Market Ethos - Theme of the story: Discipline


Looking at a 100+ page report from a leading thematic fund management company discussing their thoughts on the big ideas for 2023, and it’s clear the future is exciting. AI, molecular diagnostics, orbital aerospace …. society is doing things that are truly remarkable. Industries will change and be disrupted, very cool. Maybe that is part of the appeal of thematic focused funds and ETFs. If we can get in on a long-term secular change or trend in society, there could be a very profitable tailwind. Remember when the iPhone launched in June of 2007; Apple was trading at $4.36 per share and today is over $150.

Click HERE to access the report or HERE to view the PDF