Summary
Thematic investing requires rigorous research to identify beneficiaries along a theme’s value chain. With Grassroots® Research, we can collect market insights on a company’s or industry’s products, customer experience or industry trends. The article highlights some Grassroots® Research studies which help us check and understand the potential winners of tomorrow.
Key takeaways
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Summary
Megatrends are broken down into specific themes and topics, which are then made investable through stock selection. In a simplified and interactive presentation, we provide a snapshot of our chosen themes and investment ideas within each theme. Investors may participate in these big stories by treating thematic investing as an overlay of their existing portfolios.