What is Thematic investing?
A history of how themes and Mega Trends have affected various stocks and markets over time. How is the current technology revolution poised to affect our everyday lives, and potentially investors’ portfolios through thematic ETFs?
Part 2 – Thematic investing – The Internet
The internet has changed the world and become one of the fastest adopted technologies of all time. How is the internet evolution progressing and has the full set of opportunities been realized to date?
Part 3 -Thematic Investing – Blockchain
Blockchain has the potential to impact the world as much as the internet did in the 1990’s and become the next big infrastructure. What are some key dynamic applications of the technology, why cryptocurrencies are only one such application, and who are some major players?
Part 4 – Thematic Investing – IPOs and Spin Offs
IPOs and Spin-Offs are seen as dynamic moments in the history of a company and in many ways, it represents both the ending and the beginning of a company’s history. How has this theme performed in the past, who are some new listings in 2019 and how can investors access this market?