The Next Big Thing: Multi-Thematic Exposure with Pierre Debru

In this episode, Chris is joined by Pierre Debru, Head of Quantitative Research and Multi-Asset Solutions here at WisdomTree. Together they discuss thematic investing and, in particular, the construction of a multi thematic exposure. (00:00) Introduction and disclaimer (01:48) Meet Pierre (03:41) Thematic Investing - More than just AI (10:18) How do the different thematic themes fit into portfolio construction? (26:03) The three steps in constructing a multi-thematic portfolio (31:12) Is there 'a right number' of themes to include in your portfolio? (35:55) Strategic vs. tactical - what are the rules of thumb? (44:29) Ideas that might benefit, both when looking at individual themes, or thinking of selecting a multi-theme portfolio. (55:36) What happens when you add thematics to more traditional or core oriented asset classes? (59:45) Disclaimer For EU Investors Only Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs