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Faith Driven Investor

Episode 159 - Marks on the Markets - Thematic Investing with David Erickson

Oct 9, 2023
David Erickson, CIO of Ascension Investment Management, discusses thematic investing strategies and the current market environment. Topics include the impact of disruptive themes, faith-based investing, and aligning investments with personal values and faith.
42:11

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Thematic investing at Ascension Investment Management focuses on capturing disruptive themes like technology and clean energy for long-term growth.
  • Amidst market uncertainty, David Erickson reflects on potential soft landing scenario while remaining cautious about the lingering effects of interest rate hikes.

Deep dives

Thematic Investing Focus

Thematic investing approach at Ascension Investment Management shifts from diversification to capturing disruptive themes. By aligning investments with themes like technology, healthcare revolution, and clean energy, the firm seeks long-term growth. They emphasize finding winners in disruptor categories rather than shorting losers, focusing on private equity opportunities to capture thematic investments.

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