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How To Find Investment Themes To Boost Your Account

How To Find Investment Themes To Boost Your Account

Posted On July 19, 2023 11:22 am
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Artificial Intelligence has been invading nearly every aspect of our lives and nowhere is this more evident than personal finance. As investors look to take control of the finances and build wealth, they are increasingly embracing thematic investing. In other words, finding a trending market story and investing behind it.

According to a recent report from Morningstar, the demand for new thematic investment solutions has skyrocketed in recent years, spurring the launch of a record 602 new thematic funds globally since 2020, up from 183 in 2019. Assets under management in these funds grew to just over $870 billion by year-end 2022, a nearly threefold increase in just three years.

These funds promise concentrated exposure, regardless of sector, to new and exciting themes in hopes to draw interest from retail investors and financial professionals alike.

Like a new car off the lot with a fresh coat of paint, these funds are designed to turn heads. However, if investors take a closer look at their holdings and construction methodologies, they frequently come away disappointed by what lies under the hood.

Magnifi was built as the world’s first AI investing app nearly a decade ago to help investors identify robust themes and avoid pitfalls or flash-in-the-pan products.

To make the most of the deep analysis Magnifi can provide, investors can use the AI software in order to help further their financial education and even keep track of what companies have earnings coming up by asking questions like, “What companies have earnings this week?

Represent a secular trend that will persist for at least the next 10 years. Provide meaningful economic benefits to a…

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About author

Steve Smith

Steve Smith have been involved in all facets of the investment industry in a variety of roles ranging from speculator, educator, manager and advisor. This has taken him from the trading floors of Chicago to hedge funds on Wall Street to the world online. From 1987 to 1996, he served as a market maker at the Chicago Board of Options Exchange (CBOE) and Chicago Board of Trade (CBOT). From 1997 to 2007, he was a Senior Columnist and Managing Editor for TheStreet.com, handling their Option Alert and Short Report newsletters. The Option Alert was awarded the MIN “best business newsletter” in 2006. From 2009 to 2013, Smith was a Senior Columnist and Managing Editor for Minyanville’s OptionSmith newsletter, as well as a Risk Manager Consultant for New Vernon Capital LLC. Smith acted as an advisor to build models and option strategies to reduce portfolio exposure and enhance returns for the four main funds. Since 2015, he has worked for Adam Mesh Trading Group. There, he has managed Options360 and Earning 360, been co-leader of Option Academy, and contributed to The Option Specialist website.