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.
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.
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.
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.