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What is thematic investing?

Benefits of thematic investing

Thematic investing aims to identify the companies that will succeed in the future by focusing on the structural forces shaping our world today: megatrends.

Investing in themes has a number of potential benefits:

Long-term capital growth

Active stock selection

Access to early-stage companies

Diversification benefits

Megatrends are the powerful socio-economic, environmental and technological forces that transform our planet and affect the world economy in a persistent and profound manner. For example, sustainability, the network economy and globalisation are megatrends.  

We know that companies that are able to adapt by creating innovative products and services which meet the new demands of this changing world should benefit from unrivalled growth potential.

Where Megatrends connect

Our thematic strategies are positioned where several megatrends meet. The more megatrends at play in any area, and the stronger their influence, the more compelling the investment theme becomes.

Our range of thematic strategies

To maximise the potential pool for investment opportunities, we adopt a global approach that ignores the constraints of benchmarks. Our strategies typically focus on companies providing solutions to global challenges and aim to deliver better outcomes not just for investors, but for everyone.

Investing for a better future

Sustainability has long been central to our company, which is why we are at the forefront of our industry in incorporating environmental, social and governance (ESG) criteria into all our investment processes – not least for our thematic strategies.

Integrate ESG factors into all investments processes

Engage with companies and goverments

Exercise voting rights

Act as stewards of responsible investing

Be transparent with clients on EGS criteria

“Traditional investing is based on indices that list companies by their market value, i.e. firms that have succeeded in the past. Our thematic strategies aim to harness the potential of companies that will succeed in the future.”

Peter Jameson

Thematic Equities

What are the risks?

We believe that investing in themes offers great potential for investors. There are risks however, and it’s therefore important to find an experienced manager to manage these.

Thematic strategies could invest in emerging markets, where investments can be higher risk and more volatile, or have investments denominated in a foreign currency meaning a change in exchange rates could affect their value.

Past performance is not a guide to future performance. The value and income of an investment can fall as well as rise and you may not get back the amount originally invested.

 

Our experts

New York

Thematics

ASW

+1 332 205 6058

info@alpha-sw.com