Retirement | Wealth Creation

Theme Investing 101: Aligning Your Portfolio with the Future

Theme Investing 101: Aligning Your Portfolio with the Future
Robot spraying some liquid helping with farming_theme investing

Whether you’re passionate about artificial intelligence, renewable energy, or robotics, theme investing lets you support industries you believe in while potentially reaping financial rewards.

So, what Is Theme Investing?

Theme investing is targeting your investments toward a specific sector, innovation, or global trend. Unlike traditional investing, which focuses on diversification across industries, theme investing focuses on opportunities tied to emerging or established sectors. 

For example, the global shift toward clean energy has driven investment in lithium mining, which are crucial for EV, e-scooter and e-bike batteries. Similarly, advancements in AI and automation are reshaping industries, creating opportunities for savvy investors. 

Why it appeals to Australian investors 

Australians are increasingly drawn to investments that resonate with their values or interests. Theme investing allows you to: 

  • Potentially capitalise on emerging trends like AI or green energy. 
  • Support industries that align with your passions or values. 

Diversify your portfolio with targeted exposure to innovative sectors. 

  1. Artificial Intelligence (AI): From chatbots to autonomous vehicles, AI is at the heart of innovation. Companies like Alphabet (Google’s parent company) are leading the charge. 
  1. Lithium: With Australia being a major lithium exporter, this theme resonates locally. Many companies play a critical role in the EV supply chain. 

  2. Robotics: Whether in manufacturing or healthcare, robotics is revolutionising industries. Global leaders and local innovators are shaping the future. 

Getting started with Theme Investing

It is important to do you research and understand the risk involved with investing your money in emerging and tech-based investments as the landscape is rapidly and constantly changing. You can invest and do it yourself, but we strongly suggest seeking professional guidance and speaking to a financial advisor.

  • Research your chosen theme thoroughly. 
  • Diversify across themes to balance potential risks. 
  • Consider exchange-traded funds (ETFs) focused on specific themes, like AI or renewable energy. 

Our team of financial advisors at OzPlan Financial Services within MB+M can help investors align their portfolios with the future. If you’re ready to explore theme investing, contact us to discuss your financial goals and how you can get started.

You may be interested in our other similarly aligned article about: Sustainable investing on the rise.

Book an appointment

If you’re interested in booking an appointment, your first consultation is free, call us on 03 5831 1233.


Published January 2025
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