Shifting Rate Outlook Puts Themes to the Test: BI Replay

How sensitive are thematic equities to changes in interest rates -- and when do fundamentals, industry exposure and company-specific catalysts matter more? Join Bloomberg Intelligence’s Thematic Strategy team as we test rate sensitivity across Accelerating Tech, Physical Environment and Consumerism themes. Combining modeled stress tests, implied equity duration and lessons from prior rising-rate periods, we’ll examine why some themes and stocks have proved more resilient than traditional duration signals might suggest. The discussion will explore where rate risk is actually concentrated, what has driven sharply different outcomes across themes and within them, and the signals investors should watch as the rate outlook evolves.