Thematic investing
Invest today in what’s shaping tomorrow
Invest in the trends shaping the future
Global economies are being shaped by big themes called megatrends. By tapping into these themes, investors can unlock significant growth potential. With over 30 years of qualityfocused investing, we have the expertise to capture these growth opportunities
Our approach
We've identified three lasting growth megatrends: transformational technology; energy evolution; and health, wealth, and demographics. These themes are shaping market views of companies. Within these megatrends, we’ve identified more precise subthemes that focus on specific aspects of each trend.
Transformational technology
Big data and generative artificial intelligence (AI) are driving exponential growth in computing power, application, and the processing of data. This is enabling the development of multiple new technologies.
Energy Evolution
Growth in climate solutions and stricter regulations are boosting demand for sustainable products. The electrification of heating and transport, onshoring of manufacturing, and increased data usage are significantly increasing clean energy demand
Health, wealth and demographics
Breakthroughs in healthcare are contributing to longer and higherquality human lives and changing demographics. At the same time, rising income levels in emerging economies and generational shifts in behaviour are unlocking new markets and opportunities.
Risk warning
The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.