
Blog
Mar 3, 2024
Introduction
Thematic investing concentrates on global megatrends shaping the future—think renewable energy, artificial intelligence, electric vehicles, or cybersecurity. Instead of focusing purely on sector or geography, thematic strategies hone in on transformational forces expected to drive long-term growth.
Popular Themes
Clean Energy & Sustainability
Fueling the green revolution and meeting ESG objectives.Technological Disruption
Cloud computing, robotics, 5G, and virtual reality sectors.Healthcare Innovation
Genomics, telemedicine, and biotech breakthroughs.
Performance Insight
An MSCI study suggests that certain thematic indexes have outperformed traditional benchmarks over a 5-year period, though they also carry higher volatility1.
How Surmount Wealth Does It Better
Surmount Wealth’s research layer scans top-performing thematic ETFs and equities, proposing diversified bundles that allow you to ride these megatrends—without overexposing your portfolio to a single theme.
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