Thematic investing is booming as investors seek to tap into major structural shifts like energy evolution, health, and transformational technologies. These megatrends offer long-term opportunities, independent of typical market cycles, says abrdn. According to the asset manager, more investors are starting to see the benefits of megatrends investing.
“In a world in which economic growth is slowing, we think the value of these structural growth themes is probably going to go up, rather than down,” wrote Blair Couper, Investment Director, Global Equities at abrdn. The insight highlights that it is important to identify ‘quality’ companies behind the themes.
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