thematic investing

The year's biggest returns came from unexpected places, revealing how investor enthusiasm shifted well beyond Big Tech.

A multipolar world shaped by energy security, industrial policy, and geopolitical risk.

Grow old enough and you have seen most movies before. You know the murderer. You know how it all ends. You know to run when the cat appears.

Thematic ETFs have outperformed in 2024 - where will the growth come in the coming 12 months?

There's always a sexy theme taking the market by storm, but QVG Capital's Josh Clark believes investors would be best placed avoiding them.

It’s easy to get caught up in a herd mentality, but history shows that thinking differently can pay off in a big way.

Sometimes, investing success comes down to contrarian thinking.

Forget chasing fads. Taking a thematic view is key for Westpac Private Bank’s George Toubia.

Its inevitable the novelty wears off the initial AI winners and investors turn to “whats next?”

Forager's Steve Johnson and Seneca's Luke Laretive talk hot themes and hotter stocks