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Play Episode Listen Later Mar 22, 2023 6:36

As investors focus on the risks of debt, can Emerging Markets combat pressure from wide fiscal deficits? Global Head of Fixed Income and Thematic Research Michael Zezas, Global Head of EM Sovereign Credit Strategy Simon Waever and Global Economics Analyst Diego Anzoategui discuss.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Income and Thematic Research. Simon Waever: I'm Simon Waever, Morgan Stanley's Global Head of EM Sovereign Credit Strategy. Diego Anzoategui: And I'm Diego Anzoategui from the Global Economics Team. Michael Zezas: And on this special episode of Thoughts on the Market, we'll discuss how emerging markets are facing the pressures from rising debt levels and tougher external financing conditions. It's Wednesday, March 22nd at 10 a.m. in New York. Michael Zezas: The bank backdrop that's been unfolding over the last couple of weeks has led investors in the U.S. and globally to focus on the risks of debt right now. Emerging markets, which have seen sovereign debt levels rise in part due to the COVID pandemic, is one place where debt concerns are intensifying. But our economists and strategists here at Morgan Stanley Research believe this concern is overdone and that there might be opportunities in EM. Diego, can you maybe start by giving us a sense of where debt levels are in emerging markets, post-COVID, especially amidst rising interest rates globally? Diego Anzoategui: The overall EM debt to GDP ratio increased 11% from 2019, reaching levels above the 60% mark in 2022. Just a level, leveled by some economists, that's a warning sign because of its potential effects on the growth outlook. But without entering the debate on where this threshold is relevant or not, there is no doubt that the increase is meaningful and widespread because nearly every team has higher debt levels now. And broadly speaking, there are two factors explaining the rise in EM debt. The first one is a COVID, which was a hit on fiscal expenditure and revenues, overall. Many economies implemented expansionary fiscal policies and lockdowns caused depressed economic activity and lower fiscal revenues. The second one is the war in Ukraine, that caused a rise in oil and food commodity prices, hitting fiscals in economies with government subsidies to energy or food. Michael Zezas: And, Simon, while most emerging markets continue to have fiscal deficits wider than their pre-COVID trends, you argue that there's still a viable path to normalization against the backdrop of global economic conditions. What are some risks to this outlook and what catalysts and signposts are you watching closely? Simon Waever: Sure. I'm looking at three key points. First, the degree of fiscal adjustment. I think markets will reward those countries with a clear plan to return to pre-pandemic fiscal balances. That's, of course, easier said than done, but at least for energy exporters, it is easier. Second market focus will also be on the broader policy response. Again, I think markets will reward reforms that help boost growth, and inbound investment. It's also important as central banks respond to the inflation concerns, which for the most part they have done. And then I think having a strong sustainability plan also increasingly plays a role in achieving both more and cheaper financing. Third and lastly, we can't avoid talking about the global financial conditions. While, of course that's not something individual countries can control, it does impact the availability and cost of financing. In 2022, that was very difficult, but we do expect 2023 to be more supportive for EM sovereigns. Michael Zezas: And with all that said, you believe there may be some opportunities in emerging markets. Can you walk us through your thinking there? Simon Waever: Right. So building on all the work Diego and his team did, we think solvency is actually okay for the majority of the asset class, even if it has worsened compared to pre-COVID. Liquidity is instead the weak spot. So, for instance, some countries have lost access to the market and that's been a key driver of why sovereign defaults have picked up already. But looking ahead, three points are worth keeping in mind. One, 73% of the asset class is investment grade or double B rated, and they do have adequate liquidity. Two, for the lower rated countries valuations have already adjusted. For instance, if I look at the probability of default price for single B's, it's around double historical levels already. And then three, positioning to EM is very light. It actually has been for the last three years. So these are all reasons why we're more upbeat on EM longer term, even if near-term, it'll be driven more by a broader risk appetite. Michael Zezas: And Simon, what happens to emerging markets if, say, developed market interest rates move far beyond current expectations and what we in Morgan Stanley research are currently forecasting? Simon Waever: In short, it would be very difficult for EM and I would say especially high yield to handle another significant move higher in either U.S. yields or the U.S. dollar. As I mentioned earlier, market access for single B's needs to return at some point in 2023 as countries already drew down on alternative funding sources. And even within the IG universe, it would make debt servicing costs much higher. Michael Zezas: And Diego, when you look beyond 2023, what are you focused on from an economics perspective? Diego Anzoategui: Beyond 2023, we're going to focus on fiscal balances mainly. The expenditure side of the equation has broadly normalized after COVID. So it's currently at pre-COVID levels. But the revenue side of the economy is lagging, so its revenues are below pre-COVID trends. So we're going to be focused on the economic cycle to check where revenue picks up again to pre-COVID levels. Michael Zezas: And, last question Simon, which countries within emerging markets are you watching particularly closely? Simon Waever: So overall, the investment grade and double B rated countries are largely priced for a more benign outlook already, which we agree with. But I would highlight Brazil as an exception, as one place that's not pricing the fiscal risks ahead. For the lower rated credits, I would highlight Egypt, Nigeria and Kenya as key countries to watch. They are large index constituents, still have relatively high prices and they all have upcoming maturities. Pakistan and Tunisia are at even higher risk of being the next countries to see a missed payment, but the difference here is that they're also priced much more conservatively. Michael Zezas: Well, Simon, Diego, thanks for taking the time to talk. Simon Waever: Great speaking with you, Mike. Diego Anzoategui: Great talking to you, Mike. Michael Zezas: As a reminder, if you enjoy Thoughts on the Market, please take a moment to rate and review us on the Apple Podcasts app. It helps more people find the show.

Season 3 Episode 8: Macro Events and Investment Thematics with Hicham Hajhamou

Real Estate Nerds

Play Episode Listen Later Mar 17, 2023 14:42

#161 - Jay Jacobs - BlackRock's 2023 Thematic Outlook

Play Episode Listen Later Mar 9, 2023 49:28

Get Opto's best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterPlease welcome Jay Jacobs, U.S. Head of Thematics and Active Equity ETFs at BlackRock where he's responsible for the research and development of the Megatrends suite, driving commercialization of these products, as well as managing product sales and marketing for the Megatrend franchise. Jay is also responsible for BlackRock's active equity and international ETF suites.Previously, Jay joined Global X ETFs in 2013 and founded the firm's Research and Strategy team, which originates the firm's insights on markets and ETFs. Prior to joining Global X, Jay was a business analyst at the New York Stock Exchange (NYSE) in the ETF and Indexing Group.Jay is a frequently cited expert and has appeared on prestigious publications such as CNBC, Bloomberg, and The Wall Street Journal, among others. In this interview, we discuss Jay's 2023 thematic outlook. Is 2023 the year that investors will need to rethink growth? Enjoy@JayJacobsCFAishares.com/us/products/etf-investmentsishares.com/us/insights/2023-thematic-outlookThanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

End-of-Year Encore: Global Thematics - What's Behind India's Growth Story?

