Isio Private Capital: The 5 Ds shaping the global economy

Investment

Key themes

5 Megatrends shaping the economy

Thematic investment as a concept

Investment examples and opportunities

Portfolio construction has typically revolved around asset classes, geographies, sectors and styles. We believe that the next enhancement to this process comes by way of thematic investing. In essence, thematic investing is underpinned by a top-down approach, cutting across sectors, factors, and styles to identify prominent trends. The aim is to capitalise on investments whose returns will be significantly impacted by these trends and associated structural shifts, which are likely to occur over an extended period.

In this article, we draw on our extensive connections with asset managers and financial institutions, identifying several interconnected trends that we believe are important for investors.

How we can help you

Private Capital

A different approach to managing your investments. We are a trusted advisor to family offices, charities, endowments and foundations, helping our clients navigate these challenges through tailored investment solutions, driven by their objectives.