When thinking about thematic investing, AI is one topic that comes into investors’ minds. While it is certainly a relevant topic, it is not the only one. Vontobel’s thematic investing team cites rising energy demand and investments in critical infrastructure in the US in addition to productivity gains from artificial intelligence a key themes in 2025.
These trends will benefit not only leading technology giants, but also innovative companies from various other sectors. “However, the unpredictability of future geopolitical and global economic developments as well as company-specific events harbors risks that could adversely affect the business success and stock prices of companies,” cautions Daniel Maier, Head of Thematic Investing, Senior Portfolio Manager at Vontobel.
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