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Portfolio perspectives | Article - 2 Min

Thematic equity investments for a post-pandemic world

It is already clear that the COVID-19 pandemic will trigger lasting changes in our collective patterns of working, consumption, and the way companies do business.

Of course, the pandemic is not the only transformative event in living memory, but what perhaps sets it apart is the speed of the disruption that it will likely bring about. Changes in behaviour that might otherwise have taken decades to play out may now occur much more quickly.

This can be a fertile environment for investors who are able to identify the key structural themes and the specific companies that are best placed to exploit them.

In our latest research paper, ‘Thematic equity investments for a post-pandemic world’, we present five themes that we believe will drive socio-economic trends, now and in the future:

  • Environmental challenges
  • Disruptive technology
  • Healthcare innovators
  • Consumer innovators
  • The energy transition

Read ‘Thematic equity investments for a post-pandemic world’.

Please note that articles may contain technical language. For this reason, they may not be suitable for readers without professional investment experience. Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients. This document does not constitute investment advice. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay. Past performance is no guarantee for future returns. Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher-than-average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity or due to greater sensitivity to changes in market conditions (social, political and economic conditions). Some emerging markets offer less security than the majority of international developed markets. For this reason, services for portfolio transactions, liquidation and conservation on behalf of funds invested in emerging markets may carry greater risk.

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