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Thematic Investing In 2026: AI, Defense, Infrastructure, And The Next Phase Of Market Transformation

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Thematic investing is increasingly shaping how investors interpret markets heading into 2026 as AI, geopolitical fragmentation and infrastructure constraints intersect. Jay Jacobs discusses.
2026-02-16 18:50:00

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Thematic investing is increasingly shaping how investors interpret markets heading into 2026 as AI, geopolitical fragmentation and infrastru...
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