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Thematic Investing

Jamie Black, Sarasin
From Asset Allocation / Thematic Investing November 18, 2015

Clients warming to Sarasin’s two-pronged thematic process

Sarasin & Partners, pioneers of the long-term thematic approach to investing, see plenty of opportunity in US equities, while also highlighting European and Japanese exporters 

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Using environmental, social and governance factors to protect client portfolios

Jacky Prudhomme, head of ESG Integration and Social Business Investments at BNP Paribas Investment Partners, talks to Yuri Bender about the evolution of responsible investing from negative to positive screening

Ana Haurie, Dexion Capital and Agricultural Asset Management
From Asset Allocation / Thematic Investing April 2, 2015

Appetite grows for equities with an agricultural twist

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

Bolko Hohaus, Lombard Odier

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?

Sam Jeffries, Sarasin & Partners
From Asset Allocation / Thematic Investing April 14, 2014

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

George King, RBC Wealth Management
From Asset Allocation / Thematic Investing October 25, 2013

Sustainable investments move into mainstream

Social and environmental concerns are driving investors towards sustainable funds, but research suggests they deliver impressive returns too

Robert Ruttmann, Bank Julius Baer
From Asset Allocation / Thematic Investing September 27, 2013

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

From Asset Allocation / Thematic Investing October 26, 2012

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

Clients of private banks share a huge amount of data and family information with their financial providers, yet the service they receive seldom matches expectations. The time has come for these wealth managers to learn from other industries.

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