Is ‘price momentum’ the answer to timing thematics?

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hematic investing is a long-term endeavour. The performance potential of such an investment is the consequence of worldwide, structural changes that can span decades. However, those changes do not happen linearly over time, they tend to go through fits and starts. Looking back over the last few years, it is easy to see how this phenomenon applied to cloud computing in 2020 and artificial intelligence (AI) more recently. 

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