Our Approach

Themes seek to identify the major areas of structural change in the world. This structural change can be political, economic, social, technological, or environmental; its impact will manifest across traditional economic sectors, and will be significant in magnitude and long-term in duration.

As thematic change disrupts established industries and companies, it provides a potential opportunity for active investors to identify winning business models and avoid the losers.

All Thematic Strategies

Strategy Category Literature
Blockchain Innovation Global equity  
Global First Decade Innovators Global equity