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THEMATIC News & Analysis

Why the odds are firmly against thematic investors
Personal Finance
Why the odds are firmly against thematic investors
Morningstar's John Rekenthaler explores why investors chasing a theme typically lose more money than they make.
John Rekenthaler | 12 June 2023
What is thematic investing?
Personal Finance
What is thematic investing?
Our framework can categorise the universe into four broad themes: technology, physical world, social, and broad thematic
Ruth Saldanha | 18 April 2023
Thematic funds: why a tempered approach is the best bet
Funds
Thematic funds: why a tempered approach is the best bet
Investors can win big if they catch a trend at just the right time. But they can lose big, too.
Don Phillips | 08 February 2023
What to consider when choosing a fund or ETF
Funds
What to consider when choosing a fund or ETF
Apart from fees, what considerations should investors keep in mind when picking a fund or ETF?
Ian Tam, CFA | 01 February 2023
Thematic investing: Morningstar explains
Stocks
Thematic investing: Morningstar explains
In this article, we take a look at how thematic investing works according to director of SMSF and investor behaviour at nabtrade Gemma Dale.
Nicola Chand | 26 October 2022
The next big thing: Gemma Dale explains thematic investing
Video
The next big thing: Gemma Dale explains thematic investing
Nabtrade’s Director of SMSF and Investor Behaviour Gemma Dale talks about thematic investing, volatility and ETFs.
Shani Jayamanne | 26 October 2022
What's the 'metaverse' and should investors care?
Stocks
What's the 'metaverse' and should investors care?
Metaverse prophets are early but emerging technologies bear promise.
Yan Barcelo | 02 November 2021
Investing basics: How to select a thematic ETF
Personal Finance
Investing basics: How to select a thematic ETF
Our best practices for choosing from this expansive universe.
Ben Johnson, CFA | 04 June 2021
Thematic ETFs: why knowing how to spot one is half the battle
ETFs
Thematic ETFs: why knowing how to spot one is half the battle
The boom in niche and often gimmicky exchange-traded funds has increased the demand for clarity and guidance, writes Ben Johnson.
Ben Johnson, CFA | 30 March 2021
Thematic ETFs: short-lived trend or long-term investment?
ETFs
Thematic ETFs: short-lived trend or long-term investment?
Battery technology. Cybersecurity. Cloud Computing. Exchange-traded funds that focus on a niche sector are in vogue and worth considering but brace...
Emma Rapaport | 26 March 2021