![]() ![]() The mappings are new for this year, but the cumulative performance of these stocks aggregated at the exposure level over the past three years are shown in the next figure: No redistribution without Citigroup’s written permission. These are laid out in a bit more detail in the following figure: ![]() And lastly come two IT-focused themes: Smart Home and Creator Economy. Then there is one new Industrial/Environment Trends theme – Greening The Home. These include Beautiful People (a Consumption theme), PropTech (a Financial theme), Feminine Health & FemTech, Fighting Obesity, and Mental Wellness, which all relate to Health Care. The 2023 rebalance of the Global Theme Machine includes eight new themes to the full suite of, now, 93 themes. But here’s just a little more on the eight new themes that have been added this year. That is more than 32,000 mappings in total.įor a full write-up on how the Theme Machine works and how it can help, see the full report. For 2023, the Theme Machine maps almost 6,000 stocks to 93 themes. With an enriched set of data, the Theme Machine can further our understanding of the relative appeal of thematic investing, how this investment style has evolved over time, and how it compares to more traditional investment approaches. The Theme Machine has morphed over the past decade to take account of emerging innovations and changes in society, as well as geopolitical and economic challenges. This year’s annual rebalance introduces eight new themes. Citi Research’s Global Theme Machine is now in its second decade. ![]()
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