Invest in the trends shaping the future
Key points:
- Thematic investing gives investors exposure to long-term global trends rather than just sectors or countries.
- Saxo’s themes are carefully selected lists of companies linked to areas such as AI, defence, cyber security, healthcare innovation, dividend growth and blockchain, designed as inspiration for further research.
- Themes can be powerful but require discipline: keep allocations modest, diversify and review regularly.
Forget sectors. Forget countries. The future of investing is long-term trends.
Artificial intelligence reshaping industries, defence budgets soaring, cybercrime costs ballooning, healthcare breakthroughs lengthening lives, dividend growth rewarding patience, and blockchain re-wiring finance. These are the…
