Deep Dive: Energy transition and healthcare stocks dominate thematic space

Earnings growth supported by policy

As thematic investing has gained significant traction over the last few years, there is now a sizeable range of opportunities available to investors, with energy transition and healthcare stocks leading in 2022.

According to Sophie Burke-Murphy, investment director at Featherstone, the most prominent themes are those centred around social, demographic and technological change. "The world's ageing population, advances in technology and environmental protection are three examples of dominant themes that are having a significant impact on our world today, and are likely to continue having an impact in the years ahead. It is worth noting that often, themes do not exist in isolation," she said. Burke-Murphy explained that as traditional benchmark investing tended to focus on success stories of the...