Digging deep into trends and reality with Grassroots® Research

01/04/2021

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

  • Thematic investing requires rigorous research to identify beneficiaries (companies and industries) 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 paper highlights some Grassroots® Research studies which help us check and understand the potential winners of tomorrow.

Stories of the Future

01/04/2021

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.

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