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Thematic Investing: How to Harness the Power of Megatrends in Your Portfolio

Thematic Investing: How to Harness the Power of Megatrends in Your Portfolio

Aired On

Mar / 16 / 2023
10:00 am - EDT
Pierre Debru
WisdomTree Europe

Megatrends are powerful, long-term, transformative changes shaping the world that we live in today. This includes everything from technological advancements to social demographic shifts, as well as climate and the environment. Financial innovation has made Megatrend investing accessible to investors through wrappers such as ETFs and other investment products. This brings new challenges to the portfolio construction process as megatrends cut across the traditional portfolio norms of country or sector-driven diversification. Join WisdomTree as we look at how to approach thematic investing:

  • How to understand, organize and follow the Thematic Space
  • How to benchmark and select Thematic ETFs and Funds
  • How to fit Thematic strategies in Strategic and Tactical Asset Allocations
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.

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