What is Thematic Investing?

What is Thematic Investing?

What is Thematic Investing?

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.

The Next Big Theme

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.

Identifying Investment Themes

How do you identify and choose investment themes for the products you launch? It comes down to three things.

  1. Conviction
  2. Investability
  3. Time Horizon

Thematic Investing in a Portfolio

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.