Have you ever wondered if investing in emerging trends, like AI or green energy, could give you an edge? Are thematic investments a smart choice for long-term success? What are the potential pitfalls, and how can investors avoid them? In this episode, we explore these questions and more.
Keith Matthews and Marcelo Taboada examine the appeal of thematic investing, looking at why it draws investors in and why it may often fall short. They discuss findings from a recent Morningstar report that highlights the returns—and missed returns—associated with thematic strategies, shedding light on how timing and trends impact investors' outcomes.
Tune in to learn the do’s and don’ts of thematic investing and how a balanced approach can help you achieve your financial goals without chasing the latest investment craze.
Thank you for tuning in!
Key Topics:
And so much more!
Mentioned in this Episode:
Thanks for Listening!
Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at lawrence@tma-invest.com or 514-695-0096 ext.112.
Follow Tulett, Matthews & Associates on social media on LinkedIn, Facebook, and more!
