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  
Future Earth Global equity  
Future Food Global equity  
Future Life Global equity  
Global First Decade Innovators Global equity  
Internet of Things Global equity  
Mobility Innovation Equity Global equity  
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Made in Vietnam?
Blog

Vietnam: Supply-Chain Superstar

Key (and sometimes surprising) findings from a recent trip to Vietnam.
Richard Bullock
October 4, 2022
Emerging markets & Asia, Fixed income, Sector research, Themes
Panoramic, Nature, Outdoors
Blog

Seeking Differentiated Returns in Volatile Markets

As a difficult earnings season approaches, we still see opportunities to seek out long-term structural growth.
John R Porter III
September 7, 2022
Themes, US equities
The power of divergence
Blog

The Power of Divergence

We analyze how diverging economies can create opportunities for bond investors with a global mindset.
Paul Brain
September 1, 2022
Fixed income, Macro views, Themes
Texture, Pattern, Rug
Blog

The Escalation of Cybersecurity’s Threat Environment

Geopolitical events have heightened the need for robust cybersecurity, potentially creating opportunities as the industry moves toward consolidation.
Robert C Zeuthen, Connor Middleton
August 24, 2022
Global equities, Sector research, Themes