Thematic funds showcase the best and worst aspects of asset management and hence present a daunting challenge for investors. On the positive side, thematic funds can highlight an asset-management firm ...

During this week’s Cocktail Investing episode, Tematica’s Chief Macro Strategist, Lenore Hawkins interviews our own Chris Versace to understand how he developed the thematic investing approach and why ...

Thematic funds were some of the biggest winners in the postpandemic recovery period—but they’ve also been some of the hardest-hit names in the subsequent market downturn. The chart below shows that ...

Established two years ago with six funds in the market, Tema ETFs has carved a niche in the ETF landscape. “We want to be in structural long term growing areas of the market where we really believe ...

Unlike generalist or sector-specific investing, thematic investing focuses on long-term economic, technological and social trends to drive innovation and generate sustainable returns. By examining ...

In asset management, some challenges demand practical solutions. Consistent exposure to thematics and mega-trends represents one such opportunity, offering investors the potential to unlock alpha.

The pandemic has driven an acceleration of a variety of investment trends. Investors are also responding to these shifts by allocating higher capital into thematic investments. At the start of 2021, ...

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 ...

Our entire thematic process is built on identifying the Ciscos of the future, and we remain confident that our approach leaves us well placed to outperform the main global equity indices over the long ...