Thematic investing – reboot your exposure and position early for future drivers of return

09.11.2021
Thematic investing is seeing growing investor appetite as it offers the potential to outperform traditional indexes. Demographics, technological innovation, globalisation, rapid urbanisation, climate change, and resource scarcity are all forcing structural shifts in many industries, leading to changes in consumer behaviour and redefining business models.

Join this discussion with Sam Richmond-Brown, Client Portfolio Manager at Thematics Asset Management (an affiliate of Natixis Investment Managers) and Manqing Sun, investment analyst at Scope Analysis, as they discuss thematic investing and talk about how investors can capitalise on growth opportunities stemming from these structural megatrends.