Will Almost Half Of Investment Portfolios Be Thematic In The Future?

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One of the greatest investors of our time, Kiril Sokoloff, shares what he expects to be at the forefront of the digital revolution, including disruptive technologies like 5G, AI and blockchain. Thematic investing is one of the most popular investment methods of the 21 century and has been growing for a number of decades. Data from Morningstar showed that the amount of capital invested in thematic funds grew to $781bn at the end of 2021, compared with just $251bn two years earlier, an increase of around 186%. Q2 2022 hedge fund letters, conferences and more What Is 13D’s Thematic Investment Str…

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