Thematic Investing

Stay ahead in a rapidly changing world

The investment landscape is evolving fast.

To stay ahead, investors must look beyond the short term and engage with the structural shifts reshaping our world. Global forces like Technological Innovation, Social and Demographic Change, Resource Scarcity, and Urbanisation are transforming how we live, work, and invest.

Investing in Water

While water is part of our everyday lives, it is less frequently part of our investment portfolios. Yet water is rapidly becoming the oil of the 21st century. With an expanding world population, the massive urbanisation of developing nations, and overstressed infrastructure, the global need for fresh water is set to grow exponentially over the coming decades.
In this interactive learning module you will gain insights into this topic, and find out why it can make sense to invest in water.

Duration: ~ 15 minutes (+ 10 minutes Deep Dive)

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Global Metals and Mining

Mining companies will play a crucial role in enabling the energy transition. It will simply not be possible to achieve the climate goals without a wide range of metals in considerable quantities. However, mining companies are now increasingly challenged and forced to reconsider and mitigate their impact on the environment.

Duration: ~ 15 minutes

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Check out other areas of this section

Global Trends in Investing

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Behavioural Finance

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