Our Approach

Themes seek to identify the major areas of structural change in the world. This structural change can be political, economic, social, technological, or environmental; its impact will manifest across traditional economic sectors, and will be significant in magnitude and long-term in duration.

As thematic change disrupts established industries and companies, it provides a potential opportunity for active investors to identify winning business models and avoid the losers.

All Thematic Strategies

Strategy Category Literature
Blockchain Innovation Global equity  
Global First Decade Innovators Global equity  
Internet of Things Global equity