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Our thematic strategies invest in specialised companies operating in growing areas of the global economy.
Overview

What is 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.

Benefits of thematic investing

Investing in themes has a number of potential benefits:
benefits of thematic investing

Megatrends - the foundation of our investment strategy

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.

megatrends

Source: Copenhagen Institute for Futures Studies.

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.
megatrends connection

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.
our range of thematic strategies

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.
Pillars of ESG investing

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.

Hans Peter Portner
Hans Peter Portner, Head of 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 megatrends magazine

The Covid pandemic could pave the way for action on climate change.

Find out more on Mega, our thought leadership website that focusses on megatrends that power our thematic equities.

 

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Selected insights

Read more about Thematics
Our team

Pioneers of thematic investing

We saw the potential of thematic investing during the 1990s, when we were one of the first asset managers to launch a biotechnology product. This was followed by our Water strategy, which remains one of the very few dedicated to this unique resource.

Each of our thematic strategies is managed by a team of specialist investment managers. In order to make sure our ideas are as robust as possible, they are also supported by a dedicated advisory board of eminent scientists, business leaders and academics.

Pictet Asset Management Thematic Investing - by the numbers
pictet AM thematic strategies

Source: Pictet Asset Management, as at 30.09.2019.

Contact us

For more information please contact your Pictet Asset Management representative or a member of the team via the contact details listed below:
Global website
Route des Acacias 60, 1211 Geneva 73
Telephone
+41 58 323 33 33
Funds

Please select a representative fund from the list below to find out more

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Launch date