As geopolitical, demographic and technological shifts converge, understanding these four macro themes helps advisers build portfolios that are positioned not just for returns, but for relevance.
Thematic investing has long been a source of fascination for investors, offering the promise of outsized returns driven by major structural shifts. Yet, as three seasoned professionals—Jamie Nemtsas of Wattle Partners, Will Hamilton of Hamilton Wealth Partners, and Peter Johansson of JCE Advisory—discussed, the reality is far more complex.
