Water, robotics, artificial intelligence, carbon capture and cryptocurrency are all popular themes - but what do investors need to consider before taking a thematic approach to investment?
Commodities' 2024 story hinges on China's demand, India's rise, potential conflicts, the energy shift, extreme weather, and the path of inflation and the dollar.
Even with sentiment towards renewable-energy companies at an all-time low, decarbonisation remains the biggest structural-growth opportunity in a generation.