Thematic Investing: What Is It, and How Should Investors Consider Thinking About It?

Posted: 10/4/2023 by Fidelity Investments

Thematic investing is a way to invest according to beliefs and values, focused on long-term ideas and trends.

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Key Insights

Thematic investing allows investors to pursue market exposure to specific ideas or values.
Fidelity Investments^® has identified five different types of thematic investing, each with a different overall approach:
- Disruption
- Megatrends
- Sustainable
- Differentiated Insights
- Outcome-Oriented
Within each type, there may be different strategies for reflecting the theme, including different approaches to selecting investments.
Thematic solutions may provide focused exposure to a theme plus the benefits of our professional research and management.

Related Insights

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