Whitepaper - Pictet AM - Thematic equity: the active element of a global stock portfolio

Thematic equity strategies aim to capitalize on megatrends. From the digitization of the economy, the rapid expansion of cities or the depletion of the Earth’s natural resources, megatrends matter to investors because they don’t only disrupt industries, they also give rise to clear and predictable sources of value and profit growth. Yet identifying, analyzing and monitoring secular sources of growth is far from straightforward.

Download the report to hear more about our pioneering approach and discover how institutional investors can incorporate active thematic equities in a customized portfolio.

Author:

Steve Freedman, Sustainability and Research Manager, Thematic Equities

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