Can AI lead thematic investing back to glory?

It’s been a volatile three years for investing across themes such as EVs, robotics and biofuels even with the breakout of artificial intelligence in 2023, based on our portfolio of 30 themes. This year, we believe thematic-based investing could be poised for a return to the forefront where it belongs, with the potential for a standout year for cloud, cybersecurity, 5G and genomics, says Bloomberg.