Long-term thematic investments are those that benefit from structural changes to the world in which we live. Identifying a theme that will drive long-term growth, and finding ways to access companies or investments that will benefit from this theme, underpin the thematic investing concept, explains Vaughan Henkel.
Long-term thematic investments are those that benefit from structural changes to the world in which we live. These themes tend to be long-lived and provide significant performance advantages over time, if correctly identified.
