Thematic investing
Thematic investing is a future-focused investment approach that targets specific trends or themes anticipated to drive long-term growth. This strategy involves researching macroeconomic, geopolitical, and technological trends expected to evolve over time, such as climate change, disruptive technologies, and changing consumer behavior. By focusing on these megatrends, thematic investing aims to capitalize on significant shifts that could transform entire industries and influence future lifestyles, work, travel, and healthcare. Investors use integrated data, analytical tools, and insights to gain a clearer view of these structural changes and align their portfolios with emerging opportunities.