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A difficult period for the performance of some thematic funds has given fuel to the naysayers’ arguments. But we believe thematic investing with an active approach is a powerful tool for investors now and in the years to come. Thematic investing has taken off in recent years. Global thematic assets under management stood at $400 billion as of 1 July 2023, up 11% from the end of last year (according to data from Goldman Sachs).
Let's have a look at the impact of "deglobalisation" on some of our favoured themes: smart manufacturing, energy transition and climate change, and the circular economy.