What Is a Thematic ETF?
Thematic exchange-traded funds (ETF) are the most popular products offered to investors looking to adopt a thematic approach to their portfolios. Here is a short guide to these instruments and how they work, as well as a look at some of the most popular ETFs currently on the market. How a Thematic ETF Works They […]
Une approche systématique de l’investissement thématique
L’investissement thématique est une approche d’investissement qui a le potentiel de générer des rendements à long terme bien supérieurs à ceux du marché. Néanmoins, on reproche souvent à cette stratégie d’être trop théorique, et donc susceptible d’échouer ou, du moins, d’afficher des performances inférieures aux attentes. Cette critique n’est pas sans fondement. Il est trop […]
A Systematic Approach To Thematic Investing
Thematic investing is an approach that involves investing in a specific idea, trend or theme that is expected to benefit from economic or societal changes. A systematic approach to thematic investing involves following a set of rules and procedures to ensure a disciplined and consistent approach to selecting and investing in themes. This approach aims […]
Développez vos connaissances en matière d’investissement thématique
Vous avez peut-être entendu l’expression « investissement thématique » lancée par des associés, des membres de votre famille ou des conseillers financiers, mais qu’en savez-vous ? L’investissement thématique peut être une approche très enrichissante pour construire et protéger votre patrimoine, à condition de bien comprendre les concepts et les pratiques qui le guident. Comme pour toute autre stratégie […]
Build Your Thematic Investing Knowledge
You may have heard the term ‘thematic investing’ being thrown around by business associates, family members or wealth advisors, but how much do you know about it? Thematic investing can be a very rewarding approach to building and protecting your wealth, provided you have a good understanding of the concepts and practices that drive it. […]
Disadvantages Of Thematic Investing
Thematic investing is widely regarded as an exciting, potentially very lucrative investment approach. However, it is not without its critics. The skeptical observations that some investors and fund managers make about thematic investing certainly have merit, and should be taken into account by those who choose to use this strategy. By being careful to avoid […]
Advantages Of Thematic Investing
Thematic investing offers several potential advantages to the investor that other investment approaches do not. With thematic investing, one can invest in long-term trends and themes of particular interest. It is more concentrated than asset class or sector-based investing, allowing an investor to focus closely on the desired exposure. While factor investing is historically based, […]
Comparing Thematic Investing With Other Forms Of Investing
Thematic investing does have a lot in common with other approaches, particularly sector investing. The difference lies mainly in what the investor chooses to focus on. For example, thematic investing is often conflated with sector investing, but the two strategies actually approach the markets at different levels. How Does Sector Investing Compare To Thematic Investing? […]
What Is a Thematic Investment Strategy?
Thematic investing is a strategy that involves aligning the selection of assets with one or more prevailing themes. The themes could relate to specific sectors, but more often, they involve long-term, wide-ranging political and economic trends. An investor or wealth manager will start by identifying a macro-level trend. The aim is to understand these trends […]
What Is Thematic Investing?
Many investors have discovered the benefits of using a thematic approach in choosing their investments and building their portfolios. Thematic investing is an approach that focuses on predicting long-term trends and making investment choices on the basis of the benefits that can potentially materialize from those trends. The thematic approach contrasts with the more traditional […]
