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How to Invest in Themes: BlackRock, JP Morgan, ARK Invest, Global X & More

Opto Sessions – Invest in the Next Big Idea

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The Importance of Valuation in the Growth Space

JPMorgan aims to unearth real value by first considering valuations of financials and then thematics. Gabrielle: It's really important to separate what happened during the pandemic versus what's an actual structural change that's going to continue over the next few years. "The big focus now is on whether companies are able to adapt to this environment," she says.

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