On earth as in markets, humans have been trying to domesticate mother nature for their own benefit. But Nature always takes back its place.
In the future, will everyone be investing in megatrends? And who benefits from shifts in demographic, innovation, globalisation and scarcity?
Once considered an exotic delicacy, we’re seeing investors increasingly embracing alternative investments.
Frederic Dupraz, lead manager of the Thematics Safety strategy, explains why the response to emerging threats to our safety create investment opportunities.
Simon Gottelier, co-manager for the Thematics Water strategy, explores how some companies are addressing global imbalances in water supply and demand.
Karen Kharmandarian, co-manager for the Thematics AI & Robotics strategy, explains why AI and robotics will continue to influence all aspects of our lives.
What does this strategy bring to the investors’ allocation? And what weight should be added to a typical allocation?
A look at how funds that rely on hedge fund beta have the potential to provide an additional source of return and portfolio diversification.
Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.
An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.