This week on the podcast we catch up with Pierre Debru from ETF fund manager WisdomTree to discuss multi-thematic investing. As the universe of available ETFs tracking a myriad of different investment themes increases, the need is now emerging for specialist services which can stay on top of these.
Thematic investing is become increasingly popular with smaller investors, thanks to the accessibility of ETFs. At a recent ETF conference I attended, the point was made that ETFs represent a level playing field for investors: institutions and private investors buy and sell the same funds and the same share classes, and pay the same fees. But the menu is getting bigger all the time.
On the podcast Pierre explains what multi-thematic investing looks like in 2024 and goes into some of the underlying investment trends he is seeing at the moment. We also look at how WisdomTree goes about constructing its own multi-thematic products and how professional investors sift their away through the extensive range of investment themes available. This podcast will make interesting listening to anyone who is keen on thematic investing and using ETFs to capture the upside on market themes.
