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
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