Thematic investing is not constrained by style or sector
Profound transformations are taking place in the global economy. From the deployment of AI, the digitalization of healthcare, the energy transition, and many other long-term trends, there is a lot to be excited about when it comes to identifying thematic opportunities for investors.
Investing in changes that we identify as promising to disrupt the nature of competition—not only in the short-term but in the years to come, can help build a portfolio for the future.
Capturing Structural Change
By seeking to identify structural shifts before they happen and capture shifts set to reshape the future, our Global Thematic Equity team has seen many cycles and market trends, making us the team well positioned to navigate today’s—and tomorrow’s—challenges.
Established Single Theme Discipline
Our Investment Solutions team has a strong track record when it comes to designing targeted thematic strategies. We specialize in single theme offerings, custom multi-thematic allocation, and bespoke new theme generation - allowing investors to build unique portfolios around the themes they’re most passionate about.
Research & Insights
Access our latest thought leadership.