Real life topics of interest are bound to shape people’s investment decisions and capture the imagination much more than the current state of the economic cycle or the next interest rate decision will ever be able to do. So, it shouldn’t come as a surprise that thematic investing continues to be popular, and the number of implementation choices continues to rapidly expand. We are glad to present our Top Trends and High Conviction Themes Brochure, for Q3 2024 - “Innovation and Transformation: Trends and Themes Reshaping our World”.

The three structural trends that we use to explain the world are the proliferation of Disruptive Technologies, Evolving Society, and the urgent need for Climate Action. In our view, those three forces reinforce each other and apply in some way to all businesses. 

We complement the three structural trends with Asia-focused themes under the trend Asia in the New World Order and some more cyclical themes featuring opportunities around the US and Europe under the trend Riding the Earning and Rate Cut Tailwinds. 

We hope that some of our investment themes will be of interest. Even for clients who take a more traditional approach to stock analysis, we think it’s important to check whether their favourite stocks are well positioned to prosper under these important global trends.