The thematic ETF universe has developed rapidly over the past few years , and enables investors to access powerful megatrends that are set to deliver strong long-term performance . Some 50 % of respondents identified thematic ETFs as the strongest performers in their portfolios in 2021 , the highest score across all categories listed . In particular , climate ( 68 %), digitalisation ( 51 %) and artificial intelligence ( 49 %) are the top three themes respondents are focused on in 2022 , while cybersecurity and social impact also scored highly .
What were the strongest investment themes in your portfolios in 2021 ?
Thematics 50 %
ESG 38 %
European equity 33 %
Inflation-linked bonds 30 %
Emerging markets 26 %
Income 16 %
Gold 11 %
Which megatrends are you focused on for 2022 ?
of respondents said thematics performed best for their portfolios in 2021