Play Episode Listen Later Dec 29, 2022 7:31

Original Release on December 7th, 2022: As India enters a new era of growth, investors will want to know what's driving this growth and how it may create once-in-a-generation opportunities. Head of Global Thematic and Public Policy Research Michael Zezas and Chief India Equity Strategist Ridham Desai discuss.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Head of Global Thematic and Public Policy Research. Ridham Desai: And I'm Ridham Desai, Morgan Stanley's Chief India Equity Strategist. Michael Zezas: And on this special episode of Thoughts on the Market, we'll discuss India's growth story over the next decade and some key investment themes that global investors should pay attention to. It's Wednesday, December 7th, at 7 a.m. in New York. Michael Zezas: Our listeners are likely well aware that over the past 25 years or so, India's growth has lagged only China's among the world's largest economies. And here at Morgan Stanley, we believe India will continue to outperform. In fact, India is now entering a new era of growth, which creates a once in a generation shift in opportunities for investors. We estimate that India's GDP is poised to more than doubled to $7.5 trillion by 2031, and its market capitalization could grow 11% annually to reach $10 trillion. Essentially, we expect India to drive about a fifth of global growth in the coming decade. So Ridham, what in your view are the main drivers behind India's growth story? Ridham Desai: Mike, the full global trends of demographics, digitalization, decarbonization and deglobalization that we keep discussing about in our research files are favoring this new India. The new India, we argue, is benefiting from three idiosyncratic factors. The first one is India is likely to increase its share of global exports thanks to a surge in offshoring. Second, India is pursuing a distinct model for digitalization of its economy, supported by a public utility called India Stack. Operating at population scale India stack is a transaction led, low cost, high volume, small ticket size system with embedded lending. The digital revolution has already changed the way India handles documents, the way it invests and makes payments and it is now set to transform the way it lends, spends and ensures. With private credit to GDP at just 57%, a credit boom is in the offing, in our view. The third driver is India's energy consumption and energy sources, which are changing in a disruptive fashion with broad economic benefits. On the back of greater access to energy, we estimate per capita energy consumption is likely to rise by 60% to 1450 watts per day over the next decade. And with two thirds of this incremental supply coming from renewable sources, well in short, with this self-help story in play as you said, India could continue to outperform the world on GDP growth in the coming decade. Michael Zezas: So let's dig into some of the specifics here. You mentioned the big surge in offshoring, which has resulted in India's becoming "the office of the world". Will this continue long term? Ridham Desai: Yes, Mike. In the post-COVID environment, global CEOs appear more comfortable with work from home and also work from India. So the emergence of distributed delivery models, along with tighter labor markets globally, has accelerated outsourcing to India. In fact, the number of global in-house captive centers that opened in India over the past two years was double of that in the prior four years. During the pandemic years, the number of people employed in this industry in India rose by almost 800,000 to 5.1 million. And India's share in global services trade rose by 60 basis points to 4.3%. In the coming decade we think the number of people employed in India for jobs outside the country is likely to at least double to 11 million. And we think that global spending on outsourcing could rise from its current level of U.S. dollar 180 billion per year to about 1/2 trillion U.S. dollars by 2030. Michael Zezas: In addition to being "the office of the world", you see India as a "factory to the world" with manufacturing going up. What evidence are we seeing of India benefiting from China moving away from the global supply chain and shifting business activity away from China? Ridham Desai: We are anticipating a wave of manufacturing CapEx owing to government policies aimed at lifting corporate profits share and GDP via tax cuts, and some hard dollars on the table for investing in specific sectors. Multinationals are more optimistic than ever before about investing in India, and that's evident in the all-time high that our MNC sentiment index shows, and the government is encouraging investments by building both infrastructure as well as supplying land for factories. The trends outlined in Morgan Stanley's Multipolar World Thesis, a document that you have co authored, Mike, and the cheap labor that India is now able to offer relative to, say, China are adding to the mix. Indeed, the fact is that India is likely to also be a big consumption market, a hard thing for a lot of multinational corporations to ignore. We are forecasting India's per capita GDP to rise from $2,300 USD to about $5,200 USD in the next ten years. This implies that India's income pyramid offers a wide breadth of consumption, with the number of rich households likely to quintuple from 5 million to 25 million, and the middle class households more than doubling to 165 million. So all these are essentially aiding the story on India becoming a factory to the world. And the evidence is in the sharp jump in FDI that we are already seeing, the daily news flows of how companies are ramping up manufacturing in India, to both gain access to its market and to export to other countries. Michael Zezas: So given all these macro trends we've been discussing, what sectors within India's economy do you think are particularly well-positioned to benefit both short term and longer term? Ridham Desai: Three sectors are worth highlighting here. The coming credit boom favors financial services firms. The rise in per capita income and discretionary income implies that consumer discretionary companies should do well. And finally, a large CapEx cycle could lead to a boom for industrial businesses. So financials, consumer discretionary and industrials. Michael Zezas: Finally, what are the biggest potential impediments and risks to India's success? Ridham Desai: Of course, things could always go wrong. We would include a prolonged global recession or sluggish growth, adverse outcomes in geopolitics and/or domestic politics. India goes to the polls in 2024, so another election for the country to decide upon. Policy errors, shortages of skilled labor, I would note that as a key risk. And steep rises in energy and commodity prices in the interim as India tries to change its energy sources. So all these are risk factors that investors should pay attention to. That said, we think that the pieces are in place to make this India's decade.Michael Zezas: Ridham, thanks for taking the time to talk. Ridham Desai: Great speaking with you, Mike. Michael Zezas: As a reminder, if you enjoy Thoughts on the Market, please take a moment to rate and review us on the Apple Podcast app. It helps more people find the show.

Global Thematics: A Breakthrough in Nuclear Fusion

Play Episode Listen Later Dec 20, 2022 8:04

With the recent breakthrough in fusion energy technology, the debate around the feasibility of nuclear fusion as a commercialized energy source may leave investors wondering, is it a holy grail or a pipe dream? Global Head of Sustainability Research and North American Clean Energy Research Stephen Byrd and Head of Thematic Research in Europe Ed Stanley discuss.----- Transcript -----Stephen Byrd: Welcome to Thoughts on the Market. I'm Stephen Byrd, Morgan Stanley's Global Head of Sustainability Research and North American Clean Energy Research. Ed Stanley: And I'm Ed Stanley, Morgan Stanley's Head of Thematic Research in Europe. Stephen Byrd: And on the special episode of Thoughts on the Market, we'll discuss the potential of nuclear fusion technology in light of a key recent breakthrough in the space. It's Tuesday, December 20th, at 10 a.m. in New York. Ed Stanley: And 2 p.m. in London. Stephen Byrd: Ed, you recently came to this podcast to discuss your team's work on "Earthshots", technologies that can accelerate the pace of decarbonization and mitigate some of the climate change that's occurring as a result of greenhouse gas emissions, trapping the sun's heat. In a sense, Earthshots can be defined as urgent solutions to an intensifying climate crisis and nuclear fusion as one of these potential radical decarbonization technologies. So, Ed, I wondered if you could just start by explaining how nuclear fusion fits into your excellent Earthshots framework. Ed Stanley: Absolutely. So in Earthshots we laid out six technologies we thought could be truly revolutionary and changed the course of decarbonization. Three of those were environmental and three were biological innovations. In order of investability, horizon carbon capture was first, smart grids were next, and then further out was nuclear fusion on the environmental side. In early December the U.S. Department of Energy announced the achievement of fusion ignition at the Lawrence Livermore National Laboratory. So Steve, passing back to you, can you give us a sense of why this was considered such an important moment? Stephen Byrd: Yeah Ed, you know, as you mentioned, ignition was achieved at the government lab. And this is very exciting because this shows the potential for fusion to create net energy as a result of achieving fusion. So essentially what happened was two megajoules of energy went into the process of creating the ignition, and three megajoules of energy were produced as a result. So a very exciting development. But as we'll discuss, a lot of additional milestones yet to achieve. Ed Stanley: And there's been significant debates around nuclear fusion in recent days caused by this. And from the perspective of a seasoned utilities analyst, but also with your ESG hat on, is fusion the Holy Grail it's often touted to be, or do you think it's more of a pipe dream? And compared to nuclear fission, how much of a step change would it be? Stephen Byrd: You know, that's a fascinating question in terms of the long term potential of fusion. I do see immense long term potential for fusion, but I do want to emphasize long term. I think, again, we have many steps to achieve, but let's talk fundamentally about what is so exciting about fusion energy. The first and foremost is abundant energy. As I mentioned, you know, small amount of energy in produces a greater amount of energy out, and this can be scaled up. And so this could create plentiful energy that's exciting. It's no carbon dioxide, that's also very exciting. No long live radioactive waste, add that to the list of exciting things. A very limited risk of proliferation, because fusion does not employ fissile materials like uranium, for example. So tremendous potential, but a long way to go likely until this is actually put into the field. So in the meantime, we have to be looking to other technologies to help with the energy transition. So Ed, just building on what we're going to really need to achieve the energy transition and thinking through the development of fusion, what are some of the upcoming milestones and technology advancements that you're thinking about for the development and deployment of fusion energy? Ed Stanley: The technology milestones to watch for, I think, are generally known and ironically, actually relatively simple for this topic. We need more power out than in, and we need more controlled energy output, and certain technology breakthroughs can help with that. But we also need more time, more money, more computation, more facilities with which to try this technology out. But importantly, I think the next ten years is going to look very different from the last ten years in terms of these milestones and breakthroughs. I think that's going to be formed by four different things: the frequency, geographically, disciplinary and privately. And by those I mean on frequency it took about 25 years for JET in 2020 to break its own output record that it set in 1995. And then all of a sudden in 2021, 22, we saw four more notable records broken. Geographically, two of those records broken were in China, which is incredibly interesting because it shows that international competition is clearly on the rise. Third, we're seeing interdisciplinary breakthroughs to your point on integrating new types of technology. And finally, the emergence of increasingly well-funded private facilities. And this public private competition can and should accelerate the breakthroughs occurring in unexpected locations. But Stephen, I suppose if we cut to the chase on the when, how long do you think commercial scale fusion will take to come to fruition? Stephen Byrd: You know, it's a great question Ed. I think the Department of Energy officials that gave the press release on this technology development highlighted some of the challenges ahead. Let me talk through three big technology challenges that will need to be overcome. The first is what I think of as sort of true net energy production. So I mentioned before that it just took two mega jewels to ignite the fuel and then the output was three megajoules. That's very exciting. However, the total energy needed to power the lasers was 300 megajoules, so a massive amount. So we need to see tremendous efficiency improvements, that's the first challenge. The second challenge would be what we think of as repeatable ignition. That relates to creating a consistent, stable set of fusion, which to date has not been possible. Lastly, for Tokamak Technologies, Tokamaks are essentially magnetic bottles. The crucial element for commercialization is making these high temperature superconducting magnets stronger. That would enable everything else to be smaller and that would lead to cost improvements. So I think we have a long way to go. So Ed, just building on that idea of commercialization, you know, with the economics of fusion technologies looking more attractive now than previously given this breakthrough that we've seen at the U.S. DOE lab, what's happening on the policy and regulatory side. Do you see support for nuclear fusion? And if you do, in which countries do you see that support? Ed Stanley: I mean, it's a great question. And governments and electorates around the world, particularly in Europe, where I'm sitting, have what can only be described as a complicated relationship with nuclear energy. But on support for fusion broadly, yes, I think there is tentative support. It depends on the news flow and I think excitement last week shows exactly that. But personally, I think we are still too early to worry too much about policy and regulation. In simple terms, you can't actually regulate and promote and subsidize something where the technology isn't actually ready yet, which is part of the point you've made throughout. But that question also reminds me of a time about 15 years ago when I received national security clearance to visit the U.K.'s Atomic Energy Authority in Europe. And at that time, they were the clear global leader in fusion research. Obviously, that was hugely exciting as a young teenager. But something that the lead scientist said to me at that point struck me and it remains true today, that no R&D project on the planet receives as much funding relative to its frequency of breakthroughs as Fusion does. Which tells you just how committed that governments and now corporates around the world are in trying to unlock carbon free nuclear waste, free energy. But as you have said, quite rightly, that has taken and it will continue to take patience. Stephen Byrd: That's great. Ed, thanks for taking the time to talk. Ed Stanley: It's great speaking with you, Stephen. Stephen Byrd: As a reminder, if you enjoy Thoughts on the Market, please take a moment to rate and review us on the Apple Podcasts app. It helps more people to find the show.

