Finding Secular Themes To Invest In For 2022

<p>The secular theme may become more of a focus now that the early cycle run is over, says Tom Maher, Portfolio Manager at Hilton Capital Management. He discusses how software companies are higher today after DocuSign (DOCU) and MongoDB (MDB) earnings were released. He also talks about finding secular themes to invest in for 2022 and beyond by finding the victims of “short term-ish.” He then mentions that equities should rally despite some choppiness and how to invest in ESG as a theme in the utilities sector. Tune in to find out more.</p>