EPISODE · May 26, 2022 · 39 MIN
Key Investment Themes in Tumultuous '22
from Insight is Capital™ Podcast
Mark Noble, Executive Vice President, ETF Strategy joins us to discuss the reasons markets have become so fragile in the wake of COVID, the inflation trend, rising rates and the war in the Ukraine which are defining the beginning of perhaps a new economic and market regime, and giving sharp definition to a number of key investment themes. We discuss the investing climate, and thematic investment trends and opportunities, some of which are still in their infancy, and some that are more mature, but have been made all the more enticing post this year's tumultuous first trimester and stock market's profound volatility and correction.We hope you find the discussion insightful and useful.Where to find Mark Noble:Mark Noble on LinkedinThematic ETFs Mentioned:HURA - Horizons Global Uranium Index ETFHLIT - Horizons Global Lithium Producers Index ETFHMMJ - Horizons Marijuana Life Sciences Index ETFCHPS - Horizons Global Semiconductor Index ETF
What this episode covers
Mark Noble, Executive Vice President, ETF Strategy joins us to discuss the reasons markets have become so fragile in the wake of COVID, the inflation trend, rising rates and the war in the Ukraine which are defining the beginning of perhaps a new economic and market regime, and giving sharp definition to a number of key investment themes. We discuss the investing climate, and thematic investment trends and opportunities, some of which are still in their infancy, and some that are more mature, but have been made all the more enticing post this year's tumultuous first trimester and stock market's profound volatility and correction. We hope you find the discussion insightful and useful. Where to find Mark Noble: Mark Noble on Linkedin Thematic ETFs Mentioned: HURA - Horizons Global Uranium Index ETF HLIT - Horizons Global Lithium Producers Index ETF HMMJ - Horizons Marijuana Life Sciences Index ETF CHPS - Horizons Global Semiconductor Index ETF
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Key Investment Themes in Tumultuous '22
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