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Thematic investing

Thematic investing Uncovering the true guardians of the environment
Investing to protect the planet's natural resources requires a deep understanding of industry's ecologicial footprint. Our environmental strategy has...
December 2018
Thematic investing Uncovering the true guardians of the environment
Investing to protect the planet's natural resources requires a deep understanding of industry's ecologicial 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
Thematic investing Urbanisation: the smart investment opportunity 
Urbanisation is putting pressure on infrastructure and the environment. To thrive, cities need to get smarter and work more closely with the private...
Ivo Weinoehrl, Senior Investment Manager October 2018
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.
October 2018
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