INVESTMENT STRATEGIES » Thematic Investing
Thematic thinking enters mainstream
03 May, 2012
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| Alan Higgins, Coutts Private Bank |
Investment strategies following themes such as the rise of emerging markets or the development of sustainable energy may be gaining traction, but critics claim they are little more than a marketing ploy
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Guy Monson, Sarasin & Partner |
Building durable portfolios key to Sarasin’s approach
03 May, 2012
Guy Monson, CIO of Sarasin & Partners, discusses with PWM which factors led the bank to become pioneers in thematic investing and evaluates how the concept has fared
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Christophe Gruenig, Vontobel |
Turning long-term trends into sustainable profits
01 June, 2011
The increasing demand for luxury brands and an ageing global population are two long-term trends that thematic funds are looking to target.
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Nicolas de Skowronski, Bank Julius Baer |
Backing the right horse
25 March, 2010
The premise behind thematic investing, picking the long-term winners from global trends such as reducing carbon emissions and ageing populations, strikes a chord with wealthy investors, writes Elisa Trovato
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