams up next.

Problem is, meme investments tend to blow up like that cybertruck last week in front of Trump’s Vegas hotel.

Meanwhile, logistics is seen as the plumbing of the global economy—essential, but not exactly glamorous. And yet, history shows that in times of trade disruption, logistics companies quietly rake in profits while other sectors falter.

Why It Works: Defensive Growth

This theme strikes the perfect balance between risk and reward. Logistics and supply chain tech companies are defensive because their services remain critical regardless of economic cycles. Yet they’re also growth-oriented, as trade disruptions force global businesses to invest heavily in resilience and efficiency. When ships pile up at ports or critical goods are delayed, guess who swoops in to save the day—and collects hefty fees for doing so?

Let’s face it: Rising geopolitical tensions might scare the market, but they’ll fatten the wallets of logistics investors. Sure, a trade war is terrible for diplomacy, but it’s terrific for companies building the next-gen infrastructure to reroute supply lines. So while others clutch their pearls at every headline about tariffs or sanctions, you’ll be sitting pretty, watching your portfolio climb.

You should focus on companies leading in logistics automation, AI-driven supply chain management, and alternative transport solutions. You can leverage these companies, in one fell swoop, through the iShares Transportation Average ETF (IYT), an exchange-traded fund that contains winners who profit in the shadows of global disruption.

The iShares Transportation ETF (net assets: $777 million) is a targeted investment vehicle that offers exposure to the transportation sector, a critical component of the economy. By tracking the performance of the Dow Jones Transportation Average, IYT includes a diversified mix of companies across industries like railroads, airlines, trucking, and shipping.

The following chart shows IYT’s top 10 holdings. You’ll recognize these brand name companies:

Source: Yahoo Finance

IYT’s holdings often act as economic bellwethers, with their performance reflecting broader economic trends such as consumer demand and industrial activity. IYT can serve as an attractive option for investors seeking to capitalize on infrastructure growth, e-commerce expansion, and supply chain efficiency improvements.

However, IYT’s cyclical nature means that it may experience volatility tied to changes in fuel prices, interest rates, and economic cycles, making it most suitable for long-term investors with a moderate risk tolerance. The expense ratio is a relatively low 0.39%.

Over the past year, IYT has generated a total return of about 24%. Among analysts who follow IYT, the average 12-month price target for IYT is about $83, for an implied return of about 24%.

In 2025, don’t just ride the wave of volatility…harness it. Because when the economy is a circus and geopolitics is the clown car, there’s no better time to invest in the unsung heroes of commerce.

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John Persinos is the editorial director of Investing Daily.

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