Thematic investing is our proprietary and systematic approach to identifying the most attractive transformational investment opportunities for our clients. Our approach begins with three overriding investment giga themes, that lead to many significant transformative trends and, ultimately, to hundreds of material sector themes that drive change at the company and asset level.
Three giga themes guide our thematic investing
Digitization & Automation
The main force driving the transformation of businesses across technology, services, and production
The reshaping of consumer preferences and habits in areas such as nutrition, healthcare, leisure, and learning
The largest ever global energy infrastructure and effectiveness program in history, touching on all economic sectors
Although three investment giga themes guide our approach, we focus on the cascade of significant transformative trends that fall under these themes. We look beyond the top layer to identify companies operating in less obvious underlying sub-sectors that are also benefiting from transformative trends. This second- and third-order thinking provides us with exposure to growth trends at a much lower risk profile.
We apply our thematic investing approach across all our industry verticals: Goods & Products, Health & Life, Services, Technology, Real Estate, and Infrastructure.
"Our thematic investing approach revolves around transformative trends triggered by changes in structural and industry dynamics, such as technological advances or business-model adaptations. We look for themes that result in sustainable, above-average secular growth over a five- to ten-year period and typically follow 40 to 60 thematic ideas at any one time."
Christina Han, Head Investment Research