Global Thematics: Earthshots Take on Climate Change

Play Episode Listen Later Dec 14, 2022 9:20

While “Moonshots” attempt to address climate concerns with disruptive technology, more immediate solutions are needed, so what are “Earthshots”? And which ones should investors pay attention to? Head of Global Thematic and Public Policy Research Michael Zezas and Head of Thematic Research in Europe Ed Stanley discuss.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Head of Global Thematic and Public Policy Research. Ed Stanley: And I'm Ed Stanley, Morgan Stanley's Head of Thematic Research in Europe. Michael Zezas: And on this special episode of Thoughts on the Market, we'll discuss the potential of "Earthshots" as an investment theme in the face of intensifying climate concerns. It's Wednesday, December 14th, at 10 a.m. in New York. Ed Stanley: And 3 p.m. in London. Michael Zezas: While climate continues to be a key political and economic debate, it's clear we're moving into a new phase of climate urgency. There's a significant mismatch between the pace of climate technology adoption, and the planet's need for those solutions. Here at Morgan Stanley we've done work around "Moonshots", ambitious and radical solutions to seemingly insurmountable problems using disruptive technology. There are some big hurdles with moonshots, however. First, they require significant political support. Also, the process of gradual, iterative decarbonization technology adoption will occur more slowly than investors expect. Given this backdrop, there's a growing need for urgent solutions. Enter what we call "Earthshots". Michael Zezas: Ed, can you maybe start by explaining what Earthshots are and what the framework for identifying these Earthshots is relative to Moonshots? Ed Stanley: So a Moonshot is an early stage technology with high uncertainty, but also high potential to solve a very difficult problem. And for Moonshots, the key investments are in R&D and proof of concept. An Earthshot, on the other hand, is more of a middle stage technology with generally lower uncertainty, proven potential and Earthshots the key investment here is really around scaling the technology quickly and cheaply. And Earthshots are more radical alternatives to otherwise slow and steady status quo in the decarbonization world. And we think about them broadly in two sets. Some are nearer term decarbonization accelerants, and others are longer term warming mitigations and adaptations. And I guess we can get into a bit more detail on examples in a minute. But to your question on frameworks, it's exactly the same framework that we used in Moonshots, and that is academia, patenting, venture capital and then public markets. Academia around breaking new ground and how quickly that's happening. Patenting to protect that intellectual property. Then venture steps in to provide some proof of concept for that idea. And then public investment is typically needed to scale it. And you can track almost any invention over time using that sequence of events all the way back to the patent for the light bulb in 1880, all the way up to carbon capture today. Michael Zezas: Ed, what types of specific problems are Earthshots trying to solve, and which ones should investors pay particular attention to, both near-term and longer term? Ed Stanley: So if you look at the nearly 40 billion tonnes of carbon dioxide emissions that we put into the atmosphere every year and you split it by industry, our Earthshot technologies catered to over 80% of those emissions. Be it electrification, manufacturing, food emissions, there's a radical Earthshot technology for decarbonizing each of those. But if we break them down into two categories, we have environmental Earthshots and biological Earthshots. On the environmental side, we have carbon capture, smart grids, fusion energy. And on the biological, we have cell based meat, synthetic biology and disease re-engineering. If we go into a bit more detail on the environmental Earthshots, there's been a lot of noise in fusion in recent days. But I think carbon capture for now is where investors need to focus. And for those thinking how is carbon capture an Earthshot, we've been hearing about this technology for years now, well, the unit economics and tech maturity are only really now getting to that critical balance where it can scale. And the 21 facilities globally that are doing this only capture around 0.1% of global emissions. The largest project in Iceland annually captures around 3 seconds worth of global emissions. So we're still very early days and it's all about scale, scale, scale now. On the biological side, I think the $4 trillion TAM in synthetic biology, which is the harnessing of biology and molecules to create net carbon negative products, is truly fascinating. But the one that piqued my interest the most doing this research, and has actually seen comparatively negligible funding is disease re-engineering. And if the planet does continue to warm, despite our best efforts in decarbonizing and carbon capture, then another 720 million people by 2050 will be in zones that are susceptible to malaria, mainly in Europe and the U.S. And companies using gene editing are having great success. There's a 99.9% efficiency and efficacy of wiping out malaria in the zones that these trials have taken place. Perhaps less pressing immediately than carbon capture, but from a social perspective, with half a million people dying per year from malaria and that number set to grow if warming grows, I don't think it's a theme that investors can ignore for very much longer. Michael Zezas: Got it. And Ed, it's often said that each decade has one investment theme that outpaces others. And while this decade's in its early innings, there's several contenders. There's the new commodity supercycle, there's digitalized assets and cybersecurity. Another theme in the running is Clean Transition Technologies. How does Earthshots fit into the investment megatrends for the next decade? Ed Stanley: I mean, that's absolutely fair. Markets move in ebbs and flows of macro themes and micro themes being the winning investment each decade. We had gold in the seventies, oil in the 2000, and then interspersed with that Japanese equities and U.S. Tech in the eighties and nineties respectively. And we do appreciate it's rare when you look back in time for hard assets, which clean tech and Earthshot technologies typically are, for hard assets to win that secular theme crown, so to speak. But we're already seeing a changing of the guards in private markets away from long secular bets on technology, SAS, fintech towards hard assets and security infrastructure. So that is the shift in investing from bits to atoms, which is well underway. And that's happening because not since the Industrial Revolution really have we been so uniformly mobilized to transition to a new paradigm in such a short space of time. But opposing that, I guess we should ask where could we be wrong? Well, for climate tech to be the winning investment trade of the next ten years, the irony is that this trade no longer lies in the tech proving itself necessarily or reaching cost parity. I think we've done that in many cases, that is in the bag. The success or otherwise of this being the secular investment theme for the 2020s will lie much more in reducing permitting bottlenecks, for example, and skills bottlenecks around the installation of some of this Earthshot technology. And that, too, actually is where investors can find opportunities in vast reskilling that's needed. But on balance, yes, this, in my view anyway, is the secular trade of the next decade. Michael Zezas: And you've argued that a challenging macro environment is precisely the time to dig into Moonshots. It seems that would even be truer of Earthshots, would you agree? Ed Stanley: I think that's a reasonable assumption, yes. If you look at companies over time, over 30% of Fortune 500 companies were founded during recession years, and many more of those were founded coming out of recessions as well. And crudely, the reasons are twofold. One, product market fit and unit economics have to be ideal in a downturn when you have consumers feeling the pinch and business customers reining back on spending. But secondly, investors pull back on their duration and risk appetite, clearly, and capital becomes more concentrated, and the R&D bang for your buck you get in downturns, ironically, is better. But when you add on to that current stimulus packages like the IRA in the US, you have all of the component parts you need for innovation breakthrough. And I would actually stress even more simply, we need some of these breakthroughs, more physical world breakthroughs than digital ones. Because without these breakthroughs, we simply won't have enough lithium for the EV rollout, for example, we'll be 22% light. It's not just will this happen in a downturn, it has to happen in a downturn, irrespective of the macro. So, yes, now I think is an excellent time to be looking at Earthshots and not simply just at the peak of frothy markets. Michael Zezas: Well, Ed, thanks for taking the time to talk. Ed Stanley: It's great speaking with you, Mike. Michael Zezas: As a reminder, if you enjoy Thoughts on the Market, please take a moment to rate and review us on the Apple Podcasts app. It helps more people find the show.

