Thematic Investing: Unpacking the Concept

Thematic investing, as discussed by Jan Eck Van He, involves focusing on specific areas of the market such as industries or countries rather than broad financial markets. An example highlighted is the thematic investment in gold during the 1970s, which was based on anticipating Nixon going off the gold standard. This approach involves looking at macro factors like politics and technology to identify potential opportunities that may not be reflected in current market prices. Given current government spending and inflation concerns, gold remains a relevant thematic investment option.