Thematic Investing - What Is It?

Thematic investing is really the process of identifying what are powerful macro level trends that are disrupting large parts of our economy or society. Ben: I think it all points to their, there has to, there will be a recession down the road. The Fed's going to have to keep raising rates and might take longer for the,. the economy to get there. And Jay: It just pretends that at some point we're going to have an economic slowdown that is going to be meaningful.