Thematic funds: Why investors are now following stories instead of indices

Thematic funds are interesting for more than just the money they make. They go along with stories that people can relate to.

Thematic Investing Is Very Different From Traditional Stock-Picking. Here’s How It’s Done.

With this investing approach, investors identify industry groups and companies that are likely to benefit from multiyear structural or technological changes.
Portfolio Adviser

Neuberger Berman’s Rohm: Beyond AI and mega-cap tech

The Global Equity Megatrends manager discusses electrification, unique data sets and 'powerful' secular shifts ...

Honeywell International Inc. (HON) Presents At Morgan Stanley's 13th Annual Laguna Conference Transcript

Honeywell International Inc. ( NASDAQ: HON) Morgan Stanley’s 13th Annual Laguna Conference September 10, 2025 10:00 AM EDT All right. Thank you, everybody. I'm Chris Snyder, U.S. multi-industry ...
gh.bmj

Equity in rhetoric and (in)action: a thematic analysis of Canada’s approach to intellectual property rights in pandemics

The Canadian federal government has consistently emphasized its commitment to global health equity. However, during the COVID-19 pandemic and its aftermath, Canada repeatedly resisted measures ...
IEEE

A Bayesian Network Inference Approach for Dynamic Risk Assessment Using Multisource-Based Information Fusion in an Interval Type-2 Fuzzy Set Environment

Abstract: The Bayesian network (BN) method has been identified as a research hotspot in dynamic risk assessment (DRA) for systems. The traditional BN inference process relies on crisp probabilities; ...
IEEE

UTAM: A Unified Thematic Mapping Approach for Cross-Domain Personalization and Cold Start Alleviation

Abstract: Cross-domain recommendation systems are essential for delivering personalized experiences across diverse content areas. However, aligning user preferences across distinct domains, especially ...