Thematic investing coming to the fore

Having practiced thematic investing for much of the 1990s and the first two years of the new millennium, we are not surprised to see this approach gaining widespread acceptance in the UK. In this respect, the increasingly vocal support of independent rating agencies such as Standard & Poor's can only help our cause. At Sarasin, the thematic approach is central to the entire investment process, unlike many of our peers, who appear less strict in their implementation of thematic principles or disregard them altogether in favour of the index tracking or quasi-index tracking approach. Co...