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Thematic investing

SmartCity: building our urban future
Around the world cities are adapting to the demands of a swelling population by embracing sustainability and investing in new technologies. That's...
October 2019
Demystifying thematic equities
Actively-managed by specialists who conduct rigorous company research thematic equity funds are designed to help investors get the most from their...
February 2018
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.
How megatrends redraw the investment landscape
Megatrends are a discrete group of powerful social demographic environmental and technological forces of change that are reshaping our world....
Our thematics team
Information on our pioneering thematic investment team and strategies.
How we turn megatrends into investment ideas
We explain how our team of experts create investment strategies from megatrends.
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