The big theme for investors over the last several months has been AI. It has powered stocks like Nvidia (NVDA), Microsoft (MSFT), and Meta Platforms (META). But it’s not the only thematic trade out there.
BlackRock US Head of Thematic and Active ETFs Jay Jacobs is watching the changing age demographics, not just in the US, but globally. He highlights “youthful” emerging markets. As Jacobs explains, a lot of developed markets have about the same number of seniors as young people, which presents certain challenges. However, places like Mexico and India, he says, have large youthful populations, which means their “workforces are growing, they have ample amounts of labor, they get to participate in this changing supply chain around the world… So there’s this huge advantage in these emerging markets that have younger populations and all this labor available to build things.”
Watch the video above to hear the themes Jacobs says may benefit from stickier inflation.
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This post was written by Stephanie Mikulich.
