The changing face of themed investing

Thematic investing depends on change, it captures change and it exploits the power of change. The most important aspect of thematic investing lies in understanding this change and translating it into a coherent investment strategy. Themes tend to have the following characteristics: • They are forward looking. • They are global; transcending countries, sectors and industries. • They often display little correlation with one another. We believe that theme selection rather than country or sector selection will soon be recognised as the most important decision to make. Managing the themat...