Investing Ideas
Thematic investing: What is it, and how should investors consider thinking about it?
Thematic investing is a way to invest according to beliefs and values, focused on long-term ideas and trends.
Key Takeaways
- 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 professional research and management.
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Thematic investing: what is it, and how should investors think about it?
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Because of their narrow focus, thematic and sector investments can be more volatile than investments that diversify across many sectors and companies.
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