With the world experiencing unprecedented shifts – in areas like technology, demographics, globalisation, and scarcity – investors must search for the growth engines of tomorrow – and become disruptors, rather than the disrupted.

It’s no surprise therefore that disruptive thematic funds have exploded in popularity of late. In 2021 alone, a record 589 new thematic funds were launched, more than double the previous record of 271 debuts in 20201.

Yet finding a viable, long-term trend is more difficult than it sounds. Moreover, the world of thematic investing continues to evolve, just like the themes they’re invested in.

Diverse minds fuel insightful ideas. And ideas mean opportunities.

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