Thematic investing recognises that the world is an ever-changing place, while seeking to identify long-term drivers of value creation and risk. For today’s investors, thematic investing offers a way to reflect pronounced multi-year catalysts in their investment portfolios; catalysts that will drive meaningful change across the landscape and promote long-term economic growth.
According to Morningstar’s Manager Research Report “Global Thematic Funds Landscape”, global thematic assets grew threefold from $75 billion to $195 billion for the 3 years ending December 31st, 2019. This marks an incredible rise in popularity of thematic funds, which now represent approximately 1% of global equity fund assets – up from 0.1% ten years ago. Covid-19 has only increased interest in thematic funds as investors have weighed up the powerful mega-trends arising from the pandemic.
In this webinar, we’ll be joined by Professor Chris Versace, CIO at Tematica Research to explore many of these trends, while also unpacking some of the key investment themes to watch out for in the second half of 2020 and beyond. Importantly we’ll pose the question of whether the current crisis has the potential to ignite the sort of innovation needed to address key structural pain points around the world.
Professional/Qualified investors only. Capital at Risk.