Our Approach
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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 |
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Blockchain Innovation | Global equity |
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Future Earth | Global equity | |
Future Food | Global equity | |
Future Life | Global equity | |
Global First Decade Innovators | Global equity |
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Internet of Things | Global equity |
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Mobility Innovation Equity | Global equity |
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