Investment Ideas : thematic investing is tough

Digging deeper into defence themes and the pet care revolution via Zoetis

Defence ETFs

Thematic investing has had a bad rap over the last year. Plenty of money was raised for thematic ETFs in the AI field, for instance, raising billions of dollars and making many ETF issuers very rich from new fees. The challenge is that critics say thematic investing is just a higher-risk form of stock picking with added momentum wrapped up w…