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Thematic investing

Thematic investing Why the taps won't run dry
Technology holds the key to resolving the world's growing water shortage problems. Thematic investors can make the most of the opportunity.
Cédric Lecamp, Senior Investment Manager, Marc-Olivier Buffle, Senior Product Specialist March 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 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
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