Global Thematics: What's Behind India's Growth Story?

Play Episode Listen Later Dec 7, 2022 7:21

As India enters a new era of growth, investors will want to know what's driving this growth and how it may create once-in-a-generation opportunities. Head of Global Thematic and Public Policy Research Michael Zezas and Chief India Equity Strategist Ridham Desai discuss.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Head of Global Thematic and Public Policy Research. Ridham Desai: And I'm Ridham Desai, Morgan Stanley's Chief India Equity Strategist. Michael Zezas: And on this special episode of Thoughts on the Market, we'll discuss India's growth story over the next decade and some key investment themes that global investors should pay attention to. It's Wednesday, December 7th, at 7 a.m. in New York. Michael Zezas: Our listeners are likely well aware that over the past 25 years or so, India's growth has lagged only China's among the world's largest economies. And here at Morgan Stanley, we believe India will continue to outperform. In fact, India is now entering a new era of growth, which creates a once in a generation shift in opportunities for investors. We estimate that India's GDP is poised to more than doubled to $7.5 trillion by 2031, and its market capitalization could grow 11% annually to reach $10 trillion. Essentially, we expect India to drive about a fifth of global growth in the coming decade. So Ridham, what in your view are the main drivers behind India's growth story? Ridham Desai: Mike, the full global trends of demographics, digitalization, decarbonization and deglobalization that we keep discussing about in our research files are favoring this new India. The new India, we argue, is benefiting from three idiosyncratic factors. The first one is India is likely to increase its share of global exports thanks to a surge in offshoring. Second, India is pursuing a distinct model for digitalization of its economy, supported by a public utility called India Stack. Operating at population scale India stack is a transaction led, low cost, high volume, small ticket size system with embedded lending. The digital revolution has already changed the way India handles documents, the way it invests and makes payments and it is now set to transform the way it lends, spends and ensures. With private credit to GDP at just 57%, a credit boom is in the offing, in our view. The third driver is India's energy consumption and energy sources, which are changing in a disruptive fashion with broad economic benefits. On the back of greater access to energy, we estimate per capita energy consumption is likely to rise by 60% to 1450 watts per day over the next decade. And with two thirds of this incremental supply coming from renewable sources, well in short, with this self-help story in play as you said, India could continue to outperform the world on GDP growth in the coming decade. Michael Zezas: So let's dig into some of the specifics here. You mentioned the big surge in offshoring, which has resulted in India's becoming "the office of the world". Will this continue long term? Ridham Desai: Yes, Mike. In the post-COVID environment, global CEOs appear more comfortable with work from home and also work from India. So the emergence of distributed delivery models, along with tighter labor markets globally, has accelerated outsourcing to India. In fact, the number of global in-house captive centers that opened in India over the past two years was double of that in the prior four years. During the pandemic years, the number of people employed in this industry in India rose by almost 800,000 to 5.1 million. And India's share in global services trade rose by 60 basis points to 4.3%. In the coming decade we think the number of people employed in India for jobs outside the country is likely to at least double to 11 million. And we think that global spending on outsourcing could rise from its current level of U.S. dollar 180 billion per year to about 1/2 trillion U.S. dollars by 2030. Michael Zezas: In addition to being "the office of the world", you see India as a "factory to the world" with manufacturing going up. What evidence are we seeing of India benefiting from China moving away from the global supply chain and shifting business activity away from China? Ridham Desai: We are anticipating a wave of manufacturing CapEx owing to government policies aimed at lifting corporate profits share and GDP via tax cuts, and some hard dollars on the table for investing in specific sectors. Multinationals are more optimistic than ever before about investing in India, and that's evident in the all-time high that our MNC sentiment index shows, and the government is encouraging investments by building both infrastructure as well as supplying land for factories. The trends outlined in Morgan Stanley's Multipolar World Thesis, a document that you have co authored, Mike, and the cheap labor that India is now able to offer relative to, say, China are adding to the mix. Indeed, the fact is that India is likely to also be a big consumption market, a hard thing for a lot of multinational corporations to ignore. We are forecasting India's per capita GDP to rise from $2,300 USD to about $5,200 USD in the next ten years. This implies that India's income pyramid offers a wide breadth of consumption, with the number of rich households likely to quintuple from 5 million to 25 million, and the middle class households more than doubling to 165 million. So all these are essentially aiding the story on India becoming a factory to the world. And the evidence is in the sharp jump in FDI that we are already seeing, the daily news flows of how companies are ramping up manufacturing in India, to both gain access to its market and to export to other countries. Michael Zezas: So given all these macro trends we've been discussing, what sectors within India's economy do you think are particularly well-positioned to benefit both short term and longer term? Ridham Desai: Three sectors are worth highlighting here. The coming credit boom favors financial services firms. The rise in per capita income and discretionary income implies that consumer discretionary companies should do well. And finally, a large CapEx cycle could lead to a boom for industrial businesses. So financials, consumer discretionary and industrials. Michael Zezas: Finally, what are the biggest potential impediments and risks to India's success? Ridham Desai: Of course, things could always go wrong. We would include a prolonged global recession or sluggish growth, adverse outcomes in geopolitics and/or domestic politics. India goes to the polls in 2024, so another election for the country to decide upon. Policy errors, shortages of skilled labor, I would note that as a key risk. And steep rises in energy and commodity prices in the interim as India tries to change its energy sources. So all these are risk factors that investors should pay attention to. That said, we think that the pieces are in place to make this India's decade.Michael Zezas: Ridham, thanks for taking the time to talk. Ridham Desai: Great speaking with you, Mike. Michael Zezas: As a reminder, if you enjoy Thoughts on the Market, please take a moment to rate and review us on the Apple Podcast app. It helps more people find the show.

Talking Thematics – Q4 Investment Themes update: China renewables a bright spot

Play Episode Listen Later Oct 10, 2022 8:34

In this edition of Talking Thematics, Audrey speaks to Qi Xiu on our latest Q4 Thematic Update, how our Climate themes are expected benefit from the US Inflation Reduction Act, the outlook on China's renewable sector and our decision to close the Cybersecurity theme. Speakers:Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankQi Xiu Tay, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

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Suit of Pentacles Thematics

suit pentacles collective reading thematics

Play Episode Listen Later Aug 1, 2022 27:43

This week we close out our conversation on the thematics of each suit by deep diving into the Suit of Pentacles! At the end, we of course have the Collective Reading. For more content, please check out our Patreon: www.patreon.com/awakenedtarot

Suit of Swords Thematics

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Play Episode Listen Later Jul 25, 2022 16:20

Join me as we unpack a suitcase of swords! Jokes aside, Gabriel said he really liked this episode. Love a good review from our fave bearded bald man! As always, hang after for the Collective Reading! For more content, check out our Patreon: www.patreon.com/awakenedtarot

Suit of Cups Thematics

Play Episode Listen Later Jul 18, 2022 15:21

This week we break down the themes in the Suit of Cups and talk about why it comes after the Suit of Wands, and how that helps us discover ourselves as well as peak behind the veil. Hang after for the Collective reading! For more content, check out out Patreon: www.patreon.com/awakenedtarot

