Thematics Asset Management, a boutique business belonging to the Natixis Investment Management franchise, manages €3.3bn of assets. The company is actively contributing to what could be a crucial evolutionary step for global investors.
Thematics Asset Management's Chief Investment Officer (CIO), Karen Kharmandarian, recently discussed the investment challenges and themes that the company is focused on. Kharmandarian highlighted the importance of identifying long-term structural trends and investing in companies that are well-positioned to benefit from these themes.
One of the key investment themes that Thematics Asset Management is currently focused on is the digital transformation of industries. Kharmandarian emphasized the potential for disruptive technologies to reshape various sectors and create investment opportunities. The company is actively seeking companies that are driving innovation in areas such as artificial intelligence, cloud computing, and e-commerce.
Another area of focus for Thematics Asset Management is the transition to a more sustainable economy. Kharmandarian discussed the importance of investing in companies that are addressing environmental and social challenges, such as renewable energy, clean technology, and sustainable agriculture. The company believes that companies with strong sustainability practices are well-positioned for long-term success.
Thematics Asset Management also recognizes the importance of demographic trends in shaping investment opportunities. Kharmandarian highlighted the aging population as a significant driver of investment themes, such as healthcare and senior living. The company is actively investing in companies that are addressing the needs of an aging population, including healthcare providers, pharmaceutical companies, and companies focused on elderly care.
Overall, Thematics Asset Management is actively contributing to the evolution of global investing by focusing on long-term structural trends and investing in companies that are well-positioned to benefit from these themes. The company's emphasis on digital transformation, sustainability, and demographic trends reflects its commitment to identifying and capitalizing on investment opportunities that align with the changing world.
References:
- [4ba253f0] Carlo Svaluto Moreolo. (2024, May 1). Thematics Asset Management’s CIO on themes and investment challenges. Retrieved from [https://www.ipe.com/investment/thematics-asset-managements-cio-on-themes-and-investment-challenges/10072986.article]
- [b1e0c3e6] The Hindu. (2023, October 21). Nuvama plans to scale up alternative AMC business. Retrieved from [https://www.thehindu.com/business/nuvama-plans-to-scale-up-alternative-amc-business/article67446765.ece]
