Key Investment Themes in Tumultuous '22

Listen on The Move


Mark Noble, Executive Vice President, ETF Strategy, Horizons ETFs Management, joins us to discuss the reasons markets have become so fragile in the wake of COVID, the inflation trend, rising rates and the war in the Ukraine which are defining the beginning of perhaps a new economic and market regime, and giving sharp definition to a number of key investment themes.

We discuss the investing climate, and thematic investment trends and opportunities, some of which are still in their infancy, and some that are more mature, but have been made all the more enticing post this year's tumultuous first trimester and stock market's profound volatility and correction.

We hope you find the discussion insightful and useful.

Where to find Mark Noble:

Mark Noble on Linkedin

Thematic ETFs Mentioned:

HURA - Horizons Global Uranium Index ETF
HLIT - Horizons Global Lithium Producers Index ETF
HMMJ - Horizons Marijuana Life Sciences Index ETF
CHPS - Horizons Global Semiconductor Index ETF

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