Investment themes to consider for 2025 include the AI revolution, data centers, power, biotech, regional banks, defense ...

There are plenty of themes around which can sort-of be adapted to portfolio sites, but choose carefully: opting for a quality specialist portfolio theme can be key in making the right impression.

Once themes are selected, the next step is to construct a diversified investment portfolio that balances thematic investments with traditional assets. This balance is crucial for managing the ...