THEMATIC INVESTING
Access transformational change with thematic investing
Thematic investing focuses on long-term megatrends shaping global markets, by giving investors exposure to areas such as healthcare innovation, sustainability, technology and global property investing by targeting companies driving these changes. The aim is to capture structural growth opportunities and deliver more consistent long-term returns.
How we approach thematic investing
Keeping pace with change requires deep and broad sector-level knowledge. Our approach to thematic investing is informed by decades of accumulated investment stock-picking expertise – we believe differentiated insights increase the potential to deliver consistent long-term returns.
Our Investment Philosophy
Our investment approach recognises the power of change and we select companies accordingly.
Acceleration
01We recognise the rate of change and the companies leading it, identifying companies that are dynamically positioning themselves to be the winners of tomorrow.
Enablers
02We seek companies that use and provide innovative techniques and technology. It is their solutions that enable structural change — and provide compelling investment returns.
Differentiation
03Companies driving change are shaping a dynamic part of the market. As the gap between outperformers and underperformers widens, stock-picking expertise becomes crucial.
Thematic investing solutions
Over 30 years of sustainable investing experience, focused on companies whose revenues align with environmental and social themes.
Why Janus Henderson for thematic equity investing?
Conviction in long-term themes
We believe certain themes will reshape the future and the investment landscape. These themes provide frameworks for our investment teams to apply their long- standing, research-driven approaches to portfolio construction.
Culture of specialist investing
With decades of specialist experience analysing change across companies and markets, our investment teams are well equipped to navigate hype cycles and build portfolios for a transitioning world.
Consistent outcomes
Within each area of specialism, broad exposure to a variety of themes avoids the risk associated with too narrow a focus and provides diversification, helping with our aim of delivering consistently strong, long-term returns.
