New year, new script: Only four weeks into 2023 and thematic investments are racking up impressive returns, largely under the radar. Market headlines remain focused on the Federal Reserve’s interest rate trajectory, recession risk, the labor market, consumer strength, and geopolitical uncertainty. So some investors may be surprised that thematic growth is finding favor.
Equities have broadly moved higher in January, but companies tied to areas like automation and clean energy have been especially strong. Thanks to some newsworthy…