Thematic investing is when investors apply a long-term investment philosophy that focuses on opportunities found in transformational trends. Isolating these trends moves the focus from specific ...

Thematic investing is a top-down approach to investing in which investors look at how macroeconomic factors such as interest rates can have an impact on businesses and companies.

With more and more thematic ETFs being launched, Stockspot has warned too much thematic-centred exposure in a portfolio can leave investors with a lack of broad diversification. Themes such as AI, ...