MSCI: thematic indices link the economy and the investment

Appetite for megatrends differs depending on the region. Europe is very focused on the environment, and themes like green technology and clean energy are driving the creation of new thematic indexes; whereas the US is more interested in tech and Apac sits in the middle. There is also a convergence on some megatrends like AI which are on demand in the three regions. I don’t think ESG is a factor nor a theme, and it is not an overlay. ESG is a super structural dimension that runs parallel