Season 7 · Episode 10
Thematic Investing in 2025: Insights from Jay Jacobs, BlackRock
December 6, 202433m 57s
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
In this episode we are pleased to be joined by Jay Jacobs, Head of Thematic and Active ETFs at BlackRock, as we explore the firm's 2025 outlook for thematic investing. Key topics include opportunities driven by a lower interest rate environment, a renewed focus on improving U.S. physical infrastructure for transportation and manufacturing, and the buildout of artificial intelligence capabilities. We'll also cover essential factors to consider when incorporating thematic exposure into your portfolio.