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Thematic Investing In An Evolving WorldThematic Investing In An Evolving World

Tuesday, March 05, 2019 | 4:00 PM ET / 1:00 PM PT

February 8, 2019

Wealth Management logo in a gray background | Wealth Management

Date: Feb 8, 2019

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Andy Hicks
Director of Portfolio Management
and Research
ALPS Advisors
David Armstrong - Moderator
Editor-in-Chief
WealthManagement.com

Thematic investing has become very popular over the last few years, but what exactly is it? We all hear of ESG (Environmental, Social, & Governance) investing as the foundations for thematic investing, but thematic investing encompasses much more than ESG. Technological advances, demographic shifts, life sciences, and infrastructure buildouts, for example, can all be considered thematic investing. These are secular trends occurring in the marketplace that persist over the long-term, which may provide for excellent investing opportunities. Learn how to differentiate between themes and how to potentially use themes within a portfolio.

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