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Global Thematic Investing with ETFs - The 2022 Playbook

Released on Tuesday, January 11, 2022•ETFs

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Our 2022 playbook session will focus on three main areas. First, the thematic investment implications of a macro backdrop featuring above trend growth supported by sustained negative real yields. Second, SPEED's impact on thematic investing be it Covid speed, Climate speed, or Analytical speed, and the powerful implications of convergence amongst all three. Third, our take on whether the late 2021 selling of thematics represents the start or the finish of a bear market before concluding with our favored themes and thematic ETFs for the year ahead.

Jay Pelosky

TPW Advisory, Founder and Principal

Forward looking and thematic, Jay Pelosky is the founder and principal at TPW Advisory where he leverages his proprietary work on the Tri Polar World (TPW) and Global Risk Nexus (GRN) to generate original, differentiated, and actionable investment advice, including his Model Portfolio Delivery Service (MPDS), for individual and institutional investors alike. Mr. Pelosky invests alongside his MPDS clients, investing his own capital in a global, multi asset, ETF based style for almost 20 years. He has over 30 years of multi-asset investment experience in roughly 50 countries. At Morgan Stanley, he was a top II ranked strategist in global asset allocation, global equity, and global emerging markets.