Great investing isn’t just about chasing the next trend, it’s about identifying where the world is heading and positioning early. In today’s rapidly evolving landscape, emerging thematic opportunities are playing an increasingly pivotal role in long-term portfolio success.

In this episode of Arrow Insights, Kreston Leggett sits down with Ryan Synnot to unpack how investors can access cutting-edge themes in the private markets, from AI and decarbonization to new frontiers in healthcare and technology. These trends may be disruptive, but they’re also full of potential if approached with discipline and insight.

Ryan shares practical guidance on how to assess thematic opportunities, why private markets are uniquely positioned to capture them, and what frameworks investors can use to evaluate risk and return potential.

Key takeaways from the conversation include:

What qualifies as an “emerging thematic” and why these ideas often start outside public markets
The role of private equity and venture capital in capturing early-stage innovation
Why thematic investing requires strong due diligence, not just trend-following
How to think about time horizon, liquidity, and access constraints in private opportunities
The importance of manager selection when accessing niche or complex themes

Whether you're a sophisticated investor looking to enhance diversification or simply exploring new ways to generate long-term alpha, this episode offers a thoughtful dive into how emerging thematics can complement a well-structured portfolio.

General Advice Warning:
Any general advice on this page does not take account of your personal objectives, financial situation and needs, and because of that, you should, before acting on the advice, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs. Information contained on this page was correct at the time of posting.