Kenneth Lamont, Senior Analyst, Manager Research, Passive Strategies
Thematic funds have been one of the big winners to emerge from the global pandemic, with many posting eye-catching returns over the period. The global market for these funds, which attempt to harness secular growth themes ranging from artificial intelligence to cannabis, has expanded rapidly in size and breadth.
Since publishing the first installment of the 'Global Thematic Funds Landscape'-research in early 2020, the supply of these niche and often gimmicky funds from asset managers has increased, as has the demand for clarity and guidance from investors. In this webinar, we focus on the outcomes of the 2nd edition of this paper and learn about key trends in the global thematic funds landscape and share best practices for choosing from this ever-expanding universe.