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Thematic investing An alternative approach to global equity investing
Thematic investing aims to identify the companies that will succeed in the future by focusing on the structural forces shaping our world: megatrends.
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Thematic investing
Megatrends are disruptive environmental, social, economic and technological forces of change that are transforming the way countries are governed, companies are run and people live their lives. Our thematic equity funds invest in specialised and innovative firms that understand this new world and possess the expertise to thrive within it.