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Thematic Thursday: Putting Thematic ETFs in a Risk on/Risk off Context

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October 23, 2025 Thematic investing has become a defining feature of modern portfolio construction. Rather than simply owning sectors, investors are targeting structural trends — from artificial intelligence and renewable energy to cybersecurity and space exploration — seeking asymmetric returns tied to long-term technological or policy shifts. Yet beneath the narratives, these themes differ sharply […]

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Thematic Thursday: Cyber Security Stocks at a Bearish Pivot

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August 28, 2025 As investor continue to digest NVDA’s earnings report and position for the next leg of the AI trade, we wanted to call out some emerging near-term weakness in another key Technology theme in our column today.  Cyber Security stocks and thematic funds have been retracing their YTD gains over the past 2-months,

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