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Thematic Investing

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

Guy Monson, Sarasin & Partner

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

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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

From Asset Allocation / Thematic Investing March 27, 2012

Climate Change Roundtable

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

Latest PWM video

Denise Voss, chairman of Luxembourg's funds association, ALFI, talks about opportunities, threats and innovations for the Grand Duchy, including Brexit, the boom in alternative assets and trends in sustainable investing.

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