On Friday 12th February I spoke to Jay Jacobs, the Head of Research & Strategy at Global X. Global X is an innovative provider of thematic ETFs – an industry segment that shot to prominence last year, netting record returns. Jay - frequently cited on platforms like CNBC, Bloomberg, and The Wall Street Journal - leads Global X’s research efforts, identifying potential growth opportunities, and instigating the development of new, industry-first products. Jay talked through the firm’s Thematic Growth ETFs, a range of funds that gives investors exposure to anything from Genomics, to Lithium, to Artificial intelligence. Jay outlines the benefits of a thematic investment approach, and finishes by highlighting his ‘Themes to Watch’. Enjoy the episode!...Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter