thematic investing product cards

Megatrends

Megatrends are the structural trends that some investors expect to have a long-term impact on growth in a rapidly transforming world. Examples include Future Mobility, Disruptive Technology, Digital Economy, Smart Cities and Millennials.

Macro-Economic Themes

Macro themes reflect trends impacting the broader macro-economic environment. These include the impact of for example rising rates, inflation, the growth of an Emerging Markets middle class, or global trade patterns.

Micro-Economic Themes

Micro themes are designed to play out at the company level. Examples include factor-based strategies that account for certain company characteristics (e.g. ownership or management structure) or ESG-type metrics (e.g. woman leaders).

Megatrends

Megatrends are the structural trends that some investors expect to have a long-term impact on growth in a rapidly transforming world. Examples include Future Mobility, Disruptive Technology, Digital Economy, Smart Cities and Millennials.

Macro-Economic Themes

Macro themes reflect trends impacting the broader macro-economic environment. These include the impact of for example rising rates, inflation, the growth of an Emerging Markets middle class, or global trade patterns.

Micro-Economic Themes

Micro themes are designed to play out at the company level. Examples include factor-based strategies that account for certain company characteristics (e.g. ownership or management structure) or ESG-type metrics (e.g. woman leaders).

Our Latest Research

 

Pandemic reflections: Impact of Covid-19 on our themes

The Covid-19 pandemic has profoundly impacted people’s lives, families, communities and the global economy - and its future evolution remains uncertain. We discuss the impact of this pandemic in our series of insights focusing on themes relevant to you.


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Featured Videos

Bringing Greater Insights to Autonomous Technology and Industrial Innovation

Bringing Greater Insights to Autonomous Technology and Industrial Innovation

Digital industries, technological advances, and innovations in manufacturing continue to transform global dynamics.

Bringing Greater Insights to the Next Generation Internet

Bringing Greater Insights to the Next Generation Internet

Technological advancement, digital economy and connectivity continue to transform global dynamics. Investors are increasingly demanding innovative tools that enable them to better identify growth from these economic and societal transformations. 

Bringing Unique Insights to the Genomics Revolution

Bringing Unique Insights to the Genomics Revolution

Technological advances, health crises and scientific discoveries continue to transform global dynamics. Investors are increasingly demanding innovative tools that enable them to better identify growth from these economic and societal transformations. 

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Our Approach

Our Approach to Thematic Indexes Sets us Apart

Our Approach to Thematic Indexes Sets us Apart

Constructing thematic indexes

Our thematic indexes directly capture the theme using a rules-based methodology that is scalable and flexible. We leverage new technologies and machine learning to accelerate index development.

 

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Applications

Applications for our Thematic Indexes

Applications for our Thematic Indexes

MSCI’s thematic investment framework is highly customizable and can be quickly adapted to a variety of products and models. Institutional and high-net-worth investors alike use different approaches to implement thematic investing into their investment process—including thematic allocation to act as a hedge for existing positions; an implicit underweighting to companies facing disruption; a source of uncorrelated returns and diversification.

Theme experts

Our Theme Experts

Our Theme Experts

Our Theme Experts

Thematic investing requires in-depth research to build a deeper understanding of the underlying drivers of value creation and risk. In addition to our inhouse research, we work with leading experts on themes to draw on their insights and act as a sounding board.

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