Thematic Tactical Rotation: how are we doing so far?

Thematic investing offers investors a new way to gain exposure to growth. However, investing in thematics can be challenging, which is why more and more investors are turning toward multi-thematic strategies. After six years of thematic research, we launched our own Megatrends solution in Q4 2023. This blog looks at the 8.1% of outperformance created by our tactical thematic overlay.

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Historical performance is not an indication of future results and any investments may go down in value.

 

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