Trends and thematic investing
The Big Book of trends and thematic investing
Trends and thematic investing is not just about great narratives, nor is it directed by fads or client appetite. Instead, it is a time-tested and clearly articulated investment approach, based on a thorough analysis of the powerful megatrends that shape our socioeconomic environment, and therefore our future.
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LatAm fintech thrives in a fast-changing environment
LatAm stands out as one of the most promising regions for fintech, not just for tech giants, but also for a myriad of local players.Read the insight -
Streaming is the future of media
Streaming platforms have enjoyed strong success and their prospects remain bright despite the dire consequences of Covid-19.Read the insight -
Covid-19: a foot on the brake or the accelerator?
The global policy response to Covid-19 presents major navigational challenges for investors. What are the long term effects?Read the insight
Three megatrends shape business and society
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