Tom is joined by Howie Li, the head of ETFs at Legal & General Investment Management (LGIM), to discuss thematic and sector investing, the sectors of tomorrow and future plans for LGIM.
0:37 – the genesis of thematic investing with ETFs
1:30 – the distinction between thematic and sector investing
4:45 - sectors of tomorrow and the liquidity risk of some thematic ETFs
8:43 – details of the L&G Hydrogen Economy ETF (LSE:HTWO)
16:53 – a thematic ETF: from embryonic stage to realisation
21:26 – avoiding fads and unsustainable bubbles
24:17 – thematic ETF investing in 10 years’ time
- Listen to more interactive investor podcasts featuring our own investment experts, fund managers and industry commentators by visiting our podcast page.
These articles are provided for information purposes only. Occasionally, an opinion about whether to buy or sell a specific investment may be provided by third parties. The content is not intended to be a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy as it is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives. The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser.
Full performance can be found on the company or index summary page on the interactive investor website. Simply click on the company's or index name highlighted in the article.