Our approach to thematic investing

Themes identify the major areas of structural change in the world. This structural change can be political, economic, social, technological, or environmental; its impact will manifest across traditional economic sectors, and will be significant in magnitude and long-term in duration.

By identifying the key trends captured by themes early and investing in them over the long term, we believe we can capitalise on these structural drivers of growth for our clients.

Our thematic investment strategies

Strategy Category Literature
Food Innovation Thematic  

Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.

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Blog

Three factors driving markets for mixed-asset investors

We assess how political change, indebtedness and growing global competition trends can create opportunities for mixed-asset investors.
01 October 2024 Simon Nichols
Blog

Shareholder resolutions: Defining Newton’s approach

We explain why our approach to shareholder resolutions is to judge each one on its individual merits.
24 April 2024 Therese Niklasson, Diya Choudhury
Path, Nature, Outdoors
Blog

What should multi-asset investors do now?

In a year of geopolitics and elections, there is little point getting caught up in short-term political uncertainty.
23 February 2024 Bhavin Shah