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Thematic investing

Back to the future
How Pictet Asset Management pioneered the thematic approach to equity investing.
Hans Peter Portner, Head of Thematic Equities November 2018
Our thematic DNA
Gertjan van der Geer, Senior Investment Manager November 2018
Thematic investing Thematic Advisory Boards: experts that give our investment managers an edge
Philippe Rohner, Chairman of Thematic Advisory Boards November 2018
Thematic strategies for institutions
Marc-Olivier Buffle, Senior Product Specialist November 2018


Mega is an online magazine that features the people and companies looking to solve some of the world's most complex environmental, technological and societal problems - the kind of human ingenuity Pictet Asset Management aims to harness in its thematic equity portfolios.

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Thematic investing Using nutrition to boost fund performance
Interviewed in The Mail on Sunday Cedric Lecamp Senior Investment Manager of the Pictet-Nutrition fund discusses the importance of investing in firms...
Cédric Lecamp, Senior Investment Manager May 2018
Thematic investing Daily Telegraph: AI? Robotics? Will investing in the tech bubble really be safe this time
John Husselbee, multi-asset manager at Liontrust, mentions Pictet-Robotics fund as his favourite robotics fund.
October 2017
Thematic investing Our world is changing. Through your investments you can change it for the better.
Mega.online features the people and companies looking to solve some of the world's most complex problems; it also sheds light on the human ingenuity...
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.
Thematic investing Understanding Megatrends
Research on the key long-term global trends and the technologies driving change
Thematic investing Healthy living: a long-term investment opportunity
The trend to more healthier lifestyles is generating investment opportunities.
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