Stocks & Markets Podcast: Thematic Investing 101
Let’s talk about thematic investing and how we use it, capturing multiyear structural changes evolving right around us.
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In this week’s Stocks & Markets podcast, we flip the script with TheStreet Pro Managing Editor Jason Meshnick leading a conversation with Pro Portfolio Manager Chris Versace about thematic investing.
While there are multiple views on what constitutes thematic investing, we discuss why thematic investing should center on capturing structural changes and the reason why high thematic purity is critical when assessing a company.
Because themes utilized by the Pro Portfolio are occurring and evolving around us, Chris explains how we collect data, signals, and other confirmation points in and around the world we live in to monitor those strategies.
