Leaders in Thematic Research
and Investment Strategies
What is Thematic Investing
Distilling Everyday Noise into Clear Investing Signals.
Thematic investing looks to identify pain points by looking at the intersection of shifting economics, demographics, psychographics and technologies, mixed in with regulatory mandates and other forces. Such pain points result in a pronounced secular market shift that shapes and impacts behavior, forcing companies to make fundamental changes to their businesses to succeed.
Our Investment Themes
Aging of the Population
The impact on the economy of a global demographic shift to a more senior population
The foundational services and technologies that enable continuous access to information, commerce, communication, and entertainment that have become a daily fact of life.
Disruptive Innovators today span not just technology, but also biological sciences, material science, healthcare, energy, consumer and business services.
LIVING THE LIFE
Those luxury goods and services that give pleasure to the buyer while also serving as a sign of having made it and reflect a level of social standing and indulgence
Rise of the Global Middle Class
Focuses on areas around the world where rising disposable incomes are driving consumers to look for ways to improve themselves and the way they live.Read More
The growing demand for products that claim to be natural, boost health, or have a positive impact on the environment.
The confluence of high-speed networks, expanding computing power, and falling storage costs have changed how consumers interact, share, shop, transact, game, pay and consume content.
Those little treats and would-be harmless vices that we as consumers like or need to have from time to time even though there may be a form of guilt associated with indulging.
MIDDLE CLASS SQUEEZE
Lower employment, increased savings rates, lack of available credit, and weak income growth have led consumers to save where they can, seeking more value for each dollar spent.