Strategies

Thematic investing

Thematic investing

Thematic investing is a top-down investment approach with a focus on broader, macroeconomic themes. It works at one of the investors’ great advantages, the long-term investment horizon, serving as a forward-looking approach that serves to capitalize on anticipated changes in our world. Thematic investing follows certain social, economic, corporate, demographic, or other themes that are popular in society.

Essentially, the opportunity comes when more people believe in the same themes and capital is shifted in the direction of these companies, driving superior performance in a thematic portfolio.