Beyond the Stars

Taking Stock of Thematic Funds


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In this episode, Kenneth Lamont discusses the growing popularity of thematic stock funds, how they stack up historically versus traditional funds, and how to use them in a portfolio. Kenneth is the author of Morningstar's annual Global Thematic Fund Landscape, which you can access here:

Global Thematic Fund Landscape Report 2025 | Morningstar



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Beyond the StarsBy Morningstar