What are the advantages to thematic investing — as well as the pitfalls? How often does thematic investing need to be reassessed and potentially refreshed? Spencer Smith, head of institutional investments discusses these questions on the Real Assets Adviser ShopTalk podcast.

Listen to the podcast here.

 

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Chevy Chase Trust Company provides this communication as a matter of general information. The opinions stated herein are those of the author and not necessarily the opinions of Chevy Chase Trust Company or any of its affiliates. Portfolio managers at Chevy Chase Trust Company make investment decisions in accordance with specific client guidelines and restrictions. As a result, client accounts may differ in strategy and composition from the information presented herein. Any facts and statistics quoted are from sources believed to be reliable, but they may be incomplete or condensed and we do not guarantee their accuracy. This communication is not an offer or solicitation to purchase or sell any security, and it is not a research report. Individuals should consult with a qualified financial professional before making any investment decisions. Past performance is not indicative of future returns. All investing involves the risk of loss.