Why Themes Matter More Than Stocks

Momentum trading has increasingly influenced market behaviour over the past year. Large hedge funds, algorithmic trading systems and ETF flows are moving capital between themes rather than individual stocks. With computers executing a significant share of trades, understanding momentum and thematic ETF investing has become essential for investors. — 🧠 Principles – How We Think About Investing Principles is a short video series from Marcus Padley, shaped by 40 years in markets. It's not a course and it's not stock tips. Just clear thinking on timing, behaviour, and better decision-making. 👉 Watch the Principles mini-series https://bit.ly/mt-principles-yt — 🔓 Membership – Join Marcus Today Get full access to Marcus Today, including daily insights, portfolios, education, and the Members Podcast. YouTube viewers can use the code **MTYOUTUBE** for 10% off. 👉 Join here https://bit.ly/mt-join-yt-offer — Disclaimer This content is general information only and does not consider your personal circumstances. It is not personal financial advice. Please consider whether it is appropriate for you or seek professional advice before making investment decisions. momentum trading, algorithmic trading, hedge funds trading, ETF investing themes, thematic ETFs, stock market algorithms, market momentum strategies, quantitative trading, ETF flows, market structure