thematic investing

The global lockdown has decimated some businesses with those in leisure, travel or retail seeing revenues collapse to zero.

Family-owned enterprises at heart of new product

Expansion of thematic range

Biggest changes from the pandemic

Market innovation to continue

Car revolution stretches beyond Elon Musk

Part of its $2bn suite of global thematic strategies

Focusing on key enablers of new mobile tech

Macro events fuel energy debate

We are concerned that the coronavirus could prove to be a headwind to short-term economic growth. At the moment, it is not clear whether the crisis will last a few months or longer.