Thematic investing: A Transition to Sustainable Energy, Innovation and Smart Transportation

EXCELSIOR CAPITAL PRESENTS

Thematic investing: A Transition to Sustainable Energy, Innovation and Smart Transportation

Jim Atkinson is the founder of Guinness Atkinson Funds, and he has been instrumental in developing the company’s philosophy and in identifying the core themes of human progress and profound change.

Back to all Podcasts

Go Beyond Marketing and Create a Better Customer Experience

Podcast: Thematic investing – A Transition to Sustainable Energy, Innovation and Smart Transportation

Jim Atkinson is the founder of Guinness Atkinson Funds, and he has been instrumental in developing the company’s philosophy and in identifying the core themes of human progress and profound change. For Jim, there has never been a better time to be a human being, and this attitude shines through in everything he does.

Key Highlights

[00:01 – 12:53] What is Thematic Investing is

How thematic investing is a legitimate way to invest, despite early criticismSince 2000, Jim and his team have invested in Asia, focusing on China specifically
How China has been a motor for growth, with their strong work ethic, high education levels, and client savings rate

[12:54 – 20:22] How Innovation Became a Mega Trend

How there are certain people who are against innovationHow innovation led Jim to launch the Global Innovators Fund
Why valuation is very important

[20:23 – 41:10] Misconceptions People Have about Innovations

How innovation can be below the waterline
How companies use technology to give them a competitive edge
Why the infrastructure will come as the demand comes forward

[41:11 – 42:45] Closing Segment

Additional Links:

Twitter: @SmartETFs

Websites: gafunds.com, smartetfs.com

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/

The Ultimate Guide to Commercial Real Estate Investing

Learn everything you need to know to assess the benefits of a commercial real estate investment and make the best decisions to get started.

Navigating the Debasement Trade: Is Commercial Real Estate included?

Investors are exploring the debasement trade more closely which emphasizes owning assets such as gold and bitcoin that benefit from eroding fiat currencies and inflation.

Fed Balances Inflation and Labor Market Data, Cuts 25 Bps

For real estate investors, especially high-net-worth individuals, this bill introduces enhanced tax incentives, including 100% bonus depreciation and extended Opportunity Zone benefits.

One Big Beautiful Bill – What It Means for Your Real Estate Portfolio

For real estate investors, especially high-net-worth individuals, this bill introduces enhanced tax incentives, including 100% bonus depreciation and extended Opportunity Zone benefits.

Secondary Market Momentum: Industrial Assets as Institutional Goldmines

As institutional investors search for alpha in an increasingly competitive real estate landscape, secondary markets are emerging as strategic destinations for industrial investment.

Navigating Interest Rate Uncertainty: Strategies for Institutional Real Estate Joint Ventures (JVs)

The Federal Reserve’s 2025 policy will balance economic growth and inflation control. Factors influencing policy include tariff-driven inflation…

Trump’s Tariffs in 2025: A Game Changer for Industrial and Shallow Bay Real Estate?

As the U.S. economy adapts to a broad round of tariffs under the Trump administration in 2025, industrial (bulk and shallow bay) real estate are poised for significant changes.

Emerging Trends in Real Estate Investment for Institutional Portfolios

As the first few months of 2025 have shown, the real estate investment landscape for institutional portfolios is undergoing significant transformation.

Tax Season Preparation for Real Estate Investors

Whether you’re an individual filer, a business owner, or managing investments like real estate, proper preparation can help you maximize deductions and stay ahead of key deadlines.

Excelsior Capital Blogs, Webinars & News

Excelsior Capital

A real estate private equity firm that owns and operates high quality multi-tenant office assets in emerging secondary markets.

Excelsior Capital

104 Woodmont Blvd, Suite 120
Nashville, TN 37205



investors@excelsiorgp.com

Disclaimer: Under no circumstances should any information presented on this website be construed as an offer to sell, or solicitation of an offer to purchase any securities or other investments. This website does not contain the information that an investor should consider or evaluate to make a potential investment. Other materials related to investments in entities managed by Excelsior Capital are not available to the general public.