Global macro trends make the agriculture theme an attractive bet for long-term investors, and many believe equities rather than commodities offer the best way to gain access
Sustainable Investing

Appetite grows for equities with an agricultural twist

Preparing portfolios for the next wave of disruption
Disruptive technologies can revolutionise the way entire industries operate, but are investors better off trying to pick out the new kids on the block or avoid those on the way down?

Global tailwinds provide lift to investments
Identifying global trends such as the growing population or the rise of the tech sector can help in long-term portfolio management, but implementation still comes down to efficient stock selection

Sustainable investments move into mainstream
Social and environmental concerns are driving investors towards sustainable funds, but research suggests they deliver impressive returns too

Investors eager to access African equities
Africa’s growth story is beginning to grab investors’ attention, but the continent’s stockmarkets are hard to penetrate meaning private equity may be the best route in
Harvesting the growing interest in agriculture
A rising global population and changing diets make agriculture attractive to investors, but the asset class is still in its infancy and standard private equity models may not be the best way in
A more efficient way into the environmental sector
As global resources become scarcer, companies developing more efficient solutions look like attractive investments
Thematic thinking enters mainstream
Investment strategies following themes such as the rise of emerging markets or the development of sustainable energy may be gaining traction, but critics claim they are little more than a marketing ploy

Building durable portfolios key to Sarasin’s approach
Guy Monson, CIO of Sarasin & Partners, discusses with PWM which factors led the bank to become pioneers in thematic investing and evaluates how the concept has fared

Thematic investing: the neverending story
The popularity of hedge funds and high yield investments will rise and fall, but the thematic approach appears to be a trend with staying power
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (December 2020 - January 2021)
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