Megatrend Investing

Thematic Research

We identify investable megatrends and turn them into valuable investment intelligence for asset managers and index providers.

Megatrend Investing

Megatrend investing is the approach of seizing new investment opportunities arising from transformative megatrends that play out over years and decades, rather than weeks and months.

What are the major investment themes for the next years?

Uncovering Investment Themes

We search for investable megatrend-driven themes.

Thematics Framework

We provide a framework of megatrends to uncover potential new investment themes.

Themes Selection

We deliver a selection of themes ranked by profitability, investability, and sustainability.

Request Proposal for Thematic Screening

What are the best timings to enter or exit from a theme?

Signalling Thematics Timing

We gauge the attractiveness and momentum of themes.

Valuation Framework

We provide a valuation framework to gauge the attractiveness of investment themes.

Themes Momentum

We deliver a universe of themes ranked by perfomance, growth potential, and pricing.

Request Proposal for Themes Valuation

What are the most relevant thematic strategies to opt?

Creating Thematic Funds

We develop new thematic strategies on megatrends.

Fund Strategy

We provide a strategic narrative describing the themes that form the basis of the fund.

Stock Selection

We deliver a selection of stocks positively aligned with the thematic fund's strategy.

Request Proposal for Thematic Strategy

What are the next megatrend-driven indexable themes?

Designing Thematic Indices

We build thematic indices designed to capture trends.

Thematic Exposure

We provide a broad statement of what the index aims to capture based on megatrends.

Index Constituency

We deliver a set of index constituents with the highest thematic relevance scores.

Request Proposal for Thematic Index

Annual Thematic Outlooks

We offer asset managers and institutional investors a 4-year research service designed to deliver annual thematic outlooks on emerging themes.

Thematic Outlooks 2026-2030