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Suit of Wands Thematics

suit wands collective reading thematics

Play Episode Listen Later Jul 13, 2022 20:31

This week I am going over a request I got in my inbox recently! So happy to go over the different themes the Suit of Wands contain! After I talk fire, hang with me for the Collective Reading! For more content, check out our Patreon: www.patreon.com/awakenedtarot

Big Tech's Latest Plans, Emerging Trends To Watch

Motley Fool Money

Play Episode Listen Later Jul 8, 2022 40:04

As U.S. job growth continues, the biggest tech companies plot their next moves. (0:30) Maria Gallagher and Jason Moser discuss: - June's jobs report, falling gas prices, and the shifting employment landscape - Apple and Google looking to monetize the lock screen of your phone - Meta Platforms planning to launch a $1,000 VR headset - A big rationale for Levi's dividend increase - The latest from Amazon, Upstart Holdings, and GameStop (20:17) Rachel Warren talks with Jay Jacobs, U.S. Head of Thematics and Active Equity ETFs at BlackRock, about the trends he and his team are watching in infrastructure, emerging markets, and healthcare. (33:33) Maria and Jason answer a listener's question about Warner Bros Discovery, and share two stocks on their radar: Paycom and Procore Technologies. Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy by going to http://fool.com/starterkit Stocks discussed on the show: UPST, AMZN, JET, DASH, META, AAPL, GOOG, GOOGL, TWTR, GME, LEVI, WBD, PAYC, PCOR Host: Chris Hill Guests: Maria Gallagher, Jason Moser, Rachel Warren, Jay Jacobs Engineer: Dan Boyd

Jamie Hannah - VanEck | Gaming Esport and Clean Energy ETFs

ETFs for Beginners

Play Episode Listen Later Jun 21, 2022 25:54

Jamie Hannah is the Deputy Head of Investments and Capital Markets at VanEck Australia. He currently manages 28 Exchange Traded Funds (ETF's) with more than $9 billion under management. We spoke about 2 VanEck thematic ETFs - Esports and Gaming (ASX:ESPO), and Clean Energy (ASX:CLNE). "There are over 3 billion gamers in the world, generating $180 billion in revenue. The movie industry globally only generated a $100 billion and the music industry around $40 to 50 billion." But he also warns that "Thematics should only be a small portion of anyone's portfolio. You may make some good money out of it, but it should never be the backbone of any long-term planning" because "Long-term wealth is all about long-term investment in good quality companies over a longer period of time."Clean Energy ETF trades under the code CLNE, and Esports and Gaming is trading under the code ESPO. Find out more at: https://www.vaneck.com.au/ETFs for Beginners is proudly brought to you by Pearler and the Shares for Beginners Podcast. Pearler is a wealth management platform where you can invest in shares and ETFs and also micro-invest. You can set up your goals, track all your accounts in one place and set and forget using auto-invest. Sign up at https://pearler.com/ and use the promo code "community" for a $10 brokerage credit toward your first investment.Shares for Beginners is a podcast where Phil interviews industry experts to find out how the market works while trying to manage risk and emotions. Let's learn together: https://www.sharesforbeginners.com/ETFs for Beginners is for information and educational purposes only. It isn't financial advice, and you shouldn't buy or sell any investments based on what you've heard here. Any opinion or commentary is the view of the speaker only not ETFs for Beginners. This podcast doesn't replace professional advice regarding your personal financial needs, circumstances or current situation. See acast.com/privacy for privacy and opt-out information.

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Talking Thematics: A special episode with Henrik Fisker, CEO and founder of Fisker Inc

Play Episode Listen Later Jun 10, 2022 15:57

Audrey Goh talks to Henrik Fisker, CEO and founder of Fisker Inc, an electric vehicle (EV) producer to discuss the outlook for the electric vehicles industry, his journey in setting up the business and decarbonising his supply chain along the way. We also discuss lessons learnt from his earlier failures and successes in this business. Speakers:Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankHenrik Fisker, CEO and Founder, Fisker IncFor more of our latest market insights, visit Market views on-the-go.

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#119 - Jay Jacobs - The Great Acceleration: 3 Permanent Transformations Unlocking Exponential Growth

Play Episode Listen Later Jun 9, 2022 45:01

Hello everyone, I'm Ed Gotham, and welcome to Opto Sessions where we interview the top investors from around the world uncovering their secrets to success. Today, I have the pleasure of welcoming back Jay Jacobs, the U.S. Head of Thematics and Active Equity ETFs at BlackRock. Here one of Jay's main priorities is leading on the research and development of the Megatrends suite of active and index-based thematic ETFs. Previously, Jay was SVP and head of research & development at Global X ETFs, a leader in the thematic ETF space. In this interview, we discuss the great acceleration which covers 3 trends poised for exponential growth: Industrial Renaissance, the Power of the Purse, and Post-Covid Medical innovation. Enjoy!ishares.com/us/strategies/megatrends/three-permanent-transformations-driving-growth@JayJacobsCFAThanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

Talking Thematics: A special with David Serra, CEO of Algebris Investments

Play Episode Listen Later May 13, 2022 22:43

Audrey Goh talks to David Serra, CEO of Algebris Investments to discuss about his thoughts on Ukraine-Russia crisis and why he believe that this will trigger a long-term investment boom in Europe, particularly relating to defence and the clean energy sectors. We also discussed about how investors can incorporate elements of ESG and green investing into their portfolios, not just equity asset classes but credit as well.Speakers:Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankDavid Serra, CEO, Algebris InvestmentsFor more of our latest market insights, visit Market views on-the-go.

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Talking Thematics: Q2 thematic update

Play Episode Listen Later Apr 21, 2022 11:37

Following the release of our Q2 thematic update, Audrey Goh talks to Hannah Chew to discuss the recent performance of our long-term themes in Climate investing, Digital and China common prosperity. They explored the reasons for their recent underperformance as well as what they expect in terms of their outlook going forward. Additionally, they discussed why it would still make sense for investors to incorporate long-term themes in their portfolio.Speakers:Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankHannah Chew, Portfolio Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

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Talking Thematics: An introduction to cryptocurrencies

head market cryptocurrency currency fixed income manpreet thematics

Play Episode Listen Later Apr 8, 2022 13:09

In this edition of Talking Thematics, Audrey speaks to Manpreet to get a broad overview of the cryptocurrency landscape, how to think about market prices and why upcoming regulations are key.Speakers:Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered BankManpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

Talking Thematics: The Metaverse

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Play Episode Listen Later Mar 31, 2022 14:32

Following the release of our 360 perspective titled “Enter the Metaverse”, Audrey Goh talks to Steve Brice to understand what is Metaverse and the potential implications of this transition to various parts of the society. They also explore potential opportunities and challenges that may arise as a result of greater adoption of Metaverse.Speakers:Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered BankSteve Brice, Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

Season 3 Episode 25 - "It's Cute or Whateva?" ft. Dj Thematics & De.Lisle

The "You Good?" Podcast

Play Episode Listen Later Mar 25, 2022 109:46

A Fun-Filled PACKED episode for your listening pleasure. We have not one but TWO returning guests. Fresh off from his 2nd Tour we have retuning Blacklisted, Turn Table Terrors, Curator of the Thematics Effect: Dj Thematics. As well as Singer, Vocalist, Lyricist, Artist, Creator of Words of Worship: De.Lisle aka Domo!!! Syndicated Entertainment presents: The "You Good?" Podcast hosted by Mike StayBlessed & DJ Eon. In this episode: Springtime, Tour, Djing, Etiquette, Being Messy, Perfect Date & more. PROTECT, RESPECT & SUPPORT BLACK WOMEN ALWAYS!!!!! #FOREVERREEMO #BLACKLIVESMATTER

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Talking thematics – Climate theme on sale

europe market sale climate thematics

Play Episode Listen Later Feb 24, 2022 4:22

In today's edition of Talking Thematics, Audrey Goh discusses the recent performance of climate investments and how Europe may double down on its clean energy development following the rise in geopolitical tensions. Speaker:Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

Talking thematics – Understand thematic investing. The what, why and how.

market investing senior investment strategist thematics robert russell

Play Episode Listen Later Jan 31, 2022 9:43

In today's edition of Talking Thematics, Audrey Goh discusses with Robert Russell why thematic investing? What is the framework one can use to look at thematic ideas? How focusing on longer term trends can be a good way future proofs ones' investments. Speakers:Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered BankRobert Russell, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

