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Thematic investing: Tomorrow’s themes, today
Thematic investing has become a compelling way for investors to align portfolios with the trends shaping the future. A spectrum of long-term and short-term themes are increasingly influencing which companies lead the way as economies grow and markets evolve. The top themes over the last four years capture nearly 25% of US equity market returns on average, a trend that’s accelerated since the emergence of COVID-19 in 2020.1 This has led to a broad industry shift with assets managed in US-listed thematic funds growing over 10x from $13bn in 2016 to $148bn in 2021.2 Our research also indicates that themes have the ... (full story)