Thematic investing seeks to identify the major beneficiaries of structural change. Backed by research, analysis, and constant debate, we build our portfolios around the social, technological, and economic shifts that we believe are most likely to shape markets in the decades to come.
Capturing Structural Change
Our Global Framework for Structural Change
The future will look very different to the past. Our approach aims to offer investors the opportunity to capture the biggest structural changes of the next decade."
Steve Wreford
Global Thematic Portfolio Manager
What Makes Our Approach Different?
Having managed thematic portfolios for over 20 years, our Global Thematic Equity team has seen many cycles and market trends, making us well positioned to navigate today’s—and tomorrow’s—challenges.
What makes our approach different?
Dynamic
Our themes evolve over time to ensure we stay ahead of market consensus.
Unconstrained
Our portfolio invests in multiple proprietary themes across sectors and geographies.
Global Reach
We believe the best ideas can come from anywhere and any company in the world.
Long-Term Focus
Our investment horizon and valuation discipline is designed to capture opportunities over the long run.
Dynamic Themes for Long-Term Returns
Leveraging the insights gained in these meetings, we create multi-theme portfolios that we believe will drive returns for investors over the long term. Since our proprietary themes evolve over time, these portfolios are designed to be highly adaptable, allowing us to re-allocate capital as themes develop and emerge.
Smart Capex
Data and AI
Software Apps and Agents
Future Health
Empowered Consumer
Bits of Chips
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Investment Solutions
Our Global Thematic Strategies
Research & Insights
Access our latest thought leadership.
Important Information
As of 31 December 2024
Lazard's investment process is presented here in sequential steps for illustrative purposes only. In practice, the process is not sequential and will, as needed, weigh certain criteria over others.
Mention of these securities should not be considered a recommendation or solicitation to purchase or sell the securities. It should not be assumed that any investment in these securities was, or will prove to be, profitable, or that the investment decisions we make in the future will be profitable or equal to the investment performance of securities referenced herein. There is no assurance that any securities referenced herein are currently held in the portfolio or that securities sold have not been repurchased. The securities mentioned may not represent the entire portfolio.