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Thematic investing

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 The future's bright, the future's digital
Digital technology has radically changed our lives in the past decade. The rapid progress is set to continue.
February 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 Uncovering the true guardians of the environment
Investing to protect the planet's natural resources requires a deep understanding of industry's ecological footprint. Our environmental strategy has...
December 2018
Thematic investing Global Megatrend Selection - 10 is the magic number
Whatever happens to individual companies or countries in the future, the key strategic drivers – urbanisation, technology, resources, healthcare –...
December 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...
October 2018
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