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.
the-case-for-thematic-investing-jan-2021

The case for thematic investing

Why we believe using themes to guide an investment process can help to deliver long-term sustainable returns.

Our thematic strategies

Strategy Category Literature
Future Earth Thematic  
Future Food Thematic  
Future Life Thematic