Reports

Unlocked report: Supercharging a new wave of thematic ETFs

In this issue:

Thematic ETFs in Europe – much like their ESG counterparts – have struggled to build on the momentum born out of the post-COVID-19 era.

Flows into thematic ETFs peaked at $15.6bn in 2021 to -$1bn in 2023, showing signs investors' interest in megatrends is waning.

There is still a sign thematic ETFs are playing a useful role in portfolios however, perhaps less of a ‘buy-and-hold’ play and more of a tactical asset allocation tool.

Throughout the four chapters, we assess the state of the thematic ETF market in Europe and ask whether a new wave of active thematic ETFs can breathe new life into the product class.

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Unlocked Report: Supercharging a new wave of thematic ETFs Cover Image

In this issue:

Thematic ETFs in Europe – much like their ESG counterparts – have struggled to build on the momentum born out of the post-COVID-19 era.

Flows into thematic ETFs peaked at $15.6bn in 2021 to -$1bn in 2023, showing signs investors' interest in megatrends is waning.

There is still a sign thematic ETFs are playing a useful role in portfolios however, perhaps less of a ‘buy-and-hold’ play and more of a tactical asset allocation tool.

Throughout the four chapters, we assess the state of the thematic ETF market in Europe and ask whether a new wave of active thematic ETFs can breathe new life into the product class.

Request access