Thematic investing
Invest in the trends shaping the future
Global economies are being shaped by big themes called megatrends. By tapping into these themes, investors can unlock significant growth potential. With over 30 years of qualityfocused investing, we have the expertise to capture these growth opportunities
Our approach
We've identified three lasting growth megatrends: transformational technology; energy evolution; and health, wealth, and demographics. These themes are shaping market views of companies. Within these megatrends, we’ve identified more precise subthemes that focus on specific aspects of each trend.
Transformational technology
Big data and generative artificial intelligence (AI) are driving exponential growth in computing power, application, and the processing of data. This is enabling the development of multiple new technologies.
Energy Evolution
Growth in climate solutions and stricter regulations are boosting demand for sustainable products. The electrification of heating and transport, onshoring of manufacturing, and increased data usage are significantly increasing clean energy demand
Health, wealth and demographics
Breakthroughs in healthcare are contributing to longer and higherquality human lives and changing demographics. At the same time, rising income levels in emerging economies and generational shifts in behaviour are unlocking new markets and opportunities.
Risicowaarschuwing
Beleggen brengt risico met zich mee. De waarde van beleggingen en de inkomsten hieruit kunnen zowel dalen als stijgen en het is mogelijk dat een belegger minder terugkrijgt dan het belegde bedrag. Resultaten uit het verleden zijn geen garantie voor resultaten in de toekomst.
Educational articles
The case for thematic investing
Thematic investing is an investment approach that aims to deliver long-term value by investing in the trends that we believe will drive growth in the future
Key benefits of ETFs
A look into the world of ETFs and their unique structure, which holds securities on behalf of the fund’s investors. Understand the various options available