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Thematic investing

Going beyond storytelling for true alpha and impact generation

Thematic investing is a great way for investors to take advantage of the structural socioeconomic changes and sustainability challenges that are shaping our future. It takes ingenuity and foresight to grasp the full consequences of such profound changes, which often tend to be underestimated. Viewing the world through a thematic lens helps to see the real opportunities.

The Big Book of trends and thematic investing

Picking the winners

A growing body of academic literature shows that a tiny fraction of listed stocks account for virtually all of the value created. The vast majority of companies simply don’t create wealth for their shareholders – from a long-term perspective. Thematic investing narrows down the investable universe, helping investors to focus on high-conviction themes in our economy, society and the state of our planet.
  • Exponential growth. New business models. Disruption. Sustainable investing. Making a real impact. Anticipating and taking advantage of these types of structural shifts and developments is our main objective in thematic investing.

    To go beyond just telling great stories about themes, we dive deeper into the profound drivers and changes behind them, using our deeply rooted research-driven approach. This enables us to identify the themes that will shape our world over the next decade(s).
  • We combine our approach with active management to construct portfolios with high-conviction holdings that carefully weigh earnings growth against valuation levels.

    That’s how we’ve built up a leading thematic capability: one of the largest globally. One that enables us to monetize these trends and to contribute to our aim of successfully generating alpha.

    Thematic investing insights

Finding tomorrow’s trends

Trends can be the key to long-term outperformance, but the investment process needs to be research-driven. We explain how to spot new trends and benefit from them.

Megatrends

  • Thematic investing is not about going with the flow but anticipating the flow. And that flow is shaped by three megatrends: sustainability challenges, transforming technology, and changing socio-demographics.

    Think of fintech and digital. Widespread digitalization is disruptive in many ways. In some cases, it can lower the barrier for companies wanting to enter new or existing markets. In other cases, digitalization can help by circumventing the middleman. We aim to monetize the digitalization, in financials, manufacturing or the consumer side.

    Or think of the new generations of digital natives and a rising middle class in emerging countries such as China and India. Increasing wealth in emerging countries is creating a surge of opportunities for consumer products and services.

    Our trend strategies
  • The growing importance of new generations will also change long-term prospects in terms of consumer spending, inflation, economic growth and politics.

    Think of global sustainability challenges. Climate change, resource scarcity and chronic health issues are all examples of real-world obstacles that reduce society's optimal development. But they also offer long-term value opportunities such as investing in solutions to make energy clean, affordable and reliable; or investing in solutions that help to efficiently manage water resources.

    Companies creating solutions possess substantial competitive advantages and are benefiting from these megatrends.

    Our sustainable thematic strategies

Megatrends shape business and society

Three powerful megatrends are shaping today’s world – transformative technology, Sustainability Challenges and changing sociodemographics.

Tap into our expertise

Keep up with our knowledge and trends through articles, podcasts and videos:

More insights

Tap into our expertise

Keep up with our knowledge and trends through articles, podcasts and videos:

More insights
Fully charged
Fully charged
27-09-2022 | Daily sketch
Global Consumer Trends: Consistency matters
Global Consumer Trends: Consistency matters
Growth stocks have gone through the wringer in the first half of 2022.
19-07-2022 | Insight
Behold, the metaverse
Behold, the metaverse
For a technology that is still in the early stages, the metaverse has attracted widespread attention and considerable capital.
14-07-2022 | Insight
PodcastXL: The pursuit of alternative alpha
PodcastXL: The pursuit of alternative alpha
It has been hailed as the next frontier in quant investing.
13-07-2022 | Podcast
Half-time! And what a ride it has been
Half-time! And what a ride it has been
After a turbulent first half of the year, the summer holidays represent a great time to catch up on useful information that you might have missed amid the tumult.
08-07-2022 | Insight
The future of fashion
The future of fashion
As long-term investors, we think carefully about the impact of secular changes in consumer behavior on industries and individual companies.
28-06-2022 | Insight
Podcast: Aggressive growth stocks face an uphill battle
Podcast: Aggressive growth stocks face an uphill battle
A year ago today, the scope for growth stocks – and particularly tech-related growth companies – still seemed boundless.
20-06-2022 | Podcast
Circular solutions – a triple threat for supply chain challenges
Circular solutions – a triple threat for supply chain challenges
The certainty of climate change combined with the uncertainty of geopolitics means risks to supply chains are greater than ever.
16-06-2022 | Insight
In addition to trends investing, we also have four other key strengths: