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Jay Jacobs, Head of Research & Strategy at Global X ETFs, gives an overview of ‘Thematic Investing’, a forward-looking investment approach which seeks to identify secular shifts that are reshaping traditional paradigms and the global economy.
What do you see as the next big theme? The rise of robotics and artificial intelligence is one of the most powerful themes today and we are also seeing other themes that are changing the world around us.
How do you identify and choose investment themes for the products you launch? It comes down to three things.
Thematic investing is about long-term growth and aligns with long-term, growth oriented portfolios where there is somewhat more risk tolereance to wait and realize this growth.