Thematic funds have become popular for capitalizing on growth themes like demographic shifts and technological advancements. However, they often carry high volatility. Addressing thematic questions ...

After 20 years of torpor, key parts of Japan's technology industry have been woken up by the rise of China, competition from Asian emerging markets, an ageing population and sagging productivity.

Thematic funds are reshaping portfolios worldwide, with assets reaching a three-year high of USD 779 billion in Q3 2025. While Europe remains the largest market—holding 44% of global assets—its share ...