Member-only story
Thematic Investing: What’s Trending in 2025?
Big picture ideas that are shaping the future
Thematic investing focuses on big-picture ideas that are shaping the future, like technology, healthcare, the environment, and global social shifts. Instead of picking stocks from just one industry, thematic investors follow powerful trends that cut across sectors and countries. In 2025, the world is changing faster than ever, and investors are watching closely for long-term themes that could create real growth.
Artificial Intelligence (AI): Still Just Getting Started
AI continues to be one of the hottest themes in 2025. What started with chatbots and smart assistants is now transforming entire industries. In healthcare, AI is helping doctors read X-rays and MRI scans more accurately. In transportation, it’s making self-driving cars safer. In finance, it helps banks detect fraud and recommend investment strategies.
Major companies like NVIDIA, Microsoft, and Amazon are leading the charge, but there are also many smaller AI-focused startups with big potential. Beyond the software, companies building the physical infrastructure, like data centers and advanced chips, are also gaining investor interest. ETFs that focus on AI or machine learning are attracting billions of dollars as investors try to tap into this…
