New dawn: Thematic Investing

Thematic Investing has emerged as a strategic approach in the investment landscape, offering a fresh perspective on traditional investment methods. Eugene Boetha, Deputy Chief Investment Officer at Momentum Investments, recently shared insights on the key differentiators and the growing popularity of thematic investing. Boetha highlighted that thematic investing gained traction post the 2008 global financial crisis, as investors shifted focus from traditional methods that relied on historical data to predictions based on expected future changes. This shift was driven by the complexity of forecasting future events amidst market disruptions and anomalies. By analyzing expected changes in the future, thematic investing provides a complementary approach to classic investment management, capitalizing on emerging opportunities and shaping future developments.