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Why Your Portfolio Should Go Thematic

FYI: Thematic investing refers to the process of identifying powerful macro-level trends and the underlying investments that stand to benefit from the materialization of those trends. Many investors already apply principles of thematic investing, such as identifying investments that could benefit in a rising interest rate regime, in their portfolios.
Regards,
Ted
http://www.etf.com/sections/etf-industry-perspective/why-your-portfolio-should-go-thematic?nopaging=1
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