It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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Investing in the big stock market themes with ETFs | Ep.108
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Manage episode 411878863 series 2806295
Content provided by Investing, Markets and Money and The Armchair Trader. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investing, Markets and Money and The Armchair Trader or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Pierre Debru is back on the podcast to chat with host, Stuart Fieldhouse about the biggest market themes right now. Pierre talks about designing a portfolio with thematic ETFs while managing concentration risk. Pierre is the head of Quantitative Analysis and Multi-Asset Analysis at WisdomTree. 00:00 What is Multi-Thematic investing? 04:10 What themes have performed well lately? 08:41 What is the appeal of this type of investing? 10:51 How does WisdomTree designing these funds? 15:49 Is the ETF sector overweight in some themes? 16:29 How an investors build their own multi-thematic strategy? 21:41 Managing risk in portfolios 26:01 Concentration risk in the US stock market
…
continue reading
112 episodes
MP3•Episode home
Manage episode 411878863 series 2806295
Content provided by Investing, Markets and Money and The Armchair Trader. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investing, Markets and Money and The Armchair Trader or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Pierre Debru is back on the podcast to chat with host, Stuart Fieldhouse about the biggest market themes right now. Pierre talks about designing a portfolio with thematic ETFs while managing concentration risk. Pierre is the head of Quantitative Analysis and Multi-Asset Analysis at WisdomTree. 00:00 What is Multi-Thematic investing? 04:10 What themes have performed well lately? 08:41 What is the appeal of this type of investing? 10:51 How does WisdomTree designing these funds? 15:49 Is the ETF sector overweight in some themes? 16:29 How an investors build their own multi-thematic strategy? 21:41 Managing risk in portfolios 26:01 Concentration risk in the US stock market
…
continue reading
112 episodes
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