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 ...

Capital at risk. The value of your investments can go up and down, and you may get back less than you invest. Thematic investing is an increasingly popular long-term investment strategy that aims to ...

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 ...

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 ...

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 ...

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.

Thematic investing is gaining steam and many indications suggest that this trend is set to continue. 1 Investors would do well to consider the challenges and the opportunities available in thematic ...

In the mid-1990s, while working for another asset management company early in my investment career, I was given the responsibility of managing the global equity segment of a pension fund. Until then I ...

A key part of our approach to active ownership is thematic engagement. We use thematic engagements to focus on specific social, environmental and governance themes where we believe these can support ...