Global Thematic Investing is an approach based on identifying underlying market trends - which we call ‘global themes’ - that can amplify the earnings growth of certain companies and sectors.
Where passive investors take the market return - and active investors pick stocks to try and beat it – Global Thematic focuses on ‘winning themes’, ahead of individual stocks. This allows for greater flexibility to follow changing trends instead of a fixed investing style – and can provide greater agility and potential resilience in changing market conditions, whether ‘bull’ or ‘bear’.