Full Resource List
We write on practical, thoughtful, well-sourced topics that apply to our clients written by David, Alishia and other humans--not AI.
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The Highs and Lows of Thematic Investments
The asset growth of thematic funds quadrupled and they offer unique, tactical bets on investment opportunities grouped by a subject or motif. Typically, it’s about technology and our changing future. Thematic funds tend to be a bull market phenomenon, possibly a result of investor overconfidence and enthusiasm. (There’s a good line that bull markets make everyone look smart.) It’s an intuitive strategy: “Let’s invest in a handful of really smart innovative companies that people are excited about, the growth potential is incredible”.