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Thematic solutions

Showing 10 of 10 Insights Posts
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Time to get active? 5 equity investment ideas for 2025

As we head into 2025, growth seems poised to accelerate, especially in the US. Equity Strategist Andrew Heiskell and Macro Strategist Nicolas Wylenzek see five themes that may create opportunity across global equity markets.

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event December 2024
10 min
Article
2025-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
97970762
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Strong fundamentals, attractive valuations: Why the time may be right for active biotech investing

From solid fundamentals to supportive macro conditions, learn why our biotech experts believe the industry may be ready to run.

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event October 2024
8 min
Article
2025-10-31
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1546789565
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Navigating AI resource demands: Strategies for sustainable data center operations

AI's growing computational demands are raising critical questions about energy efficiency and water-resource management. We delve into strategies for enhancing sustainable data center operations, highlighting the importance of proactive resource stewardship.

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event October 2024
10 min
Article
2025-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1791713023
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

US election special: which investment themes win at the polls?

The upcoming US election could be one of the most momentous in recent history. How could the result affect different investment themes? Our thematic team investigate the potential implications for investors.

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event October 2024
7 min
Article
2025-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1074456994
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Thematic investing focus: how exactly will AI transform the world?

We are on the brink of a technological revolution that has major implications for all sectors, companies, labour, and regulators. How can a thematic lens help investors separate hype from reality?

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event July 2024
8 min
Article
2025-06-30
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1166504383
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Divergence isn’t just about central bank policy

Divergence has implications for investors —and central bank divergence is only one of five ways to think about it.

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event June 2024
8 min
Article
2025-06-30
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171553558
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What route is right in emerging markets investing?

How can investors find the most compelling opportunities within emerging market equities? Simon Henry and Dáire Dunne explain why they think targeting the economic development opportunity may provide a roadmap for success. 

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event December 2023
Article
2024-12-15
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Investing at the biopharma frontier

Rebecca Sykes details groundbreaking innovations happening today in the biopharmaceutical industry. She explains key advancements and the investment landscape for therapies targeting diabetes, cancer, and Alzheimer's disease, three of the deadliest and most expensive diseases facing the world today. 

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event November 2023
Video
2024-11-30
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1314656208
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Thematic investing focus: Cloud-backed AI and enterprise intelligence

Cloud-based computing and artificial intelligence are transforming the way enterprises operate, creating what we believe will be a secular tailwind for companies providing software, machine learning tools, and cybersecurity. 

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event July 2023
Article
2024-07-03
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872019514
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Thematic investing focus: The education imperative

Education is poised for transformation — and set to see a decade of spending and growth we believe will be unmatched by any since the post-World War II boom.

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event March 2023
Article
2024-03-31
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