Investment themes

Investors are facing unprecedented challenges in today's global markets. Finding answers can be hard. We have identified a few key investment themes and matched our investment solutions around each, helping you to meet your investment challenges.

Opportunities in emerging markets

We see consumer spending, healthcare, real estate, and information technology as the key growth themes in emerging markets. However, the environment is dynamic. It is influenced by various diverging growth trends, and faces many political and economic challenges including industrialization and the digital revolution. We therefore believe that an active country, sector and security selection, based on exhaustive top-down and bottom-up research, is a prerequisite to add value to emerging markets portfolios.

Sustainable and impact investing

Investing with a new set of eyes

Modern sustainable investing is all about that providing our clients with new important new tools to help build stronger portfolios and generate better, more sustainable, returns.