Thematic Investing in 2025: Trends, Opportunities, and Future Scenarios
As we approach 2025, thematic investing emerges as a key strategy, allowing investors to align their portfolios with global megatrends, from technological innovation to sustainability.
As we approach 2025, thematic investing emerges as a key strategy, allowing investors to align their portfolios with global megatrends, from technological innovation to sustainability. Thematic investing transcends traditional sector-based allocations by focusing on dynamic, far-reaching shifts that promise to reshape industries. In this article, I take a closer look at these trends, examining their potential impact and market development scenarios while offering data-driven strategies to capitalize on opportunities and manage risks.
The Rise of Thematic Investing
Thematic investing has experienced substantial growth, with assets under management (AUM) in thematic exchange-traded funds (ETFs) more than doubling between 2019 and 2021, and surpassing $570 billion by 2024. This record growth, particularly in active ETFs, is expected to continue as investors increasingly turn to active strategies to navigate a new market regime characterized by greater volatility, uncertainty, and divergent…