Very good overview of the #thematic #ETF universe and opportunities it represent! I continue to believe, and have been saying for years, #innovation is accelerating and the opportunities it will bring is immense! However: “The reality is asset allocators – including retail investors themselves, but primarily wealth managers – buy after themes and funds have outperformed and sell after they underperformed. Perhaps the most underappreciated destroyer of capital!” #Emotional and #behavioural biases are not only the Achilles heel of active portfolio managers…but much more so that of uninformed allocators!
Thematics Unlocked 2024: Supercharging a new wave of thematic ETFs ETF Stream's latest report is available to download now, in which we assess the state of the thematic ETF market in Europe and ask whether a new wave of active thematic ETFs can breathe new life into the product class. Download the full report here: https://lnkd.in/eyjneXc7 Thank you to our supporting partners Morningstar, MSCI Inc. and STOXX, and also our contributors Ernst Knacke and Stephan Kemper. #ETFs #ThematicInvesting #ThematicETFs