

210: Thematic Investing: Finding Tomorrow's Investing Themes Today
7 snips Feb 21, 2025
Jeff Shen, co-head of Systematic Active Equity at BlackRock, is a seasoned expert in thematic investing. He explores the transformative forces driving today’s investment opportunities, such as technology and demographics. Shen contrasts thematic investing with traditional strategies, stressing the significance of timing and geopolitical influences. He highlights how technology, including machine learning, enhances investment decision-making. Risks and complexities are also discussed, alongside strategies for successfully navigating this dynamic landscape of emerging themes.
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Thematic Investing Defined
- Thematic investing analyzes transformative forces like technology, demographics, and environmental changes.
- It differs from traditional strategies by focusing on broader trends rather than specific sectors or regions.
Creative Market Analysis
- Thematic investing offers a creative approach to analyzing the market beyond traditional lenses.
- It considers how various factors intersect, such as the supply and demand aspects of AI.
Current Investment Themes
- Current themes driving investment opportunities include artificial intelligence and its supply chain.
- Other themes include the impact of weight loss drugs and policy changes on various industries.