Investing Ideas

Thematic investing: What is it, and how should investors consider thinking about it?

Thematic investing is a way to invest according to beliefs and values, focused on long-term ideas and trends.

By: Fidelity Investments
Updated: 10/4/2023
Key Takeaways
  • Thematic investing allows investors to pursue market exposure to specific ideas or values.
  • Fidelity Investments® has identified five different types of thematic investing, each with a different overall approach.
    • Disruption
    • Megatrends
    • Sustainable
    • Differentiated Insights
    • Outcome-Oriented
  • Within each type, there may be different strategies for reflecting the theme, including different approaches to selecting investments.
  • Thematic solutions may provide focused exposure to a theme plus the benefits of professional research and management.
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Because of their narrow focus, thematic and sector investments can be more volatile than investments that diversify across many sectors and companies.

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