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The Big Book of Trends and Thematic Investing
Trends and thematic investment strategies have enjoyed quite some popularity over the past few years. This can largely be explained by their attractive narrative and – in some cases – good short-term investment results. Yet, not all trends and thematic strategies are born equal. Some offerings are clearly better than others. Just a good story is not enough.
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Trends and thematic investing are not about riding short-lived hypes, quitting at the right time and then hopping on the next hot topic. The key goal is to identify long-term opportunities and to capitalize on these. Our aim in writing this ‘Big Book’ is to explain in detail – and with very concrete examples – what trends and thematic investing means to us.
It 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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