Thematic funds appear to be here to stay. Despite recent underperformance, they’ve grown in size, number, and prominence in every major fund market globally over the past five years. These funds offer ...

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 ...

When you hear things like “electric vehicles are the future” or “AI is going to grow and grow,” you may think to yourself, “How do I, a savvy investor, get a piece of that pie?” You can’t yet invest ...

Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Retirement Income Certified Professional (RICP), and a Chartered Socially Responsible Investing ...

Investors continue to show interest in thematic funds, a type of fund that invests across multiple sectors and assets based on an overriding theme such as AI, clean energy or cannabis, according to a ...

Investors are always searching for the next big opportunity. In recent years, thematic and sector ETFs have offered precisely that: access to transformational trends like artificial intelligence, ...