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Why consider thematic investing in 2021?

Investments | Video | 24 Mar 2021 |7 min read and watch

Profound transformations are taking place in the global economy as digitization becomes universal and environmental threats, societal anxieties, and regulation gain ever greater prominence. Investors are therefore beginning to focus on the risks these transformations pose to business as usual, as well as the coming response of policymakers. Embedded within these shifts are generational opportunities for investors willing to take a differentiated approach.

Zurich Investments’ Global Thematic investment strategy combines an innovative approach with a time-tested process. If you believe the future will look very different from today then it makes sense to construct your portfolios accordingly.

To learn more about how the portfolio team consider key issues such as sustainability in their process, hear from Portfolio Manager, Steve Wreford below:

 

The world is undergoing a sea change—straining under the stresses of globalization and demographics, inequality and environmental challenges, as well as the disruptive impact of technology. The Thematic approach looks to benefit from the opportunities provided by these structural shifts.

Speak to your Zurich representative today, or visit our website to learn how the Global Thematic Share Fund or the new Global Thematic Focus Fund might suit your client’s portfolios.

Important information: The content of this publication are the opinions of the writer and is intended as general information only which does not take into account the personal investment objectives, financial situation or needs of any person. It is dated March 2021, is given in good faith and is derived from sources believed to be accurate as at this date, which may be subject to change. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such.  Past performance is not a reliable indicator of future performance and should be used as a general guide only. Neither Zurich Australia Limited ABN 92 000 010 195 AFSL 232510, nor Zurich Investment Management Limited ABN 56 063 278 400 AFSL 232511 of 118 Mount Street North Sydney NSW 2060, nor any of its related entities, employees or directors (Zurich) give any warranty of reliability or accuracy nor accept any responsibility arising in any way including by reason of negligence for errors and omissions. Zurich recommends investors seek advice from appropriately qualified financial advisers. Zurich and its related entities receive remuneration such as fees, charges and premiums for the financial products which they issue. Details of these payments can be found in the relevant fund Product Disclosure Statement. No part of this document may be reproduced without prior written permission from Zurich.

Past performance is not a reliable indicator of future performance. GINN XYY9MQ.00000.SP.03. DFOY-016659-2021

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