How Wealth Managers Approach Thematic Investing

Charles Paikert

4 October 2022

While these may be dark days for the financial markets, the popularity of thematic investing strategies and funds continues to soar.

According to .

“The search for thematic tailwinds such as renewables and growing Asian middle class consumer may be durable long term, but subject to near term unrelated hurricanes that can blow the thesis off course,” cautioned Robertson Stephens’ CIO Katz. “In other words, thematic investing requires patience and resilience.”