Invest In Your Interest
When you invest in a thematic portfolio, you are putting money into ideas and trends that are already familiar and exciting to you. Having in-depth knowledge or first hand experience in a particular trend can drive your ability to make smart investment choices.
Meanwhile, doing research on that particular theme would come naturally and will strengthen your position and improve your ability to customise your own portfolio.
Being able to invest in a theme that personally drives you is a great pull factor, as you would have a higher interest in your performance.
Less Affected by Short-Term Economic Cycles
Thematic investing means looking at the bigger picture, where you’re investing based on big global economic trends rather than short-term economic cycles.
What this means is that companies which are supporting such important, long-term changes will usually suffer the least from regional economic downturns, as their results outweigh market trends.