BlackRock Sees Demand Grow for Thematic ETFs as Inflation Hedge
- Leadership in thematics has altered amid growth-to-value shift
- Infrastructure, food-related, clean-energy themes see interest
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Investors are turning to some thematic exchange-traded funds to hedge against inflation and take advantage of the renewed performance of value stocks this year, according to Jay Jacobs, US head of thematics and active equity ETFs at BlackRock Inc.
Jacobs joined the “What Goes Up” podcast to discuss how the firm is sizing up investing opportunities amid an uncertain economic outlook. Below are condensed and lightly edited highlights of the conversation. Click here to listen to the full podcast, or subscribe on Apple Podcasts or wherever you listen.