Discover tomorrow’s funding themes
Thematic investing is outlined by MSCI as “a future-focused funding method that depends on analysis to discover long-term macroeconomic, geopolitical and technological developments.” Beneath you’ll discover the newest takes on thematic funding from the most important names in institutional investing – touching upon demographics, healthcare, renewables, and extra.
Prime-down evaluation on thematic investing
S&P Atlas Thematics: The Compass for Evolving Markets (S&P Dow Jones Indices)
The S&P Atlas Thematic Indices are a brand new group of indices that purpose to trace key themes that drive in the present day’s (and tomorrow’s) financial system.
Thematic Indexes Efficiency Replace – Q2 2025 (Morningstar Indexes)
Leveraging the insights of Morningstar fairness analysts, this chart pack provides in-depth insights into the most effective (and worst) performing themes in Q2 of 2025.
Thematic Investing – A Compelling Different amid Market Chaos (Robeco)
Megatrends are highly effective forces reshaping our world. They’re as numerous as they’re unstoppable. Buyers can’t ignore them.
Thematic Investing: A Threat-Primarily based Perspective (Monetary Analysts Journal)
Thematic investing has grown in recognition even with out a clear definition. The authors of this paper suggest a risk-based definition. Does this definition work for buyers?
The Path to 2075 — The Optimistic Story of World Getting old (Goldman Sachs)
The worldwide inhabitants is getting old, pushed by elevated longevity and declining fertility. Amongst these negatives, buyers must see the intense spots.
Key themes shaping the long run
Don’t Shoot the Messenger: Demographics Recommend Much less Progress (Invesco)
Although inhabitants deceleration is a common phenomenon, Africa is anticipated to proceed having the healthiest demographics.
Well being Care Woes (FTSE Russell)
For compliance causes, this paper is just accessible in sure geographies
The worldwide healthcare trade has steeply underperformed regional fairness indices over the past two years.
Antifragile? Case for Renewable Power Infrastructure (UBS Asset Administration)
The U.S. is shifting forward with its transition in the direction of renewable power. This, nonetheless, requires large investments in infrastructure.
Energy-to-Hydrogen-to-Energy: Expertise, Effectivity, and Functions (OIES)
Hydrogen manufacturing within the present panorama stays predominantly depending on unabated fossil fuels. However that is slowly altering.
China, India and Asia’s Renewable Transformation (M&G Investments)
For compliance causes, this paper is just accessible in sure geographies
The highway ahead in Asia’s power transition could also be uneven, however the route is obvious for buyers.
