Key insights for the year ahead

Key insights for the year ahead

Key insights for the year ahead

Thematic investing is a top-down investment approach that relies on research to explore macroeconomic, geopolitical and technological trends. These trends encompass long-term, structural shifts arising from new business models, disruptive technologies and changing consumer tastes and behaviors—megatrends that have the potential to change whole industries and shape the way we will live, work, travel and treat disease in the future.

This is the third instalment of our ‘Fact(or) Fiction?’ series, which aims to debunk some common myths around factor investing. In this instalment, we explore the simple concepts that underpin factor investing.

An objective gauge of the contribution by the world’s public companies to total carbon emissions and their progress toward a net-zero economy.

An objective gauge of the contribution by the world’s public companies to total carbon emissions and their progress toward a net-zero economy.

After the market dislocation of 2023, investors will be hoping for a calmer 2024 in commercial real estate. We identify five key influences to help investors navigate the challenges and opportunities ahead.