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The attraction with investing in themes is that if you can identify a theme early on and buy in cheaply, you may have the opportunity to participate in a multi-year appreciation phase and then cash out and move on to the next idea before the current one runs out of steam.  Past examples include automotive in the 20’s and technology in the 90’s.

Quality global investing themes are ideas that are backed up by solid economic fundamentals such as population or demographic factors, shifts in consumer demand or looming supply constraint.

Five key themes currently identified are:

  • Emerging Market Economies
  • Water Resources
  • Commodities
  • Clean Energy
  • Information Technology

To learn more, download your copy of Spicers booklet: 'Investing in Global Themes', by entering a few details below and hit submit.

Alternatively you can request to have the booklet mailed to you by providing your postal address details below.

If we can assist you in any way at this point, please provide your phone number and an adviser in your area will call you or phone us now on 0800 777 803. 

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