Families can meaningfully improve returns in the public equity markets by thinking thematically and extending the duration of their ideas. While the public equity market provides advantages over other ...

Thematic investing involves selecting assets based on long-term trends or themes expected to drive growth in the future. This approach focuses on identifying transformative forces that can create ...

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 ...