Thematic strategies are redefining the investment landscape and offer investors exposure to companies that will be the driving force behind the structural shifts shaping our future, be it the energy transition in our fight against climate change or, most recently, the generative AI revolution fuelled by the release of ChatGPT. In the last 5 years, we have seen thematic investments gain significant interest, as demonstrated by a strong increase in AUM and flows.
While it is possible for investors to use single-theme strategies and control which theme to invest in and for what period, we are seeing increasing interest in multi-thematic strategies. Those can help simplify the investment experience by deferring the decisions around the selection of the most relevant themes, the capital allocation between themes and the stock selection to experts and offer investors a one-stop solution to participate in long-term equity growth across different megatrends as they develop.
In this session, we will share our key insights around how to use thematic investment efficiently in your portfolio and how to build a Multi thematic portfolio that delivers exposure to a diversified basket of growing, up-and-coming companies instead of established tech megacaps.
Disclosure: WisdomTree Europe
This material is prepared by WisdomTree and its affiliates and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of production and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and non-proprietary sources. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by WisdomTree, nor any affiliate, nor any of their officers, employees or agents. Reliance upon information in this material is at the sole discretion of the reader. Past performance is not a reliable indicator of future performance.
Please click here for our full disclaimer.
Jurisdictions in the European Economic Area (“EEA”): This content has been provided by WisdomTree Ireland Limited, which is authorised and regulated by the Central Bank of Ireland.
Jurisdictions outside of the EEA: This content has been provided by WisdomTree UK Limited, which is authorised and regulated by the United Kingdom Financial Conduct Authority.
Disclosure: Interactive Brokers
Information posted on IBKR Campus that is provided by third-parties does NOT constitute a recommendation that you should contract for the services of that third party. Third-party participants who contribute to IBKR Campus are independent of Interactive Brokers and Interactive Brokers does not make any representations or warranties concerning the services offered, their past or future performance, or the accuracy of the information provided by the third party. Past performance is no guarantee of future results.
This material is from WisdomTree Europe and is being posted with its permission. The views expressed in this material are solely those of the author and/or WisdomTree Europe and Interactive Brokers is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to buy or sell any security. It should not be construed as research or investment advice or a recommendation to buy, sell or hold any security or commodity. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.