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.




Anti-depressive


We have selected 10 companies which help fight the pervasive gloom and doom around you.
Anti-depressive

Low-carb diet


You see the steady rise in obesity as an investment opportunity - here's a portfolio of 10 stocks for you.
Low-carb diet

Recycling


Get ahead of the recycling, waste-management and product-lifecycle curve with these 10 stocks.
Recycling

Education


We feel these 10 companies will help build educational infrastructure - and boost literacy rates.
Education

DEMOGRAPHICS

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.
Clash of generations

Chindia


China + India = 1/3 of our World's population - with tremendous growth prospects. Your belief - our pick of 10 stocks.
Chindia

I believe I can fly


These 10 high-flying companies help you benefit from the steady increase in air traffic across the globe.
I believe I can fly

Megatrends


You feel strongly about water management, cyber-security, robots, the internet of things. We help you invest in these megatrends.
Megatrends

LIFESTYLE

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.

Epicureanism


We have selected for you 10 companies which help us all get away from our stressful lives fo a while.
Epicureanism

Modern lovebrands


10 brands that new generations love and dream about - selected for your investment needs.
Modern lovebrands

Carpe Diem


You know it's not just all work-eat-sleep-repeat. These 10 stocks are all about entertainment.
Carpe Diem

Self-defense


You worry about the rise in terror. These 10 companies are in the business of reassuring you.
Self-defense

EXPERT

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.
The great unwind

Long Silver / short Gold


Invest in this basket if, like us, you believe Silver is bound to outperform Gold.
Long Silver-short Gold

Long Emerging / short Developed


Feel that growth differentials between developed and emerging markets are nowhere near disappearing ? This basket is for you.
Long Emerging-short Developed

Short US


A great way to hedge your exposure to overpriced US stocks
Short US

SUGGEST ANOTHER INVESTMENT THEME


YOUR INVESTMENT THEMES PARTNERS

FREQUENTLY-ASKED QUESTIONS

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.

MODERN PRIVATE BANKING SOLUTIONS FOR ENTREPRENEURIAL MINDS

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