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Solving for 2024

10 Key Themes to Navigate the Markets

Each year, our investment leaders identify 10 key themes that they believe will be prominent in the markets over the next 12 months.

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Equities

Global and European Sustainable Equity Strategies

The pace of change within technology, society and the world in general is driving some powerful investment themes. Our recently launched Global and European Sustainable Equity Funds seek to identify quality businesses where sustainability reinforces competitive advantage.

EQUITIES

Thematic Equities

Thematic investing is about looking to the future and seeking to identify the key mega-trends impacting our society and economy. Many of these trends are driven by technology disruption, creating a rapidly unfolding race with winners and losers.