A survey by Cerulli Associates

What Awaits Thematic Investing in Europe in 2021?



Author: IreneValiente

  1. The consensus of managers operating in Europe is that broad themes relating to technology and sustainability will prevail in the aftermath of COVID-19
  2. Some 84% of the ETF issuers in Europe that responded to the survey expect "significant or moderate demand" for thematic ETFs in the next 12 to 24 months
  3. Almost all the managers that responded to the survey expect demand for water-themed ETFs to increase over the next two years