While the largest technology companies are once again capturing the bulk of retail investor interest and leading the market as a whole, the real growth is coming from the structural changes we see unfolding all around us. You don't have to be a technological savant to make sure your clients get tactical exposure to the themes that will drive the future.
We've all encountered the client who wants the portfolio to reflect the world of tomorrow. But in a top-heavy market, it gets hard for FANG and other Big Tech stocks to disrupt the status quo. When you want to anticipate the arc of progress, you need to dig a little deeper.
Conscience-motivated investors have been able to avoid funding U.S. companies they find immoral for decades. Now there's a way to give them clergy-approved exposure to foreign equity in an exchange-traded structure.