Global lockdown orders over the past 18 months have reshaped consumers habits. From relying on online shopping for basic goods, using technology for human interactions, to witnessing humans impact on the environment, COVID-19 has opened pathways for investment themes that align with these changing times.
Thematic ETFs are capturing investors’ imaginations. They follow certain social, economic, corporate, demographic, and other themes that are becoming more popular as people start to believe in their growth.
In this week’s episode of Thematic Thursdays, we will be joined by asset managers who focus on consumer behaviour. The themes we will be exploring include:
• Cleaner Living
• Online shopping and retail industry
• Digital infrastructure and e-learning
For professional investors only. Capital at risk.