What is Thematic Investing?

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What is Thematic Investing?

Invest in Change

There are trends that come and go through our lives at different speeds and with different impact - trends that are either forgettable or occasionally memorable. And then there are the profound socio-economic and political forces of change that permanently transform how we live and work.

Thematic investing goes far beyond trendspotting to identify those transformative forces of change that could permanently alter our lives and behaviors, creating unprecedented opportunities - opportunities that come with a new future shaped by change.

Finding the Catalysts of Change

It might begin with an invention or idea. It could result from a decision or reaction. It could happen overnight or even over decades. Whatever it is, it permanently transforms our lives in the spirit of progress. Over time, some of those catalysts of transformative change have included:

Catalyst of Change | ETFs | Janus Henderson Investors

Capitalize on Change:

Capitalize of Change | ETFs | Janus Henderson Investors

Thematic investing requires a fundamental understanding of the impact of long-term economic, political, and social trends on regions and sectors, which reveals investable opportunities. Thematic investors develop proprietary views on how the second- and third-order effects of structural trends will create hot spots or discontinuities in certain sectors and regions where value and risk will be concentrated."

- McKinsey & Company, From Indexes to Insights: The Rise of Thematic Investing, December 2014

Invest in Change and Invest in Your Future

With thematic investments, you have the opportunity to invest in companies that may benefit from the transformational forces changing our future. These powerful forces - whether economic, cultural, behavioral, or political - are potential catalysts for sustainable, long-term growth



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