Season 3 Episode 18 - "White Twix?" ft. Dj Thematics & Dj Blackout

The "You Good?" Podcast

Play Episode Listen Later Jan 14, 2022 101:31

Another great one for your listening pleasure! In this episode we chat with Blacklisted, Turntable Specialist, creator of the Thematics Effect: Dj Thematics! oh and Blackout too! Syndicated Entertainment presents: The "You Good?" Podcast hosted by Mike StayBlessed & DJ Eon. In this episode: Dj Thematics, Dj Blackout, Djing, Goals PROTECT, RESPECT & SUPPORT BLACK WOMEN ALWAYS!!!!! R.I.P To all those who lost their lives in the Bronx Apartment Fire https://www.gofundme.com/f/relief-for-families-at-333-e-183rd-st #ENDSARS #ENDSWAT #FREEHAITI #STOPASIANHATE #BLACKLIVESMATTER

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Surf's up! These stocks are riding huge thematics

Australian Investors Podcast

Play Episode Listen Later Jan 4, 2022 37:44

The 3 thematics covered by the expertsCybersecurityAnirban's stocks to watch:OKTA Inc (NASDAQ: OKTA)Cloudflare (NYSE: NET)Crowdstrike (NASDAQ: CRWD)Zscaler Inc (NASDAQ: ZS)Resources:(Free) Anirban's Zoom presentationWeb3 & CryptoOwen's stocks/ideas to watch:Coinbase Inc (NASDAQ: COIN)BetaShares Cryptocurrency ETF (ASX: CRYP)Ethereum (CRYPTO: ETH)Resources:(Free) MIT Blockchain courseElectric vehicles Is Tesla Inc (NASDAQ: TSLA) still a buy?Other EV stocks to watch: NIO, XPENG, RIVNWatch the video version on the Rask Australia YouTube page.Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it's a 5-second task that really helps support the show (and puts a big smile on Owen's face).Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 22nd December 2021

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Surf's up! These stocks are riding huge thematics

Australian Investors Podcast

Play Episode Listen Later Jan 4, 2022 40:39

The 3 thematics covered by the experts Cybersecurity Anirban's stocks to watch: OKTA Inc (NASDAQ: OKTA) Cloudflare (NYSE: NET) Crowdstrike (NASDAQ: CRWD) Zscaler Inc (NASDAQ: ZS) Resources: (Free) Anirban's Zoom presentation Web3 & Crypto Owen's stocks/ideas to watch: Coinbase Inc (NASDAQ: COIN) BetaShares Cryptocurrency ETF (ASX: CRYP) Ethereum (CRYPTO: ETH) Resources: (Free) MIT Blockchain course Electric vehicles Is Tesla Inc (NASDAQ: TSLA) still a buy? Other EV stocks to watch: NIO, XPENG, RIVN Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it's a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 22nd December 2021

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Investing in trends with Thematic Portfolios, with Freddy Lim and Stephanie Leung

In Your Best Interest

Play Episode Listen Later Oct 25, 2021 34:21

In this episode, Freddy and Stephanie share how you can invest in the up-and-coming innovations that can change the world, from blockchain technology to gaming, and robotics to biotech. Learn all about thematic investing's exponential growth and how you can include Thematic Portfolios in your financial plan. If you enjoy what you've heard, we'd really appreciate it if you'd even consider leaving a quick but thoughtful review. It takes less than 60 seconds, and it really helps us make the show even better for you so that we can convince great guests to join us.Have feedback for us? Is there someone you want us to have on the show? Is there a topic you want covered? Shoot us an email at podcast@stashaway.com. We'd love to hear your thoughts!Find StashAway on FacebookFind StashAway on InstagramFind StashAway on LinkedInFind StashAway on TwitterAlso, our lawyers would want us to tell you that the opinions of our guests are not necessarily shared by StashAway, that past performance is no guarantee of future results, and that what you heard is not investment advice.

Sacred School | Green School: A School for the Future Now | Sal Gordon-Head of School, Green School Bali | Indonesia

Masterclass With Fearless Educator

Play Episode Listen Later Oct 11, 2021 27:12

About Speaker: He realised that school had impeded his education. Sal's gap-year turned into a gap decade. He travelled and worked around the world, learning new languages, customs, cultures; working different jobs and upskilling his life-skills; sailing boats, writing books, driving trucks, running warehouses, working in labs, building houses. You name, he probably did it - adapting to everything new (again and again), building resilience, and fine-tuning his love of people, for learning, and for this beautiful planet. After ten years, when starting a family, he knew his true calling was in Teaching and Learning - after all, that's what he had been doing all his life. Sal Gordon joined the green school bali to teach Mathematics, Science, Thematics and later becoming Head of Middle School for two years - before moving into the ‘Head of Teaching and Learning - Principal' role in August 2019. #SacredSchool #InternationalSummit --- Send in a voice message: https://anchor.fm/future-school-leaders/message

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"[CXL] is just under a $850 million market cap at the moment, we think it can get to $2 billion. The company has a huge growth runway, its a great business and fits a lot of those key thematics" - Adam Dawes

The Call from ausbiz

Play Episode Listen Later Oct 4, 2021 56:25

Mathan Somasundaram from Deep Data Analytics and Adam Dawes from Shaw and Partners go in-depth and stock specific. Stocks covered: NGI, BIS, MCR, LLC, DMP, ONE, ASB, XRO, CLX, RED. For our future fund stock series, Adam picked Global Data Centre (GDC). See acast.com/privacy for privacy and opt-out information.

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EP 29: Andrew Harradine on asset management trends, thematics and ESG | 2nd September 2021

