From megatrends to investment themes Exploring the forces shaping tomorrow - and the opportunities they create today

Q: What makes a trend worth investing in?

A trend becomes investable when it reflects a major, long-term development that is reshaping the economy and society and can be translated into tangible investment opportunities. It should offer sustainable growth potential and provide access to companies with viable, long-term business models.

Q: How can thematic investing create value for your investments?

Thematic investing allows clients to align their portfolios with important future themes and their personal convictions. By looking beyond traditional sectors and regions, thematic investing can unlock long-term return opportunities while enabling investors to participate in meaningful change.

Q: How can you identify themes with lasting potential?

We analyse structural developments such as technological innovation, the energy transition, demographic change and shifting global value chains. We then assess whether these developments have lasting economic relevance and can be translated into clear, investable themes.

Megatrends are powerful forces of change with the potential to shape our world for decades to come. Their influence extends across society, economies, technology, the environment and culture, gradually changing the way we live, work and create value. By understanding these long-term shifts, we can gain valuable insights into the world ahead - and the investment themes they may give rise to.

From global change to investment opportunities

Megatrends can help us understand where the world is heading. But for investors, understanding a trend is only the first step - the real value lies in translating long-term change into meaningful investment opportunities.

Our framework offers you a structured way to start. It connects major global shifts with concrete investment ideas, focusing on different key areas.

Longer lives, changing demographics and evolving expectations around health, education and work are transforming consumer needs and social systems. Innovation in healthcare and human development can help people live healthier, more productive and fulfilling lives.

Climate pressures and resource constraints are increasing the need to use natural resources more efficiently and strengthen essential systems. Solutions across food, water, waste and the circular economy can help build greater resilience for the future.

The global energy system is being reshaped by the need for greater security, affordability and lower emissions. These priorities are driving investment across power generation, grids, storage, transport and the materials needed to support the transition.

Artificial intelligence, advanced computing and automation are transforming how companies develop products, make decisions and operate. As adoption expands, new opportunities may emerge across digital infrastructure, semiconductors, robotics and intelligent systems.

Economies and societies increasingly depend on secure digital and physical networks. The expansion of connectivity, cyber security and modern infrastructure is creating new requirements - and potential opportunities - across both public and private markets.

Shifting economic power, geopolitical competition and changing trade relationships are reshaping the global investment landscape. Supply-chain resilience, strategic autonomy and emerging policy priorities are influencing where capital is deployed, and which industries are gaining importance.

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Is it time to take a long-term view of your portfolio?

Whether you are reviewing an existing portfolio or preparing for future investment decisions, our specialists can help you align your investments with your long-term objectives and global trends.

Your questions, our priorities Why invest thematically?

What makes a trend worth investing in?

How can thematic investing create value for your investments?

How can you identify themes with lasting potential?

Insights on thematic investing Perspectives on a changing world

Explore our latest perspectives on the megatrends and investment themes shaping tomorrow.

In the past, the space race was a proxy war fought in orbit, fuelled by ideology and engineering prowess. Today that rivalry has been reborn, but with governments now joined by private companies seeking access to the space economy.

Renewables can form a key part of Europe's long-term energy solution, but imported fossil fuels still power most EU activities, creating short-term challenges.

Polluting industries have no place in a sustainable portfolio - or do they?

Thinking long term - in every part of your wealth

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Your priorities

Discover perspectives on entrepreneurial investing, turning global trends into investment ideas and giving your wealth purpose.

Want to connect global trends with your portfolio?

Let’s translate the trends that matter to you into a long-term strategy. Our investment specialists can help you explore how long-term themes could fit into your broader investment strategy and objectives.

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From megatrends to investment themes Exploring the forces shaping tomorrow - and the opportunities they create today

From global change to investment opportunities

Longevity and human potential

Resilient planet

Energy transition

AI and automation

Connected and secure world

New global order