In this interview, Vox talks to HANetf’s Head of Research Tom Bailey about the advantage of thematic investing using specialist exchange traded funds HANetf specialises in creating exchange traded ETFs offering investors exposure to some of the biggest themes and trends shaping the world today.
Its wide range of ETFs cover areas from cloud computing to clean energy and healthcare megatrends, allowing investors to allocate with specific conviction without the risks of single stock concentration.
The company publishes regular reviews of these trends and the attitude of professional investors towards thematic investing, which you can read here. In the interview Vox talks to HANetf’s Head of Content Tom Bailey about the latest findings, including growing demand for sustainable investments.
00:25 Tom Bailey introduces HANetf and what it does and his role there.
1:28 What is thematic investing, what advantages does it offer investors, and why ETFs are the best way to gain exposure to them?
4:41 What are the advantages of being able to invest on such a granular thematic basis?
7:03 How do you identify the most important themes to build ETFS around, and the importance of money flows?
8:56 Introduce the research and what its trying to find, including the planned exposure of advisers and clients to thematic investments?
10:32 How energy is the big theme that emerged from the latest survey, and the growing interest in nuclear as a solution to climate concerns, and why infrastructure is the most exciting segment of the fast-growing EV industry.
16:38 How government policy and market demand act as powerful tailwinds for sustainability investments.
17:25 How the granularity of thematic investing makes it easy for investors to build ESG-friendly portfolios (edited)