The Next Big Thing: Megatrends and Thematic Investing in 2023

In this episode, Chris is joined by Mobeen Tahir, Director, Macroeconomic Research and Tactical Solutions here at WisdomTree. Together they discuss the performance and challenges of thematic investing in 2023. They explore the impact of rising interest rates on thematic investments, particularly in the energy transition space. They also delve into the advancements in green technologies, such as solid-state batteries and sustainable aviation fuels. The conversation then shifts to AI, the semiconductor supply chain and cybersecurity. (00:00) Introduction and Year in Review (04:57) Energy Transition and the Impact of Rising Interest Rates (10:06) Advancements in Green Technologies: Solid State Batteries and Sustainable Aviation Fuels (17:36) The Potential of Vehicle-to-Grid Technology (35:18) The Impact of AI on the Tech Bubble and the Future of AI (43:25) Onshoring and the Semiconductor Supply Chain (51:25) The Intersection of AI and Biotech (57:26) The Impact of Generative AI on Cybersecurity (01:02:40) Closing Remarks and Future Outlook For EU Investors Only Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs