Thematic Equities

The surge in electricity demand exposes aging power networks as the weak link in electrification. Underinvestment, congestion, and climate stress are colliding with a rising share of renewables and power-hungry data centers. This makes grid modernization, storage, and resilience a defining, long-term investment opportunity.

Artificial intelligence (AI) is transforming our world at breakneck speed to boost its users’ productivity gains in various industries. The associated need for innovation, resources, and infrastructure investments, reinforced by politics and demographics, positions the providers of convincing solutions as potential future winners.

By the end of this historical election year, nearly half of the world’s population is expected to have gone to the polls to vote for their respective leaders. In the world’s biggest economy, the race has yet to be decided. What might a second Donald Trump term mean for net zero if he were to be re-elected?

Today’s economic victors will not necessarily dictate the winners of tomorrow. Technology is moving at a fast clip, accelerating disruption in numerous sectors across the globe. How can investors navigate this ever-changing environment? Read the latest Megatrends 2024 report to find out which major trends to watch.

Financial return and positive impact are equally important in impact investing – but so is measurement.

Which are the trends and themes that will shape our world of transformation? And with which investments is it possible to have a positive impact on society while earning attractive returns?