THEMATIC INVESTING

Access transformational change with thematic investing

The world is changing faster than ever as powerful forces and trends reshape how people live. Thematic investing enables investors to benefit from the powerful megatrends that are disrupting and shaping the future, unlocking the potential for stronger and more consistent returns.

Accessing transformational change is best done with a thematic lens - identifying long-term global drivers and the companies that stand to benefit from them.

Richard Clode
Portfolio Manager, Technology Equities

Past performance does not predict future returns
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.

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.

Global challenges

We see four key challenges facing society globally:

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Population growth

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Ageing population

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Resource constraints

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Climate change

People with arrow going up iconPopulation growth

Zimmer frame iconAgeing population

Water droplets iconResource constraints

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change

Structural change

Global challenges combined with societal shifts lead to structural change:

Future lifestyle

People are changing how they live and work, how they stay healthy, and the goods and services they consume.

Innovation

The global challenges and increased appetite to do things differently makes innovation more important than ever.

Sustainability

Climate-related events and demand for resources mean change is being shaped with sustainability firmly in mind.

Investment philosophy

Our investment approach recognises the power of change and we select companies accordingly.

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Acceleration

Recognising the rate of change and the companies leading it.

The pace of change is faster than ever. We identify companies that are dynamically positioning themselves to be the winners of tomorrow.

Enablers

Identifying the innovators providing structural solutions.

We seek companies that use and provide innovative techniques and technology. It is their solutions that enable structural change - and provide compelling investment returns.

Differentiation

Distinguishing between the thematic ‘haves’ and ‘have nots’.

Companies driving change form a dynamic part of the market. But there is increased dispersion between the winners and the losers. This makes stock-picking expertise essential.

Thematic equity investing solutions

Past performance does not predict future returns
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.

Why Janus Henderson for thematic equity investing?

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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.

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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.

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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.

Insights
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