Beyond the Benchmark by EFG

Play Episode Listen Later Sep 8, 2021 38:25

Our host, Moz Afzal:https://bit.ly/31XbkTROur guest, Andrew Harradine, Head of Mutual Fund Researchhttps://bit.ly/3kT6Si1EFGAM:https://bit.ly/2Oy6tFIImportant InformationThe value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested. This document does not constitute and shall not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. It is not intended to be a final representation of the terms and conditions of any investment, security, other financial instrument or other product or service. This document is for general information only and is not intended as investment advice or any other specific recommendation as to any particular course of action or inaction. The information in this document does not take into account the specific investment objectives, financial situation or particular needs of the recipient. You should seek your own professional advice suitable to your particular circumstances prior to making any investment or if you are in doubt as to the information in this document. Although information in this document has been obtained from sources believed to be reliable, no member of the EFG group represents or warrants its accuracy, and such information may be incomplete or condensed. Any opinions in this document are subject to change without notice. This document may contain personal opinions which do not necessarily reflect the position of any member of the EFG group. To the fullest extent permissible by law, no member of the EFG group shall be responsible for the consequences of any errors or omissions herein, or reliance upon any opinion or statement contained herein, and each member of the EFG group expressly disclaims any liability, including (without limitation) liability for incidental or consequential damages, arising from the same or resulting from any action or inaction on the part of the recipient in reliance on this document. The availability of this document in any jurisdiction or country may be contrary to local law or regulation and persons who come into possession of this document should inform themselves of and observe any restrictions. This document may not be reproduced, disclosed or distributed (in whole or in part) to any other person without prior written permission from an authorised member of the EFG group. This document has been produced by EFG Asset Management (UK) Limited for use by the EFG group and the worldwide subsidiaries and affiliates within the EFG group. EFG Asset Management (UK) Limited is authorised and regulated by the UK Financial Conduct Authority, registered no. 7389746. Registered address: EFG Asset Management (UK) Limited, Leconfield House, Curzon Street, London W1J 5JB, United Kingdom, telephone +44 (0)20 7491 9111. If you have received this document from any affiliate or branch referred to below, please note the following: Bahamas: EFG Bank & Trust (Bahamas) Ltd. is licensed by the Securities Commission of The Bahamas pursuant to the Securities Industry Act, 2011 and Securities Industry Regulations, 2012 and is authorised to conduct securities business in and from The Bahamas including dealing in securities, arranging deals in securities, managing securities and advising on securities. EFG Bank & Trust (Bahamas) Ltd. is also licensed by the Central Bank of The Bahamas pursuant to the Banks and Trust Companies Regulation Act, 2000 as a Bank and Trust company. Bahrain: EFG AG Bahrain Branch is regulated by the Central Bank of Bahrain with registered office at Bahrain Financial Harbour, West Tower – 14th Floor, Kingdom of Bahrain.Bermuda: EFG Wealth Management (Bermuda) Ltd. is an exempted company incorporated in Bermuda with limited liability. Registered address: Thistle House, 2nd Floor, 4 Burnaby Street, Hamilton HM 11, Bermuda. Cayman Islands: EFG Bank is licensed by the Cayman Islands Monetary Authority for the conduct of banking business pursuant to the Banks and Trust Companies Law of the Cayman Islands. EFG Wealth Management (Cayman) Ltd. is licensed by the Cayman Islands Monetary Authority for the conduct of trust business pursuant to the Banks and Trust Companies Law of the Cayman Islands, and for the conduct of securities investment business pursuant to the Securities Investment Business Law of the Cayman Islands. Chile: EFG Corredores de Bolsa SpA is licensed by the Comisión para el Mercado Financiero (“Ex SVS”) as a stock broker authorised to conduct securities brokerage transactions in Chile and ancillary regulated activities including discretionary securities portfolio management, arranging deals in securities and investment advice. Registration No: 215. Registered address: Avenida Isidora Goyenechea 2800 Of. 2901, Las Condes, Santiago.Dubai: EFG (Middle East) Limited is regulated by the Dubai Financial Services Authority with a registered address of level 15, Gate Building, Dubai International Financial Centre, Dubai, UAE. Guernsey: EFG Private Bank (Channel Islands) Limited is licensed by the Guernsey Financial Services Commission. Hong Kong: EFG Bank AG is authorised as a licensed bank by the Hong Kong Monetary Authority pursuant to the Banking Ordinance (Cap. 155, Laws of Hong Kong) and is authorised to carry out Type 1 (dealing in securities), Type 4 (advising on securities) and Type 9 (asset management) regulated activity in Hong Kong.Jersey: EFG Wealth Solutions (Jersey) Limited is regulated by the Jersey Financial Services Commission in the conduct of investment business under the Financial Services (Jersey) Law 1998. Liechtenstein: EFG Bank von Ernst AG is regulated by the Financial Market Authority Liechtenstein, Landstrasse 109, P.O. Box 279, 9490 Vaduz, Liechtenstein. Luxembourg: EFG Bank (Luxembourg) S.A. is listed on the official list of banks established in Luxembourg in accordance with the Luxembourg law of 5 April 1993 on the financial sector (as amended) (the “Law of 1993”), held by the Luxembourg supervisory authority (Commission de Surveillance du Secteur Financier), as a public limited company under Luxembourg law (société anonyme) authorised to carry on its activities pursuant to Article 2 of the Law of 1993. Luxembourg residents should exclusively contact EFG Bank (Luxembourg) S.A., 56 Grand Rue, Luxembourg 2013 Luxembourg, telephone +352 264541, for any information regarding the services of EFG Bank (Luxembourg) S.A. Monaco: EFG Bank (Monaco) SAM is a Monegasque Public Limited Company with a company registration no. 90 S 02647 (Registre du Commerce et de l'Industrie de la Principauté de Monaco). EFG Bank (Monaco) SAM is a bank with financial activities authorised and regulated by the French Prudential Supervision and Resolution Authority and by the Monegasque Commission for the Control of Financial Activities. Registered address: EFG Bank (Monaco) SAM, Villa les Aigles, 15, avenue d'Ostende – BP 37 – 98001 Monaco (Principauté de Monaco), telephone: +377 93 15 11 11. The recipient of this document is perfectly fluent in English and waives the possibility to obtain a French version of this publication. People's Republic of China (“PRC”): EFG Bank AG Shanghai Representative Office is approved by China Banking Regulatory Commission and registered with the Shanghai Administration for Industry and Commerce in accordance with the Regu...

Talking Thematics: Journey or destination? An inﬂation playbook (Part 2)

market destination playbook thematics chief investment office

Play Episode Listen Later Aug 19, 2021 6:40

While our Chief Investment Office's central view is that inﬂation will likely be transitory, in part 2 of this conversation, strategists Audrey Goh and Trang Nguyen delve deep into historical data to offer investment options to consider across a range of inﬂation scenarios.Speakers:Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered BankTrang Nguyen, Portfolio Strategist, Standard Chartered BankTo read the full publication, click here.For more of our latest market insights, visit Market views on-the-go.

Talking Thematics: Journey or destination? An inﬂation playbook (Part 1)

market destination playbook thematics chief investment office

Play Episode Listen Later Aug 18, 2021 7:59

After more than a decade largely below target, recent inflation data in the US have jumped sharply. However, ample slack in labour markets lead us to believe inflation will prove transitory. In part 1 of this conversation, strategists Audrey Goh and Marco Iachini elaborate further on why the Chief Investment Office believes inflation will be transitory and run through a scenario analysis of what could drive downside risks to this view. Speakers:Marco Iachini, Cross-Asset Strategist, Standard Chartered BankAudrey Goh, Senior Cross-Asset Strategist, Standard Chartered BankTo read the full publication, click here.For more of our latest market insights, visit Market views on-the-go.

#76 - Hector McNeil – Thematic investing, Hectocorns & the Software ETF

Play Episode Listen Later Aug 12, 2021 62:16

Hector McNeil is one of the most influential ETF experts in the industry, the product of over 19 years of experience, and recognised as such by ETF Stream's ‘30 index'. Having been instrumental in establishing Susquehanna's European ETF desk, Hector joined ETF Securities as Joint Managing Partner in 2005. Then in 2011, Hector founded BoostETP with business partner Nik Bienkowski. The company was subsequently purchased by US ETF provider WisdomTree in 2014, and 2 years later Hector stepped down as Co-CEO of WisdomTree Europe to found HANetf. This serial ETF entrepreneur poured his wealth of industry knowledge into Europe's first independent ‘white label' ETF platform, the home of 22 ETFs, with 9 of those forming the most extensive Thematics offering in Europe. Today Hector and I focused on one of those funds – HANetf's brand new Enterprise Software [SOFT] fund, Europe's first pure-play Software-as-a-Service ETF. Hector explains why SaaS is one of the most compelling investment trends on the planet right now, and how like never before, investors outside of the US can now access it – Enjoy the episode!Click the link for more information on HANetf's SOFT ETF:https://www.hanetf.com/product/27/fund/purpose-enterprise-software-esg-s-ucits-etf-acc Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

Talking Thematics (22 July 2021): Themes for the year and beyond

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Play Episode Listen Later Jul 22, 2021 15:12

In this first instalment of “Talking Thematics” we discuss the benefits of thematic investing. We also introduce our podcast listeners to our preferred themes for 2021 and highlight the investment opportunities arising from the trends underpinning these themes. Our thematic ideas encompass structural themes such as climate change, disruptive innovation and investing in a world of low-yields as well as cyclical themes of value equities rotation, US Dollar weakness and the race for income.Speakers:Marco Iachini, Cross-Asset Strategist, Standard Chartered BankAudrey Goh, Senior Cross-Asset Strategist, Standard Chartered BankTrang Nguyen, Portfolio Strategist, Standard Chartered Bank

Thematics, ESG and value: a delve into the ETF market

Investors Chronicle

Play Episode Listen Later Jul 7, 2021 37:27

In this interview, Charles Stanley head of passives Lynn Hutchinson and Morningstar passive strategies analyst Briegel Leitao talk to Dave Baxter about some of the biggest recent developments in the ETF world and what they mean for investors. They look at the rapid rise of thematic funds, the continuing evolution of ESG investing in a passive format and what investors should remember when seeking to ride a value rally using ETFs.Lynn and Briegel have served as expert panellists for the compilation of our 2021 Top 50 ETFs list, which sets out the most useful and interesting building block funds for an investment portfolio. See acast.com/privacy for privacy and opt-out information.

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Tolga Kumova's latest stock picks, view on Australia's current exploration scene and key 2021 commodity thematics

The Explorers Podcast with Barry FitzGerald

Play Episode Listen Later Jun 29, 2021 22:32

Barry chats with well-known Melbourne-based mining investor Tolga Kumova.

