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For Institutional Investors in Australia

Thematic investing: A practitioner’s guide

Thematic investing presents equity investors with the unique opportunity to gain exposure to forces that are rapidly reshaping the global economy. Matt Bullock, EMEA Head of Portfolio Construction & Strategy, explores the opportunity-set from a client point of view.

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Matthew Bullock

Matthew Bullock

EMEA Head of Portfolio Construction and Strategy


Sabrina Denis

Sabrina Denis

Senior Portfolio Strategist


Mario Aguilar De Irmay, CFA

Mario Aguilar De Irmay, CFA

Senior Portfolio Strategist


Oct 10, 2023
1 minute read

Key takeaways:

  • With the pace of change in the global economy increasing, investors have the opportunity to hone their exposure to innovative business models that will command a greater share of aggregate corporate earnings.
  • Thematic investing provides an avenue for equity investors to increase their allocations to these transformational forces across an array of sectors.
  • To maximize the benefits of thematic investing, investors must select themes that are neither too narrow nor too broad in scope while also avoiding the practice of “theme washing”.

Thematic investing is a topic that comes up a lot in client conversations. As explored in our recent article, Access transformational change with thematic investing, a select number of foundational themes are reshaping the world and, consequently, will likely become major drivers of future equity market returns. It is a different way of approaching the equity opportunity-set but needs to be approached in the right way. Here, we provide a guide to key considerations.

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This information is issued by Janus Henderson Investors (Australia) Institutional Funds Management Limited (AFSL 444266, ABN 16 165 119 531). The information herein shall not in any way constitute advice or an invitation to invest. It is solely for information purposes and subject to change without notice. This information does not purport to be a comprehensive statement or description of any markets or securities referred to within. Any references to individual securities do not constitute a securities recommendation. Past performance is not indicative of future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

 

 

Whilst Janus Henderson Investors (Australia) Institutional Funds Management Limited believe that the information is correct at the date of this document, no warranty or representation is given to this effect and no responsibility can be accepted by Janus Henderson Investors (Australia) Institutional Funds Management Limited to any end users for any action taken on the basis of this information. All opinions and estimates in this information are subject to change without notice and are the views of the author at the time of publication. Janus Henderson Investors (Australia) Institutional Funds Management Limited is not under any obligation to update this information to the extent that it is or becomes out of date or incorrect.

Matthew Bullock

Matthew Bullock

EMEA Head of Portfolio Construction and Strategy


Sabrina Denis

Sabrina Denis

Senior Portfolio Strategist


Mario Aguilar De Irmay, CFA

Mario Aguilar De Irmay, CFA

Senior Portfolio Strategist


Oct 10, 2023
1 minute read

Key takeaways:

  • With the pace of change in the global economy increasing, investors have the opportunity to hone their exposure to innovative business models that will command a greater share of aggregate corporate earnings.
  • Thematic investing provides an avenue for equity investors to increase their allocations to these transformational forces across an array of sectors.
  • To maximize the benefits of thematic investing, investors must select themes that are neither too narrow nor too broad in scope while also avoiding the practice of “theme washing”.