Riding the crests and weathering the troughs: navigating thematic investing in 2024

Investing in technologies that can change the world is both challenging and exciting. Each innovation goes through its own lifecycle, creating interesting dynamics for stock market performance. This blog highlights the two prevailing paradigms in thematic investing: themes that have momentum and themes that need a catalyst to revive them. In both cases, investors could have promising opportunities.

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Historical performance is not an indication of future results and any investments may go down in value.


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