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Episode 31: Theme Vs Thematics

A Couple Games

Play Episode Listen Later Jun 22, 2021 72:04

In this episode Zach ambushes Michelle with a discussion over theme vs thematic gameplay. Games mentioned: Tekhenu Red Rising Star Wars Rebellion Castles of Madking Ludwig Duelosaur Island Near and Far Lorenzo il Magnifico Feast for Odin Harry Potter: Hogwarts Battle --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

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Themen ETFs: Investieren in Megatrends & Change - ETF Nation Special #1

ANTI MONEY MONEY CLUB: Aktien, Investieren & Personal Finance

Play Episode Listen Later May 13, 2021 33:06

Willkommen bei ETF Nation. In unserer neuen Serie im AMMC gehen wir auf zahlreiche Themen aus dem ETF-Bereich ein: Wir stellen verschiedene Arten von ETFs vor, wie man ETFs aussucht und wie man sein ETF-Portfolio aufbauen kann. In dieser Folge geht es um thematische ETFs, auch Thematics genannt. Diese ETFs sind der absolute Trend der ETF-Industrie. Und "Trend" ist das Stichwort: Thematics ermöglichen ein Investment in (Mega-)Trends, Veränderung und Wandel - auf wirtschaftlicher, gesellschaftlicher und politischer Ebene. Wie ihr diese Art von ETFs für euch nutzen könnt, ob sie wirklich Sinn machen und was man von ihnen im eigenen Portfolio erwarten kann, das erfahrt ihr in der ersten Folge von ETF Nation. Enjoy! Weitere Information: Bloomberg Artikel zur Performance von Themen-ETFs Wenn euch gefällt, was ihr hört, lasst uns gerne eine Bewertung auf Apple Podcast da und abonniert unseren Podcast: APPLE PODCAST SPOTIFY PODCAST

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MMA Math/Thematics: UFC 260 Preview

Play Episode Listen Later Mar 27, 2021 95:50

Slick Diaz, Professor Choke, and Mal Pacino scout the lay of the land for UFC 260. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

ufc math thematics

MMA Math/Thematics: UFC Vegas 22 Recap

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Play Episode Listen Later Mar 26, 2021 101:51

Slick Diaz and his partners from MMA Island, Mal Pacino and Professor Choke, give you the nitty gritty of what happened at UFC Vegas 22. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Australian Vanadium is perfectly placed between the critical metals and renewable energy thematics

The Explorers Podcast with Barry FitzGerald

Play Episode Listen Later Mar 9, 2021 23:22

This week Barry chats to Vincent Algar, Managing Director at Australian Vanadium (ASX:AVL).

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MMA Math/Thematics: UFC 259

math clutch slick thematics

Play Episode Listen Later Mar 6, 2021 106:52

Slick and the Gambred Spy back at it with the buzzer beater podcast. Clutch. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

MMA Math/Thematics: UFC Vegas 18 & UFC 258

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Play Episode Listen Later Feb 11, 2021 143:09

Here it is, MMA Math/Thematics in all it's glory. The boys are back! Hour 1: Recap of UFC Vegas 18 (Scrapbooking w/ Slick Diaz) Hour 2: Scrapchat for UFC 258 (The Data Day w/ Professor Choke & Tape Deck w/ Mal Pacino) --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

MMA Math/Thematics (Scrapbooking and Tape Deck) for UFC 257/Fight Night 184

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Play Episode Listen Later Feb 6, 2021 87:19

Slick Diaz and Mal Pacino are back in action, bringing you 2/3 of the MMA Math/Thematics portion of MMA Attic, Scrapbooking for UFC 257 and Tape Deck for Overeem vs. Volkov, if this was released in a timely manner, this segment would have been incredibly useful! Enjoy. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

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New Launches, ETF Predictions, & Thematics

ETF Prime

Play Episode Listen Later Jan 26, 2021 55:57

ETF.com’s Drew Voros discusses several recent ETF launches and filings, including Vanguard’s first active bond ETF and the Valkyrie Bitcoin ETF. Franklin Templeton’s David Mann offers his 2021 ETF predictions. ProShares’ Scott Helfstein spotlights their MSCI Transformational Changes ETF (ANEW) and explains the role of thematic ETFs in a portfolio.

MMA Math/Thematics- UFC on ABC 1/UFC Fight Island 8

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Play Episode Listen Later Jan 19, 2021 131:50

Slick Diaz and Mal Pacino tell it to you straight as they cover the remains of UFC on ABC 1 with a recap and a session of "Scrapbooking", and then we dive into Wednesday's card (Fight Night: Chiesa vs. Magny) with fully loaded, deluxe fight picks and "Tape Deck". --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

MMA Math/Thematics: UFC Vegas 16 (with Michael Frye and Zach Harkness)

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Play Episode Listen Later Dec 4, 2020 51:01

Some of your favorite MMA Islanders team up to bring you a new triad of mini-sodes from the MMA Attic, The Scrapbook, The Data-Day, and The Tape Deck. These shows will make up MMA Math/Thematics, and we will be bringing you weekly renditions straight off the MMA Isles.

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Schroders: Outlook thematic equities

Fondsnieuws

Play Episode Listen Later Dec 2, 2020 17:55

David Docherty, investment director Thematics bij Schroders, in gesprek met Marije Groen over de lange termijnoutlook voor thematische aandelen, voorbij de ruis van Covid-19. Welke lange termijntrends slijpen de toekomst? En in welke mate heeft corona het tempo van sommige van deze seculiere groeitrends beïnvloed?

UBS On-Air: 'What We Know Now: Election 2020 and COVID vaccine'

UBS On-Air

Play Episode Listen Later Nov 9, 2020 24:32

Over this past weekend, there were two significant events. First, multiple news outlets called for a win by former VP Joe Biden after projecting he would secure more than the 270 electoral votes needed to become the next President of the United States. Then, a vaccine for COVID-19 showed a 90% efficacy rate. Today, we'll discuss what's next. When will the vaccine be widely available? When will we know that it's safe? On the election front, can the court challenges from the Trump administration affect the outcome? Is there potential for a battle for control of the Senate with runoff elections still to come? Today's guests: Eric Potoker, Healthcare Analyst, Tom McLoughlin, Head of Fixed Income Americas, Laura Kane, Head of Thematics and David Lefkowitz, Head of Equities Americas. Host: Anthony Pastore.

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THEMATICS META FUND : les mégatendances pour la croissance long terme.

Parlons Placements

Play Episode Listen Later Oct 28, 2020 10:42

Parlons Placements N°71 : octobre 2020 Partie 3 : «THEMATICS META FUND : les mégatendances pour la croissance long terme.» avec Matthieu ROLIN, co-gérant de Thematics Meta fund, Thematics AM (Natixis IM) Découvrez une combinaison de toutes les stratégies de la gamme de Thematics Asset Management en un fonds unique sur les mégatendances. Découvrez le placement Thematics Meta Fund : https://www.bienprevoir.fr/placement/thematics-meta-fund/ https://www.bienprevoir.fr/ Besoin de conseil ? Contactez-nous au 0800 800 505 (service et appel gratuits) ou par mail conseiller@bienprevoir.fr Placements sans garantie du capital, ni garantie de performance.

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EP 13 | Did the Early Thematics of Pop Punk Foreshadow the Problematic Issues in the Scene Today?

Just A Girl Podcast

Play Episode Listen Later Oct 22, 2020 64:18

This week, we discuss our thoughts on our friend Jack Bottomley's question: How influential do you think misogynistically inclined lyrics of pop punk bands from the early 00/10s were in shaping the scene to what it is today? We dissect some of the most problematic lyrics within the pop punk genre and explore the crossover in genre and in lyrical thematics and how we think those thematics have shaped the scene today. You can email us at justagirlpod@gmail.com Follow us on Twitter & Instagram @justagirlpod https://open.spotify.com/playlist/3bJtJ97WSRgziFcdYDZGCC?si=FpjIRXgFQkaoi2lYqzAfQg

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NATIXIS Thematics AM,(Natixis)

Capital

Play Episode Listen Later Sep 15, 2020 14:47

ENTREVISTA A Thematics AM,(Natixis) crea el fondo Subscription Economy único en el mercado. Almudena Mendaza, Jefa de Ventas de Natixis Investment Managers Iberia

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NATIXIS Thematics AM,(Natixis)

Capital

Play Episode Listen Later Sep 15, 2020 14:47

ENTREVISTA A Thematics AM,(Natixis) crea el fondo Subscription Economy único en el mercado. Almudena Mendaza, Jefa de Ventas de Natixis Investment Managers Iberia

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Schroders: Thematisch beleggen: Vandaag beleggen voor morgen

Fondsnieuws

Play Episode Listen Later Jun 15, 2020 25:56

Thematische fondsen richten zich op seculiere trends, die de wereld transformeren en een schat aan beleggingskansen creëren. Maar hoe scheidt een belegger de speculatieve van de houdbare trends? En waar liggen de uitdagingen als beleggers thematische beleggingsfondsen willen gebruiken als bouwstenen voor de portefeuille? Marije Groen praat hierover met David Docherty, investment director Thematics bij Schroders en Han Dieperink, onafhankelijk belegger en voormalig CIO van Rabobank.

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MMA Math/Thematics I (w/ Michael Frye)