Thematic investments, also known as thematic funds, deal with strong megatrends that have a long-term and global influence on our lives. The focus is always on the future and how both the world and economic needs will develop. However, transformations do not only take place on an economic level, but also include social and ecological aspects that need to be taken into account. This Change primarily promotes technical innovations and thereby makes it possible to make forecasts about the progress of certain areas. Sectors with a promising future will have a large share of economic value creation and will therefore play a significant role in shaping our future.
The need for such innovations arises particularly from large imbalances that can negatively influence the distribution of resources. But these can also occur in different markets in the form of shifts in supply and demand. Such shifts often affect individual sectors of industry and sometimes result in product shortages or excess demand. It is not uncommon for various imbalances to be linked, such as demographic change and scarcity of resources. These are some of the most effective drivers in the healthcare industry.
Against this background, thematic investments are structured in such a way that Investment opportunities cover the entire area of a megatrend. Investors here not only explicitly invest in companies that are directly linked to a megatrend, but also in all industries connected to it.
An example: As part of the technological revolution, you can choose systems from manufacturers in the electric vehicle industry. Or include areas such as artificial intelligence, lithium or data processing through a thematic investment. In this way, the entire value chain is integrated to exploit the full potential of a global theme.