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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).
Global equities can continue to perform well in 2021, but tech may have to share the limelight with some unloved areas. Meanwhile, a number of mega-trends will continue to gather pace. Global equities are by no means cheap, but they are reasonably valued.