EPISODE · Jan 17, 2022 · 11 MIN
Thematic Investing - Buzzword Or The Real Deal?
from Financial Breakaway: Your Clear Path to Retirement · host Ryan Hitchcock
If you hear “Thematic Investing” these days it’s usually followed up by other terms like “innovation, disruption, next-gen, etc, etc”. Is that all Thematic investing is or is there more to the story? Media talks about it all day, some good talking points some bad; but why? Does this concept have a place in investment portfolios or is it just a buzzword of this point in time? I set out to answer just that and give my take on this trend and how I think the everyday person should view Thematic Investing. In the Thematic Investing Series to follow, I take a deeper dive into certain industries I like and think have potential to grow in the future. I wanted to go beyond the media headlines in the thematic investing world and learn what’s going on in these industries by actually talking with experts in that field, experts who are living and breathing in that industry every day. And that’s exactly what I did. Please visit www.rhitch.com/resources Ryan Hitchcock Financial Planner High Point Capital Group Direct: 414-253-4611 [email protected] Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. 1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
What this episode covers
If you hear “Thematic Investing” these days it’s usually followed up by other terms like “innovation, disruption, next-gen, etc, etc”. Is that all Thematic investing is or is there more to the story? Media talks about it all day, some good talking points some bad; but why? Does this concept have a place in investment portfolios or is it just a buzzword of this point in time? I set out to answer just that and give my take on this trend and how I think the everyday person should view Thematic Investing. In the Thematic Investing Series to follow, I take a deeper dive into certain industries I like and think have potential to grow in the future. I wanted to go beyond the media headlines in the thematic investing world and learn what’s going on in these industries by actually talking with experts in that field, experts who are living and breathing in that industry every day. And that’s exactly what I did. Please visit www.rhitch.com/resources Ryan Hitchcock Financial Planner High Point Capital Group Direct: 414-253-4611 [email protected] Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. 1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
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Thematic Investing - Buzzword Or The Real Deal?
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