Thematic Investing: More Than Just a Good Story: Strategies and Best Practices for Equity Portfolios
In an increasingly complex global marketplace where short-term thinking has become the norm, considering the transformative forces that are reshaping the world can offer investors a compelling approach to strong long-term return potential. Thematic investing provides a differentiated way to generate wealth in contemporary markets by strategically envisioning the future through an investment portfolio while tapping into the powerful, universal appeal of a good story.
From technological disruption to the energy transition, people naturally connect to stories about change that can foster investment returns. Yet the simplicity of a compelling story may be misleading. Translating a trend into investment success requires identifying shifts…
