What are thematic investments?
Thematic investments are investments that focus on a specific theme, such as renewable energy, artificial intelligence, food or water. If you make thematic investments, you attempt to identify long-term, macroeconomic trends and to acquire shares in companies that may benefit from materialization of these trends. After all, national economies and companies, and so in turn investments, are influenced by megatrends of this kind in the medium and long term. This is clear from topics such as climate change, the energy transition and even the digital transformation. Megatrends are defined in various ways. Yet they always have one thing in common: the changes that megatrends entail shape every level of society over a long period of time and on a global scale. With thematic investments, investors aim to expand or supplement their portfolio so that it benefits from these changes and also gains in value.