The rise of thematic investing raises key questions for allocators: how can investors identify the themes to invest in, determine entry and exit points, and reliably assess their return potential? Our ...

Passive, index-based ETFs offer simplicity, which can be valuable when dealing with complex strategies. But active strategies have the advantage of being flexible in volatile markets. This is ...

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 ...