Thematic Investing: Identifying New Opportunities

March 10, 2023 Walter W. Bettinger II
Schwab's thematic stock lists help you discover and invest in trends that align with your goals.

In 1975, when the government deregulated stock trading commissions, Chuck Schwab helped pioneer the discount brokerage, lowering the barrier to entry and paving the way for investing as we know it today. That innovative, client-first mindset has always been part of Schwab's DNA—and underpins every new product and service we create.

Take thematic investing. According to Schwab's 2022 Modern Wealth Survey, 8 in 10 Americans say their personal values and interests play an important role in their investments. And our own clients have told us they want an easier way to align their investments with the ideas that matter most to them. Of course, not every investment idea will go the distance, but using our proprietary research, we've identified more than 40 themes—from Artificial Intelligence to Electric Vehicles—with particular potential.

Thematic investing is just one of the many ways Schwab is helping clients personalize how they invest. We're making the process of identifying such opportunities—and the companies behind them—easier, more accessible, and more affordable than ever before.

Sincerely,

Walt Bettinger Signature

Walt Bettinger

Chief Executive Officer & Co-Chairman

Thematic investing at Schwab

Learn more about investing in themes.

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Thematic stock lists are not intended to be investment advice or a recommendation of any stock. Investing in stocks can be volatile and involves risk, including loss of principal. Consider your individual circumstances prior to investing.

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