thematify.com - for thematic investing @thematify

@elonmuskADO 14?

This is the MSCI Argentina ETF (in USD). It shows the Milei effect on the market. Can it go on? Definitely worth considering. #thematify #Thematicinvesting #EmergingMarkets #Milei

@FT It is interesting and possibly a sign of changing times and a function of active managers struggling to outperform.

The number of candidates completing chartered financial analyst exams is in stubborn decline. Last year there were 163,000 exam registrations, 40% down from the peak of 270,456 in 2019. on.ft.com/3OUY8Yt

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ChatGPT 🚀 Uranium on the Rise: Prices have doubled to $100/lb, driven by new nuclear projects and tight supply. With long-term contracts and rising demand, uranium is shaping up as a key 2024 investment. 📈 #Uranium #NuclearEnergy #Investing youtube.com/watch?v=U97rrf…

📈 68% of business leaders feel their cybersecurity risks are increasing. 💰 Average cost of a data breach in 2023: $4.45 million. ⏱️ 83% of breaches go undetected for over a week. 👤 95% of breaches are due to human error. #cybersecurity is essential 🛡️ #DataSecurity #InfoSec

📉 Copper prices have held steady over the last 4 years, while U.S. leading indicators remain bearish. Despite oil softness, interest rates are likely to stay low—or even dip lower. Time to re-evaluate the theme? #Copper #Commodities #MarketOutlook #thematicinvesting

💡 The future of health investment is here! As life expectancy rises, innovations in longevity & chronic disease management are transforming healthcare. From targeted therapies to cutting-edge biotech. 🌱💼 #Longevity #HealthTech #Investing #Thematify #Thematicinvesting

@elonmusk One more step towards scalable commercial space travel.

🚀 OpenAI’s latest capital raise highlights the massive investor interest in AI innovation. With fresh funding, the race to develop more advanced AI tools is accelerating. How will this reshape industries and future investment opportunities? #AI #OpenAI #Thematify

With a stable and high gold price, an opportunity arises in gold miners THEME INITIATED : Q2 2024 thematify.com/themes/gold2

"Why Invest in Gold Mining Stocks? | Thematic Investing Insights by Them... youtu.be/1HLbiLJJsUs?fe… via @YouTube

The real estate index allocation to Offices had been steadily declining. This sector accounts for most of the gloom and doom in real estate but accounts for under 10% in the index and related ETFs. Higher growth sub sectors make the sector outlook positive.

Defence budgets are rising. And the nature of spending is changing. Visit our website to explore the Modern Defence thematic investing rationale.

US REITs have declined by 25% since late 2021, while the S&P is up 5% over the same period. Interest rates have peaked. Major Opportunity?