Thematic investing offers you the chance to capitalise on the big future trends of the world. There are numerous themes, but the main ones include cloud computing, robotics and automation, adoption of electric cars, and clean energy. In this episode Kyle is joined by Jon Maier, chief investment officer at Global X ETFs, which has a number of thematic ETFs. The duo discuss the pros and cons of investing in themes, how an index tracking a theme is constructed, and why themes should be viewed as satellite holdings.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

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Investing in themes: the opportunities and pitfalls

On The Money

Investing in themes: the opportunities and pitfalls