Thematic investing: A Transition to Sustainable Energy, Innovation and Smart Transportation
Podcast: Thematic investing – A Transition to Sustainable Energy, Innovation and Smart Transportation
[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
Websites: gafunds.com, smartetfs.com
Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/
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