So, what is thematic investing? Pulling out from the CNBC news site, thematic investing is “…buying stocks or other investments that may benefit from a particular trend”1.

Traditionally, investments are usually based along the lines of asset classes and so on as described in the first paragraph. For thematic investing, however, it tends to straddle across these traditional lines and it can be very focused on the theme in particular. For example, investing on the theme of fintech involves not only the technology and financial services sectors, but also across different countries where there are companies in