Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
Podcast: Thematic investing – a look back on 2022 and our longer-term outlook
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.
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