Equity Research Thematic Investing 4 August 2025 Thematic Investing This Summer in Thematics (2025): Themes in Bloom Looking for some summer reading to stay on top of the latest in Thematic Investing? We summarise our latest research on Unicorns, Fund Reviews, Powering AI, Critical Raw Materials, AI in Healthcare, PFAS Solutions, Fertility, Next-Gen Materials, and feedback from investor meetings. To help navigate the summer season, we highlight the most important takeaways from our recent reports. Let us kn ...