Cls's The Weighing Machine

Thematic Investing: Capitalizing on Trends with Jay Jacobs

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Sinopsis

The world of investing is constantly evolving. The traditional approach of diversifying portfolios is no longer the only way to go. Today, thematic investing is one of the most exciting investment strategies.The popularity of thematic investing continues to skyrocket, and for good reason. It allows investors to invest in themes or sectors that may be performing well now or have the potential for growth in the future based on current trends and market conditions.In today’s episode, Rusty and Robyn talk with Jay Jacobs, Head of Research and Strategy at Global X ETFs, about the biggest investing themes of 2022 and how these trends impact the market. Key Takeaways [03:15] - How Global X formulated the outlook for 2022. [04:46] - The eight major themes of Charting Disruption. [05:46] - What investors need to know about robotics and artificial intelligence. [07:31] - What the future holds for mobility. [08:41] - The future of blockchain, cryptocurrencies, and digital assets. [10:27] - Why climate change is a very c