AXA IM Equities On Thematic Investing Opportunities

The transcript discusses the market themes of China reopening and a Fed pivot, highlighting the uncertainty expected in 2023. It explores thematic investing as a strategy to navigate this uncertainty, focusing on narrower market segments like energy transition and automation. The discussion also covers long-term themes influenced by real-world events, such as wage inflation and government policies like the US Chips Act. The growth vs. value debate is analyzed, noting potential leadership changes in the market and the importance of identifying genuine growth opportunities.

What are the two main themes that investors are focusing on for 2023?

How does thematic investing differ from broad global equity investing?

What are some examples of long-term themes mentioned in the text?

What role does automation play in addressing labor scarcity and wage inflation?

What challenges are associated with consumer spending power in 2023?

What factors are influencing the growth versus value debate in the current market?

How has the performance of energy stocks changed according to analysts' predictions for 2023?