Megatrends

From megatrends to thematic investing

Megatrends are playing out on a vast scale. They are transforming our civilisations from top to bottom, impacting our daily lives and already shaping our future. They are coming into focus over long stretches of time - at least a decade, often more - and are, on the whole, independent of economic cycles. Hence, their essential character for investors and the need to grasp them fully.

Thematic investing takes full advantage of this time scale and connects investment to the world's realities.