Thematic Investing: Navigating the Future with AI, EVs, and Bitcoin
In the aftermath of the pandemic, thematic investing emerged as one of the front-runners in the financial recovery process, though it encountered significant headwinds during the subsequent market downturn, including record outflows last year. However, as interest rates globally are presumed to have peaked and are on a downward trajectory—albeit with the US expected to follow suit with a delay—the landscape for thematic investments is poised for a revival in 2024.
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