Thematics Asset Management
Thematics Asset Management is a specialist equity investor in actively managed global thematic strategies. It invests in a collection of markets that have the potential to grow at a rate superior to that of the broader global economy due to the long-term secular growth drivers that underpin them.
These drivers are supported by four global “primary forces” that are transforming our world: demographic changes, globalization, innovation and resource scarcity. With a complementary risk/return profile, the Thematics strategies are managed by a highly experienced and established team of investment professionals.