Thematic Analysis

Our global thematic work is carried out across all our analytical teams.

We look at investments across multiple time frames and believe that investors need different investment tools for each investment time horizon.

For longer-term investors, thematic analysis is essential. Understanding how current emergent trends can become dominant investment themes is at the heart of our long-term analysis, whether this is a 3-5 year view or a 10-20 year perspective.

We pride ourselves in seeking out the longest available datasets in order to explore current themes against a history which spans multiple macro-cycles and monetary framework regimes.

It is not good enough simply to have a "good idea" about what the coming decade may deliver. We seek to provide evidence about what the environment might look like for investors.