Vontobel Conviction Equities Boutique

Thematics White Paper: How to invest today for the world of tomorrow

maier_daniel

Daniel Maier

Head of Thematic Investing, Senior Portfolio Manager

Meet Daniel

White Paper
| Read | 40 min

Thematic investing is a trend-focused, forward-looking strategy which enables investors to direct capital towards solving some of mankind’s biggest challenges.

In this White Paper, portfolio managers Daniel Maier and Romain Hohl dive deep to define what thematic investing really is and why intentionality matters. They then explain what a single or multi strategy thematic investment can offer the investor and clear up confusion related to ESG, sectoral and growth investments. Finally, they examine developments in demand and product supply and conclude with an outlook for the sector.


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maier_daniel

Daniel Maier

Head of Thematic Investing, Senior Portfolio Manager

Meet Daniel

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