FOR A BETTER WORLD
Some of us seem to have suddenly realized that humanity is on a dangerous path of auto-destruction. You believe that we need to focus on saving our planet? You will love this family of themes.
We have selected 10 companies which help fight the pervasive gloom and doom around you.
You see the steady rise in obesity as an investment opportunity - here's a portfolio of 10 stocks for you.
Get ahead of the recycling, waste-management and product-lifecycle curve with these 10 stocks.
We feel these 10 companies will help build educational infrastructure - and boost literacy rates.
Our World's population is transforming - from the shift of generations, to the rise of the middle class or the baby boom in emerging countries. Are you also convinced it's all a People's business ? Pick an investment theme in this family.
Clash of generations
Gen-X/-Y vs. the Baby Boomers: a radically different approach to life. And an investment opportunity for you.
China + India = 1/3 of our World's population - with tremendous growth prospects. Your belief - our pick of 10 stocks.
I believe I can fly
These 10 high-flying companies help you benefit from the steady increase in air traffic across the globe.
You feel strongly about water management, cyber-security, robots, the internet of things. We help you invest in these megatrends.
You feel strongly about spending - or rather, about the many different ways in which we all spend money: not just on everyday pursuits (brushing our teeth, washing our hands, feeding our children), but also on travel, sports, wining and dining. The themes in this family will allow you to invest in companies which benefit from these lifestyle choices.
We have selected for you 10 companies which help us all get away from our stressful lives fo a while.
10 brands that new generations love and dream about - selected for your investment needs.
You know it's not just all work-eat-sleep-repeat. These 10 stocks are all about entertainment.
You worry about the rise in terror. These 10 companies are in the business of reassuring you.
You are thrilled at the idea of investing like a hedge-fund manager. You have expert views on the financial markets, which you are keen on putting to the test. We have put together some themes in this family which we think you'll enjoy.
The great unwind
Convinced that a spike in some countries' interest rates is only a matter of time, when the credit-markets bubble bursts ? This basket is for you.
Long Silver / short Gold
Invest in this basket if, like us, you believe Silver is bound to outperform Gold.
Long Emerging / short Developed
Feel that growth differentials between developed and emerging markets are nowhere near disappearing ? This basket is for you.
A great way to hedge your exposure to overpriced US stocks
SUGGEST ANOTHER INVESTMENT THEME
Is there a theme you feel passionate about, in which you'd be ready to invest?
Your asset management team would be delighted to hear from you.
YOUR INVESTMENT THEMES PARTNERS
1How can I participate in your selected investment themes?
Simply get in touch with our Asset Management team.
2What his the time horizon of theses investment themes ?
Most themes have a very long term investment horizon however some expert themes have a shorter horizon.