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Global Thematic Investing with ETFs - The 2022 Playbook

Released on Tuesday, January 11, 2022ETFs
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

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