What has changed for thematic investing?
Five years ago, not many investors were interested in themes like tele-health, cyber security, and ecommerce. I believe that is changing now that they have seen the effects of and opportunities in technological disruption and digital solutions first-hand during the lockdown.
I discussed this trend – and investors’ growing appetite for environmental, social, and governance (ESG) strategies – in an interview on Bloomberg ETF IQ Europe. You can also find more about our approach to thematic investing here.