expertise

Thematic Equity to capture news trends

Thematic Equity investing is an investment approach that focuses on megatrends reshaping our socioeconomic landscape in the foreseeable future. By identifying long-term secular growth drivers and investing in companies well-positioned for these transformations, we aim to select for our clients the future winners in the global equity market according to our analysis. Our thematic equity strategies focus on some disruptive growth themes including Ecological Transition, Artificial Intelligence, Future of Food, Future of Finance.