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Thematic Investing: What to Know

Investing

Learn how to align investments with emerging trends and your personal values.

Thematic Investing is a strategy focusing on long-term, global trends in areas like technology, environment, and social behavior.

Popular themes include:

  • Artificial Intelligence (AI) & Robotics
  • Clean Energy
  • E-Commerce

SHOULD I CONSIDER IT?

Thematic Investing aligns your investments with personal values and interests making your investment journey engaging and fulfilling.

HOW DO I GET STARTED

  1. Identify Themes - Look for impactful trends with growth potential.
  2. Research - Study industry reports and financial statements.
  3. Selection - Diversity within themes, using stocks or ETFs.
  4. Monitor and adjust - Regularly review and update your portfolio.

MEGATRENDS IN THEMATIC INVESTING

  • Global commerce shifts leading to new opportunities.
  • Decarbonization driving investments in energy transition technologies.
  • Broader technological disruptions in finance, healthcare, etc.

The bottom line:

Because investments have risk of losing value and are not FDIC-insured, you should consider consulting a financial advisor before investing.

The information provided in these articles is intended for informational purposes only. It is not to be construed as the opinion of Central Bancompany, Inc., and/or its subsidiaries and does not imply endorsement or support of any of the mentioned information, products, services, or providers. All information presented is without any representation, guaranty, or warranty regarding the accuracy, relevance, or completeness of the information.