Thematic investing involves identifying and analyzing broader trends or themes that are driving change in the economy or a particular industry. These themes can be based on social, economic, technological, environmental or political factors, and may include things like demographic shifts, changing consumer preferences, or advancements in technology. Thematic analysis helps investors identify companies that are likely to benefit from these trends or themes and invest in them before the market catches up. This can lead to significant returns if the investor is correct in their analysis.
Compounding on small returns but repeated many times can also be a powerful way to generate wealth over time. This is because even small returns can compound into significant amounts…
Thematic investing is an investment approach that focuses on long-term trends or themes that are expected to shape the future of the economy and society. These themes can be related…