The idea of thematic investment is a relatively new one in investment terms. Standard & Poor's surveys this category of funds and asks: does it work?
Never known for its simplicity, the world of investment is a complex, changing market liable to confuse even the professionals among us. Take so called 'themed' investing, for example. Themed investments have been one of the more high profile market strategies of the past five to 10 years. Most people confuse themed investing with sector investing i.e. investing in banks, pharmaceutical firms or football clubs. But thematic investing is much more than this. How does it work? Themed investing ignores geographical or sectoral boundaries entirely on the basis that in today's global econom...
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