Investing in the big stock market themes with ETFs | Ep.108
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.\n\nPierre is the head of Quantitative Analysis and Multi-Asset Analysis at WisdomTree.\n\n00:00 What is Multi-Thematic investing?\n04:10 What themes have performed well lately?\n08:41 What is the appeal of this type of investing?\n10:51 How does WisdomTree designing these funds?\n15:49 Is the ETF sector overweight in some themes?\n16:29 How an investors build their own multi-thematic strategy?\n21:41 Managing risk in portfolios\n26:01 Concentration risk in the US stock market