About this episode

Jay Jacobs from BlackRock discusses the 2025 outlook for thematic investing, focusing on infrastructure and AI developments.

In this episode we are pleased to be joined by Jay Jacobs, Head of Thematic and Active ETFs at BlackRock, as we explore the firm's 2025 outlook for thematic investing. Key topics include opportunities driven by a lower interest rate environment, a renewed focus on improving U.S. physical infrastructure for transportation and manufacturing, and the buildout of artificial intelligence capabilities. We'll also cover essential factors to consider when incorporating thematic exposure into your portfolio.

People in this episode

Host: Freedom Investment Management, Inc.

Guest: Jay Jacobs

Topics covered

• thematic investing
• 2025 outlook
• lower interest rates
• U.S. infrastructure
• artificial intelligence
• portfolio management

Keywords

• thematic investing

Mentioned in this episode

Organizations: BlackRock

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