Equities Themes

Themes

Our thematic strategy aims to outperform by identifying the powerful trends and themes likely to shape the future investment landscape. 

By focusing on the bigger picture, thematic investing helps to overcome the short-term uncertainties and "noise" that challenge investors. We believe that focusing on the trends that will drive markets going forward may generate distinguishing investment returns.

An active strategy

Our approach starts with a top-down analysis of global and regional macroeconomic trends. Then a thorough bottom-up analysis identifies the best stocks to capture the growth potential of those trends and themes.

We offer a range of solutions focusing on themes such as:

  • Security 
  • Digital Health
  • Infrastructure 
  • Robotics 
  • Global prestige companies