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By Tom RILEY, Head of Global Thematic Strategies at AXA Investment Managers
The popularity of thematic equity investing accelerated in 2020, despite the impact of the pandemic, to grow by more than 75% in a single year.
While the widespread adoption of a thematic approach to investing is still relatively new, thematic funds now contain around €572 billion of assets worldwide having grown at an annual rate of 37% since 2018. Not only that, but demand is accelerating, with thematic funds growing by 77% in 2020. Fund buyers said thematic equity investing – defined as an approach which aims to gain exposure to companies which will benefit from clear long-term structural changes resulting from political, economic, and social forces – is...
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