As global resources become scarcer, companies developing more efficient solutions look like attractive investments

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

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

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

PWM invited seven leading figures in private banking and asset management to discuss the role climate change and sustainable investing considerations are having within the industry. Topics covered included the key drivers for sustainable investing and the prevalence of thematic funds

With a growing population and climate change putting pressure on natural resources, asset managers are having to factor ESG issues into their investment decisions

The increasing demand for luxury brands and an ageing global population are two long-term trends that thematic funds are looking to target.

A rising global population, increased wealth in the developing world and the growing biofuels industry all demand increased agricultural output, which a number of new funds are looking to target, writes Elliot Smither.