Quick Bite | The key investment themes of the decade

Investing according to a theme is common practice, and some do it very well and some do it badly. In each case, a particular asset class, sector, or region captivated investors for an extended period, driving returns and outperforming the rest of the market. These themes are often the product of a confluence of factors, including the macroeconomic environment, geopolitics, monetary policy, or other structural shifts like technological disruption. An example of thematic investing might be, “The developed world population is rapidly ageing. With age comes increased demand for healthcare. Let’s buy a diversified portfolio of healthcare-related stocks.”

In the chart below are the investment themes that have defined each decade from the ‘Nifty Fifty’ to the tech giants of the 2010s.

Source: Visual Capitalist

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