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Thematic investing

Thematic investing Timber: sustainable material sustainable investment
Already versatile and renewable timber is fast-becoming the ultimate sustainable material thanks to new technology. Investors should take note.
The Advisory Board May 2019
Thematic investing How megatrends power thematic equities
Thematic equity strategies invest in companies whose prospects are underpinned by powerful forces of change we know as megatrends.
January 2019
Thematic investing Built to deliver: thematic equity portfolios
How every aspect of the thematic portfolio construction process is geared to helping investors secure better returns from their equity investments.
March 2019
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
Thematic investing Buying into the theme
Specialist companies usually make for effective innovators and therefore attractive investments. That's why they feature prominently in our thematic...
October 2018
Thematic investing Thematic Advisory Boards: experts that give our investment managers an edge
Philippe Rohner, Chairman of Thematic Advisory Boards 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 Nutrition: investing in the future of food
Help prevent and cure disease with nutrition1
September 2019
Thematic investing Electric driving more of an e-volution than a revolution
Electric cars could be a gamechanger in the field of sustainable transportation. But delivering on that promise will take time.
May 2018
Thematic investing Biotech aims at curing Alzheimer’s disease
Progress is being made in the care of patients with Alzheimer’s disease. Until the medical biotechnology industry finds a cure, dementia villages are...
May 2018
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 Soilless farming: agriculture goes vertical
Growing crops without the use of soil can help feed a growing world at a time when the amount of arable land is shrinking.
April 2018
Thematic investing Biotech: an act hard to follow
Biotech companies are thriving with now more than 700 listed on international equity markets1. What is the secret to their competitiveness?
March 2018
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