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شركة سنشري تنظمها هيئة الأوراق المالية والسلع. عقود الفروقات هي منتجات قائمة على الرفع المالي تنطوي على درجة عالية من المخاطرة. اكتشف المزيد!

Monday, September 05, 2022

Leverage future trends with Thematic Investments

تم إعداد هذا المنشور من قبل سنشري للاستشارات

Leverage future trends with Thematic Investments
What is Thematic Investment?

Those who saw the potential of the internet before its boom generated massive returns from their investments in this space. Thematic investments involve investing in potentially ground-breaking trends of the future. When these trends materialise as growth booms, the returns from these thematic investments surpass the average returns from most financial instruments like index trading.

Identifying and investing in disruptive innovation of the future could carry great rewards. However, strategically assessing and sorting the trends with the greatest potential of succeeding in the future is crucial to ensure good returns.

What are thematic investments?

Essentially functioning as long-term investments, thematic investments refer to making strategic investments that follow a theme. This theme could be indicative of a potential disruptor of the market in the future. Thematic investments are not limited to single stock but could be a collection of stocks contributing to a foreseeable growth opportunity.

For example, investing in the stocks of various companies researching and manufacturing self-driven cars, companies working on technology that could support self-driven vehicles and companies supplying parts needed by self-driven vehicles could form a good thematic investment fund for those who believe that self-driven cars are going to bring about a structural shift in the way the automobile industry functions.

Why do investors choose thematic investments?

With thematic investments, they are long term plays and doesn’t require frequent montoring as we do with trading, say currency trading. We can invest in the future by investing in the industries we believe in, like renewable energy or electric vehicles. By making such investments, we are contributing the future technology in a small way, supporting innovation while making smart, long-term investments. Most thematic investments today could also be ethical because our investments could steer the direction in which we wish to see the future.

Thematic investments tend to outperform the results from indices trading and other forms of investments when the trend we invested in has successfully created an impact. Though they carry a significant amount of risk, a well-researched investment with complete due diligence could give equally high returns from a long-term perspective.

That's where choosing the right consulting partners can help you understand investments in a more structured manner and equip you with the right resources to become a better investor.

The impact of thematic investments so far

Trading platforms or financial consultancies that indulge in thematic investment options conduct thorough research before offering them as a viable investment product. Historically, thematic ETFs’ hold on the industry assets has been only 2% while generating 6% of its total revenue. Morningstar reported a 186% increase in the amount invested in thematic funds just between 2019 and 2021. The Environmental, Social and Governance sector has been projected to cross $50 trillion by 2025, as per the Bloomberg Intelligence reports.

Parting Thoughts

We can make thematic investments in many ways. We can invest in funds created by fund managers who cherry-pick stocks that can fetch high returns. We can also invest in passive funds like thematic fund ETFs or choose a wide range of stocks that can form a portfolio following a singular theme with the potential of growing significantly in the future.

If you leverage future trends and indulge in thematic investing, ensure that you follow the market movements and stay up-to-date with the latest information that can influence your thematic investment portfolio. Ensure that you choose promising stocks that contribute to a major trend that can reshape an industry in the near future and has maybe even started to show results in that direction.

لا تقدم شركة سنشري للإستشارات والتحليل المالي ش.ذ.م.م (الشركة) محتوى هذه المدونة، بما في ذلك أي أبحاث أو تحليلات أو آراء أو توقعات أو أي معلومات أخرى (يُشار إليها مجتمعةً باسم "المعلومات")، إلا لأغراض التسويق والتثقيف وإتاحة المعلومات العامة. ولا يُفسَّر ذلك على أنه نصيحة استثمارية أو توصية أو دعوة لشراء أو بيع أي أدوات مالية.

كما يجوز نشر هذه المعلومات عبر قنوات مختلفة، بما في ذلك موقع الشركة الإلكتروني، ومنصات الغير، والنشرات الإخبارية، والمواد التسويقية، ورسائل البريد الإلكتروني، ووسائل التواصل الاجتماعي، وتطبيقات المراسلة، والندوات الإلكترونية، وغيرها من وسائل التواصل. وبينما تسعى الشركة لضمان دقة المحتوى، فإنها لا تضمن اكتماله أو موثوقيته أو تحديثه في الوقت المناسب. وعليه، فأي قرارات تُتخذ بناءً على هذه المعلومات تكون على مسؤوليتك الشخصية. ولا تتحمل الشركة أي مسؤولية عن أي خسارة أو ضرر ناتج عن استخدامها.

ينطوي تداول المنتجات المالية على مخاطر كبيرة، بما لا يتناسب مع جميع المستثمرين. فيُرجى التأكد من وعيك التام بالمخاطر، وطلب الاستشارة المهنية المتخصصة إذا لزم الأمر.

يُرجى الاطلاع على بيان كشف المخاطر الشامل المتوفر على موقعنا الإلكتروني.