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THEMATIC INVESTING News & Analysis

Should you invest in thematic ETFs?
ETFs
Should you invest in thematic ETFs?
The rising popularity of ETFs offer a diverse range of investment options. 
Simonelle Mody | 27 February 2025
Why the odds are firmly against thematic investors
Personal Finance
Why the odds are firmly against thematic investors
Morningstar's John Rekenthaler explores why investors chasing a theme typically lose more money than they make.
John Rekenthaler | 12 June 2023
Why ARKK shareholders are still underwater
Stocks
Why ARKK shareholders are still underwater
Despite a recent performance rebound, most ARK Innovation ETF investors have lost money.
Amy C. Arnott, CFA | 07 June 2023
Use caution when investing in a trend
ETFs
Use caution when investing in a trend
The investing industry has a love/hate relationship with thematic ETFs. We explore how a thematic ETF may fit into a well-rounded portfolio.
Joshua Peach | 05 June 2023
3 tips for picking an ETF
ETFs
3 tips for picking an ETF
You’ve decided to buy an ETF. These three tips will help you narrow the universe down to one that suits you, and keep out those that don't.
Sarah Dowling | 02 June 2023
What is thematic investing?
Personal Finance
What is thematic investing?
Our framework can categorise the universe into four broad themes: technology, physical world, social, and broad thematic
Ruth Saldanha | 18 April 2023
Five thematic investing myths busted
Funds
Five thematic investing myths busted
'Just a flash in the pan,' 'too risky,' and 'more likely to close' are just some of the accusations made about thematic funds. But what does the data...
Ollie Smith | 17 April 2023
Thematic ETFs: Are they a good investment option?
ETFs
Thematic ETFs: Are they a good investment option?
Thematic ETFs continued to flood onto the market in 2022, giving investors exposure to niche trends like AI, cloud computing and food security—but...
Joshua Peach | 06 March 2023
Thematic funds: why a tempered approach is the best bet
Funds
Thematic funds: why a tempered approach is the best bet
Investors can win big if they catch a trend at just the right time. But they can lose big, too.
Don Phillips | 08 February 2023
What to consider when choosing a fund or ETF
Funds
What to consider when choosing a fund or ETF
Apart from fees, what considerations should investors keep in mind when picking a fund or ETF?
Ian Tam | 01 February 2023