Thematic Opportunities: Inflation Fighters – Global X ETFs – 11.30.22

Overview:
Title: Thematic Opportunities: Inflation Fighters
Date: Wednesday, November 30, 2022
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

In 2022, thematic growth stocks have fallen out of favor with investors concerned about rising interest rates and profit margins. However, closer inspection reveals that these concerns might be overdone. Not only do most of themes continue to grow revenue faster than inflation, but, during economic downturns, growth eventually becomes defensive. Amid uncertainty, focusing on growth alone may introduce vulnerability, but growth themes that experienced meaningful price compression in 2022 may provide an offset owning to cheaper valuations.

In this webinar, we’ll discuss in detail four thematic investing opportunities for 2023 and beyond:

  • Genomics & Biotechnology
  • Telemedicine & Digital Health
  • Cybersecurity
  • Cloud Computing

Speakers:
Pedro Palandrani Pedro Palandrani VP, Director of Research Global X ETFs

Pedro joined Global X in 2019 to cover the Thematic Growth suite of ETFs, including those in the Technology, People, and Infrastructure categories. Prior to joining Global X, Pedro held the role of Equity Research Analyst at Cabot Wealth Management where he worked on the firm’s growth-oriented investment strategy, utilizing ETFs to construct multi-asset class portfolios. Pedro earned his MBA from the Bertolon School of Business at Salem State University. Follow Pedro on Twitter: @ppalandrani_gx
Lis Agosto Lis Agosto Research Analyst (Healthcare Innovation) Global X ETFs

Lis Agosto, Research Analyst (Healthcare Innovation) – Lis started with Global X in 2022 as a Research Analyst covering healthcare-related funds in the Thematic Growth suite of ETFs. Prior to joining Global X, she worked as a Senior Healthcare Analyst at Third Bridge, covering US life sciences, diagnostics, biotech, pharmaceutical services, and animal health. Lis holds a BA from Babson College in Business, with a concentration in Global Businesses Management. She is a native speaker of both English and Spanish.
May De May De Research Analyst (Digital Economy) Global X ETFs

May joined Global X in 2020 as a Research Intern and transitioned to a full time Research Analyst in 2021, after graduating university. She specializes in the Digital Economy sector of the Thematic Growth suite of ETFs. In addition to providing research and insights into these ETFs, she frequently contributes to the Global X blog with pieces such as The Next Big Theme. May holds a BA in Mathematics and Economic Theory at New York University.