Sectors make sense for investors, not themes | Financial Times
Avoid thematic funds. And I should know, as ex-head of thematic research at a global bank
✒ TL;DR for avoiding thematic funds and going for sector instead:
“Buy when no one is talking about a theme and sell once everyone is. Easier said than done as most funds are launched only when a theme is exciting enough, and by that time it’s too late.”