We have employed a global, thematic approach to investment for over 30 years in seeking to meet the long-term investment objectives of our clients.

How does our thematic approach work in practice?

Our global investment themes are vital in providing crucial perspective on the investment landscape, identifying key long-term forces of change and giving us a framework for research and debate. We use themes in each of our strategies alongside rigorous bottom-up analysis and the consideration of environmental, social and governance risks. You can read Investment themes in practice to find out more about how we use themes in individual strategies.

How does this help us meet our clients’ objectives?

Our themes help us shut out the distraction of short-term market ‘noise’ and overcome the short-term uncertainties that challenge investors in order to identify the structural areas of opportunity and risk in financial markets. We believe our quest to achieve a longer-term perspective ultimately helps to generate better long-term returns for our clients.

You can find out more about each of our current investment themes by following the links in the adjacent menu or selecting the relevant icon below.

abundance-theme-iconabundance-theme-iconabundance-theme-iconabundance-theme-iconabundance-theme-iconabundance-theme-iconabundance-theme-iconabundance-theme-iconabundance-theme-iconabundance-theme-iconabundance-theme-iconabundance-theme-iconabundance-theme-iconabundance-theme-icon