Thematic investing is no longer a niche play, it’s rapidly reshaping both institutional and retail portfolios. But when every headline is a new “theme”, how can investors separate durable megatrends from market fads? Experts from WisdomTree, TrinityBridge and Tyndall Investment Management drill down on critical factors: from sorting hype from substance, to why precision in index construction and understanding methodology matters more than ever. 

Speakers: 

• Mobeen Tahir, Director, Research, WisdomTree 
• Weixu Yan, Head of Passives, TrinityBridge 
• Anthony Snowden, Investment Director, Tyndall Investment Management 

Learning Outcomes 

1. How to distinguish durable themes from short-term narratives 
2. Where thematic investing fits within portfolio construction 
3. If passive indices can capture disruptive innovation effectively

Chapters

• 05:41 Valuations, Timing, and Examples in Thematic Investing
• 10:36 The AI Theme: Crowding, Overlap, and Definitions
• 15:58 Thematic Funds in Portfolio Construction
• 25:22 Liquidity, Index Construction, and Future Themes
• 35:55 Future Evolution and Structural Trends in Thematic Investing