Themetic investment - exploiting the power of change - is a natural evolution for the fund management industry. Those who are able to identify and take advantage of these themes will outperform
Themes embody broad social, economic, political, lifestyle and technological considerations. Themes do not have to be complex. Indeed, they are usually quite simple. They reflect our daily lives, emerging from changes in our lifestyles and in our economies, changes that create demand for products or services that can solve problems or offer new ways to satisfy needs. Themes tend to have the following characteristics: • They are forward looking. • They are dynamic. • They transcend countries, sectors or industries. • They often display little correlation with one another. • They...
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