“Israel has a legacy of building some of the most disruptive technologies in the world”

“Thematic investing is the process of identifying powerful macro-level trends, and the companies that stand to benefit from the materialization of those trends. We’re looking at areas like electric vehicles, blockchain, advancements in robotics and AI, to understand what is the disruptive potential of these technologies, and what are the investment opportunities for investors who want to play on these themes in their investment portfolios,” said Jay Jacobs, Head of Research and Strategy at Global X in an interview with CTech’s Yafit Ovadia at the Calcalist Mind the Tech New York 2021 conference in Manhattan on Tuesday.

“Israel has a legacy of building some of the most disruptive technologies in the world. In cybersecurity, Israel is really one of the powerhouses of disruption,” he said, adding that the uniqueness of that disruption is exclusive to Israeli startups. “There’s not really a lot of countries who have that commitment to disruption, and are interested in defining those new areas for the 21st century, so Israel is really a leader in that space.”

Jacobs added that a good example of that disruption was the field of lithium ion batteries, which is no longer only exclusively applicable to smart phones, but also can be used for electric vehicles. He cited blockchain as another growing hot market trend, but added that despite its negative reputation for not yielding environmentally-friendly methods for production, crypto companies are looking to change that. Companies are realizing that generating greener methods isn’t only about protecting the environment, but can also generate greater economic potential, he said.

Watch the full interview above.