From Morningstar: 2024-04-16 04:54:00

Kenneth Lamont, senior analyst at Morningstar, discusses the performance of thematic funds. They tend to do well in growth periods but suffer in downturns, with AI and big data seeing high returns in 2023 while battery technology struggled. Thematic funds are risky due to high concentration and volatility, with regulation posing a significant threat. Despite recent challenges, thematic investing remains a valid approach, reflecting global market trends and societal growth. Morningstar is offering content on thematic investing this week.



Read more at Morningstar: Excited About the Future? Thematic Investing May Be…