This article spotlights the essence of thematic investing and how to incorporate this strategy in investment portfolios.

Thematic investing – focusing on assets that are part of a specific theme or trend – can transform how investors approach their portfolios.

As global megatrends, such as artificial intelligence and climate change, reshape our economy, understanding how to identify and invest in these powerful themes has become more important.

What Is Thematic Investing?

Thematic investing pinpoints trends with future investment potential and invests in these themes rather than specific companies, currencies, bonds, or commodities.

Thematic investing typically prioritises long-term industry trends over…