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 ...

Disruption is accelerating across industries, driven by transformative technologies and geopolitical shifts, creating new innovators and market leaders. Capturing future winners requires a disciplined ...

During the VettaFi Asset Allocation Summit in April, advisors told VettaFi about their strong interest in thematic ETFs. More than a third (35%) of attendee respondents said they expect to add to ...

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 ...

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 ...

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 ...

Thematic investing is the belief that major trends are the key to big gains in the market. Thematic investors seek to get in at the ground floor of a movement before it takes off. Sometimes, this ...

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.

Over the past few years, disruptive ideas, innovations and economic forces have reshaped the way we invest. Investors are constantly researching new and promising ideas in order to capitalize on ...