We look at some of the big developments in the thematic space in 2022, and consider what lies ahead.
Markets have been volatile in 2022, but how have thematic investments fared? And looking to 2023 and beyond, which thematic areas might take centre stage given technological developments, the geopolitical landscape and market forces?
Join Aude Martin and Tobias Merfeld from LGIM’s ETF investment team for a wide-ranging conversation on thematic investment this year, next year and beyond.
This episode is hosted by Harry Brooks, Content Manager.
You can listen to it on Apple Podcasts, Spotify and AudioBoom.
Sources:
- Cyber security spending forecast for 2023: https://www.cybersecuritydive.com/news/security-spending-balloons/634365/
- Battery demand forecast: https://source.benchmarkminerals.com/article/200-billion-needed-to-meet-battery-cell-demand-by-2030
- Renewable energy forecast: Bloomberg New Energy Finance, New Energy Outlook 2022
- Cloud protection forecasts: https://www.cybersecuritydive.com/news/security-spending-balloons/634365/
For professional investors only. Capital at risk.