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Kandungan disediakan oleh Investing, Markets and Money and The Armchair Trader. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Investing, Markets and Money and The Armchair Trader atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Investing in the big stock market themes with ETFs | Ep.108

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Manage episode 411878863 series 2806295
Kandungan disediakan oleh Investing, Markets and Money and The Armchair Trader. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Investing, Markets and Money and The Armchair Trader atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Pierre Debru is back on the podcast to chat with host, Stuart Fieldhouse about the biggest market themes right now. Pierre talks about designing a portfolio with thematic ETFs while managing concentration risk. Pierre is the head of Quantitative Analysis and Multi-Asset Analysis at WisdomTree. 00:00 What is Multi-Thematic investing? 04:10 What themes have performed well lately? 08:41 What is the appeal of this type of investing? 10:51 How does WisdomTree designing these funds? 15:49 Is the ETF sector overweight in some themes? 16:29 How an investors build their own multi-thematic strategy? 21:41 Managing risk in portfolios 26:01 Concentration risk in the US stock market
  continue reading

114 episod

Artwork
iconKongsi
 
Manage episode 411878863 series 2806295
Kandungan disediakan oleh Investing, Markets and Money and The Armchair Trader. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Investing, Markets and Money and The Armchair Trader atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Pierre Debru is back on the podcast to chat with host, Stuart Fieldhouse about the biggest market themes right now. Pierre talks about designing a portfolio with thematic ETFs while managing concentration risk. Pierre is the head of Quantitative Analysis and Multi-Asset Analysis at WisdomTree. 00:00 What is Multi-Thematic investing? 04:10 What themes have performed well lately? 08:41 What is the appeal of this type of investing? 10:51 How does WisdomTree designing these funds? 15:49 Is the ETF sector overweight in some themes? 16:29 How an investors build their own multi-thematic strategy? 21:41 Managing risk in portfolios 26:01 Concentration risk in the US stock market
  continue reading

114 episod

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